Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
Feb 07, 2022 Q4 2021
Northwest Capital Management Inc

SELL
 -
-1.64K
- 11.42%
$85.1K - $93.3K
12.7K $296K
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.66K
- 2.77%
$85.9K - $94.2K
58.2K $1.35M
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.66K
Closed
$86.3K - $94.6K
0 $0
Feb 09, 2022 Q4 2021
Facet Wealth, Inc.

SELL
 -
-1.69K
- 3.34%
$87.6K - $96K
48.8K $1.14M
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-1.69K
- 39.56%
$87.9K - $96.3K
2.59K $60.2K
Jan 21, 2022 Q4 2021
Elm Partners Management LLC

SELL
 -
-1.71K
- 25.01%
$88.9K - $97.5K
5.14K $120K
Feb 15, 2022 Q4 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-1.81K
- 11.87%
$94K - $103K
13.5K $313K
Feb 14, 2022 Q4 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.85K
- 1.5%
$96.1K - $105K
122K $2.84M
Feb 08, 2022 Q4 2021
Madden Advisory Services, Inc.

SELL
 -
-1.88K
- 1.02%
$97.4K - $107K
181K $4.22M
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.02K
- 15.84%
$105K - $115K
10.7K $250K
Feb 14, 2022 Q4 2021
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-2.07K
Closed
$107K - $118K
0 $0
Feb 11, 2022 Q4 2021
Valley National Advisers Inc

SELL
 -
-2.07K
- 1.52%
$107K - $118K
134K $3.12M
Feb 02, 2022 Q4 2021
Jackson Hole Capital Partners, LLC

SELL
 -
-2.09K
- 9.75%
$108K - $119K
19.3K $450K
Jan 19, 2022 Q4 2021
Edge Capital Group, LLC

SELL
 -
-2.13K
- 17.49%
$111K - $121K
10.1K $234K
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

SELL
 -
-2.14K
- 13.05%
$111K - $122K
14.2K $331K
Jan 18, 2022 Q4 2021
Ritholtz Wealth Management

SELL
 -
-2.18K
Closed
$113K - $124K
0 $0
Jan 20, 2022 Q4 2021
Blossom Wealth Management

SELL
 -
-2.19K
- 17.61%
$113K - $124K
10.2K $238K
Jan 10, 2022 Q4 2021
Boltwood Capital Management

SELL
 -
-2.19K
- 5.18%
$114K - $125K
40.1K $933K
Feb 02, 2022 Q4 2021
Truepoint, Inc.

SELL
 -
-2.29K
- 1.07%
$119K - $130K
211K $4.92M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-2.3K
- 2.08%
$119K - $131K
108K $2.52M
Feb 07, 2022 Q4 2021
Buckingham Capital Management, Inc.

SELL
 -
-2.34K
- 1.26%
$121K - $133K
183K $4.26M
Feb 01, 2022 Q4 2021
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-2.36K
Closed
$122K - $134K
0 $0
Jan 21, 2022 Q4 2021
Goepper Burkhardt LLC

SELL
 -
-2.37K
- 1.23%
$123K - $135K
191K $4.44M
Feb 02, 2022 Q4 2021
Fort Pitt Capital Group, LLC

SELL
 -
-2.47K
- 2.0%
$128K - $141K
121K $2.81M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.53K
- 0.83%
$131K - $144K
303K $7.05M
Feb 14, 2022 Q4 2021
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-2.55K
- 1.94%
$132K - $145K
129K $2.99M
Feb 02, 2022 Q4 2021
Foster Group, Inc.

SELL
 -
-2.56K
- 19.52%
$133K - $145K
10.5K $245K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.57K
- 0.86%
$133K - $146K
296K $6.88M
Jan 25, 2022 Q4 2021
Planning Alternatives LTD

SELL
 -
-2.61K
- 4.49%
$135K - $148K
55.5K $1.29M
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-2.66K
- 22.4%
$138K - $151K
9.22K $215K
Jan 14, 2022 Q4 2021
Madden Securities Corp

SELL
 -
-2.77K
- 25.65%
$144K - $158K
8.04K $187K
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.9K
- 6.83%
$150K - $165K
39.5K $920K
Jan 19, 2022 Q4 2021
Wt Wealth Management

SELL
 -
-3K
- 1.24%
$156K - $171K
240K $5.57M
Feb 08, 2022 Q4 2021
Main Street Financial Solutions, LLC

SELL
 -
-3.04K
- 4.26%
$158K - $173K
68.3K $1.59M
Jan 18, 2022 Q4 2021
Alpha Omega Wealth Management LLC

SELL
 -
-3.07K
- 6.2%
$159K - $175K
46.5K $1.08M
Jan 25, 2022 Q4 2021
Genesee Capital Advisors, LLC

SELL
 -
-3.12K
- 2.08%
$162K - $177K
147K $3.41M
Feb 03, 2022 Q4 2021
Evergreen Advisors, LLC

SELL
 -
-3.16K
- 0.32%
$164K - $180K
988K $23M
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-3.16K
- 7.57%
$164K - $180K
38.6K $897K
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-3.23K
- 22.67%
$168K - $184K
11K $256K
Feb 11, 2022 Q4 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-3.34K
- 44.45%
$173K - $190K
4.17K $97.1K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-3.42K
- 6.93%
$177K - $194K
45.9K $1.07M
Feb 11, 2022 Q4 2021
Bouchey Financial Group LTD

SELL
 -
-3.69K
- 0.39%
$191K - $210K
937K $21.8M
Jan 14, 2022 Q4 2021
Forvis Wealth Advisors, LLC

SELL
 -
-3.69K
- 1.34%
$191K - $210K
272K $6.32M
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-3.85K
Closed
$200K - $219K
0 $0
Jan 31, 2022 Q4 2021
Accredited Investors Inc.

SELL
 -
-3.93K
- 1.55%
$204K - $224K
250K $5.82M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-4.19K
- 79.44%
$217K - $238K
1.09K $25.2K
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-4.7K
- 56.4%
$244K - $267K
3.63K $84.4K
Jan 25, 2022 Q4 2021
Trellis Advisors, LLC

SELL
 -
-4.81K
- 5.82%
$249K - $273K
77.8K $1.81M
Feb 08, 2022 Q4 2021
Gyl Financial Synergies, LLC

SELL
 -
-5.22K
- 4.26%
$271K - $297K
117K $2.73M

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