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 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-5.43K- 12.73% |
$282K - $309K
|
37.2K
$866K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.44K- 0.85% |
$282K - $309K
|
633K
$14.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.45K- 10.22% |
$283K - $310K
|
47.9K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-5.49K- 2.02% |
$285K - $312K
|
266K
$6.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.54KClosed |
$287K - $315K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-5.8KClosed |
$301K - $330K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.85K- 13.53% |
$303K - $333K
|
37.4K
$870K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-6.16K- 3.3% |
$320K - $350K
|
181K
$4.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.31K- 4.06% |
$327K - $359K
|
149K
$3.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.37K- 7.91% |
$330K - $362K
|
74.1K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7.2KClosed |
$373K - $409K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-7.36K- 20.48% |
$382K - $418K
|
28.6K
$665K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.48KClosed |
$388K - $425K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.6K- 0.79% |
$394K - $432K
|
956K
$22.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.7K- 7.25% |
$399K - $438K
|
98.5K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.75K- 2.45% |
$402K - $441K
|
309K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.77K- 23.91% |
$403K - $442K
|
24.7K
$575K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.77K- 16.05% |
$455K - $499K
|
45.9K
$1.07M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.21K- 50.08% |
$478K - $524K
|
9.18K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.25K- 4.34% |
$480K - $526K
|
204K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-9.65K- 3.65% |
$501K - $549K
|
255K
$5.92M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 83.33% |
$517K - $567K
|
1.99K
$46.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.8K- 10.63% |
$613K - $672K
|
99.4K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.4K- 52.99% |
$643K - $705K
|
11K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-13.2K- 16.65% |
$684K - $750K
|
66K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.3K- 2.25% |
$691K - $757K
|
579K
$13.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13.7K- 6.47% |
$712K - $781K
|
199K
$4.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-14.6K- 7.46% |
$758K - $831K
|
181K
$4.22M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15K- 10.91% |
$776K - $850K
|
122K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15.6KClosed |
$810K - $888K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17K- 14.4% |
$884K - $969K
|
101K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 4.28% |
$912K - $1M
|
394K
$9.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-17.9K- 5.12% |
$929K - $1.02M
|
332K
$7.72M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-18.8K- 61.49% |
$973K - $1.07M
|
11.8K
$273K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-20.2KClosed |
$1.05M - $1.15M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.3K- 14.81% |
$1.05M - $1.16M
|
117K
$2.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-22.8K- 11.75% |
$1.18M - $1.3M
|
171K
$3.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.2KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-26.3K- 41.5% |
$1.36M - $1.49M
|
37K
$862K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-26.8K- 31.39% |
$1.39M - $1.52M
|
58.6K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28K- 91.4% |
$1.45M - $1.59M
|
2.63K
$61.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-29.8K- 9.21% |
$1.55M - $1.7M
|
294K
$6.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.6K- 36.13% |
$1.59M - $1.74M
|
54.2K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-33.5KClosed |
$1.74M - $1.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.1K- 8.23% |
$1.77M - $1.94M
|
380K
$8.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50KClosed |
$2.59M - $2.84M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54K- 88.3% |
$2.8M - $3.07M
|
7.16K
$167K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-54.4K- 2.65% |
$2.82M - $3.09M
|
2M
$46.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62K- 74.72% |
$3.21M - $3.52M
|
21K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Kemper Corp
|
SELL
|
- |
-65.6K- 36.88% |
$3.4M - $3.73M
|
112K
$2.61M
|