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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-66.4K- 33.04% |
$3.44M - $3.77M
|
135K
$3.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-77.3KClosed |
$4.01M - $4.39M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-92.4K- 16.35% |
$4.79M - $5.25M
|
473K
$11M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-163K- 4.16% |
$8.46M - $9.27M
|
3.76M
$87.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-175K- 50.93% |
$9.07M - $9.95M
|
168K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-183K- 5.29% |
$9.48M - $10.4M
|
3.27M
$76.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-252K- 37.71% |
$13.1M - $14.4M
|
417K
$9.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-351K- 75.39% |
$18.2M - $19.9M
|
114K
$2.66M
|