Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q4 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-577- 14.78% |
$29.9K - $32.8K
|
3.33K
$77.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-581- 21.89% |
$30.1K - $33K
|
2.07K
$48.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-591- 0.88% |
$30.7K - $33.6K
|
66.9K
$1.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-616- 1.82% |
$32K - $35K
|
33.2K
$772K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-670- 1.14% |
$34.8K - $38.1K
|
58K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-686- 2.58% |
$35.6K - $39K
|
25.9K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-686- 11.11% |
$35.6K - $39K
|
5.49K
$128K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-688- 37.51% |
$35.7K - $39.1K
|
1.15K
$26.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-689- 9.0% |
$35.7K - $39.2K
|
6.97K
$162K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-700- 3.65% |
$36.3K - $39.8K
|
18.5K
$429K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-720- 2.53% |
$37.3K - $40.9K
|
27.7K
$645K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-732- 2.35% |
$38K - $41.6K
|
30.4K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-757- 24.33% |
$39.3K - $43K
|
2.35K
$54.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-758- 0.98% |
$39.3K - $43.1K
|
76.3K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-790- 0.76% |
$41K - $44.9K
|
103K
$2.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-803- 2.42% |
$41.7K - $45.7K
|
32.4K
$753K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-815- 3.35% |
$42.3K - $46.3K
|
23.5K
$548K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-822- 3.71% |
$42.6K - $46.7K
|
21.3K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-835- 3.58% |
$43.3K - $47.5K
|
22.5K
$522K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-849- 1.99% |
$44K - $48.3K
|
41.8K
$971K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-862- 14.74% |
$44.7K - $49K
|
4.99K
$116K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-936- 2.41% |
$48.6K - $53.2K
|
37.9K
$881K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-956- 5.68% |
$49.6K - $54.4K
|
15.9K
$370K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-957- 11.06% |
$49.6K - $54.4K
|
7.69K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-976- 8.43% |
$50.6K - $55.5K
|
10.6K
$247K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-991- 9.13% |
$51.4K - $56.3K
|
9.86K
$229K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-996- 3.59% |
$51.7K - $56.6K
|
26.8K
$623K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 1.86% |
$52K - $57K
|
52.9K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.04K- 24.32% |
$53.7K - $58.9K
|
3.22K
$74.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-1.04K- 8.0% |
$54K - $59.2K
|
12K
$279K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-1.05K- 1.42% |
$54.3K - $59.5K
|
72.7K
$1.69M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.05K- 0.45% |
$54.7K - $59.9K
|
231K
$5.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.06K- 12.17% |
$54.9K - $60.2K
|
7.64K
$178K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-1.07K- 2.86% |
$55.6K - $60.9K
|
36.4K
$847K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.16K- 0.24% |
$60.3K - $66.1K
|
474K
$11M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-1.36K- 1.67% |
$70.4K - $77.2K
|
80K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 37.38% |
$70.9K - $77.7K
|
2.29K
$53.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.4K- 1.97% |
$72.5K - $79.5K
|
69.6K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.4K- 9.13% |
$72.6K - $79.6K
|
13.9K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.4K- 2.96% |
$72.7K - $79.7K
|
45.9K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.49K- 1.12% |
$77.3K - $84.7K
|
131K
$3.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.49K- 14.08% |
$77.4K - $84.9K
|
9.11K
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.5K- 17.89% |
$78K - $85.5K
|
6.9K
$161K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.52K- 9.16% |
$78.8K - $86.4K
|
15.1K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.55KClosed |
$80.1K - $87.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.55K- 20.03% |
$80.5K - $88.2K
|
6.19K
$144K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.61K- 20.33% |
$83.4K - $91.4K
|
6.3K
$147K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.61K- 39.19% |
$83.5K - $91.5K
|
2.5K
$58.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.62K- 13.12% |
$84.2K - $92.3K
|
10.8K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.64K- 1.86% |
$84.8K - $93K
|
86.2K
$2.01M
|