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 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
15.1K+ 40.97% |
$782K - $857K
|
51.9K
$1.21M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15KNew |
$775K - $850K
|
15K
$348K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.9KNew |
$775K - $850K
|
14.9K
$348K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
14.8KNew |
$766K - $839K
|
14.8K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14.7KNew |
$761K - $834K
|
14.7K
$341K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.5KNew |
$752K - $824K
|
14.5K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 3.39% |
$736K - $806K
|
433K
$10.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
14.1KNew |
$732K - $802K
|
14.1K
$328K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14.1K+ 3.13% |
$729K - $799K
|
463K
$10.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
$712K - $781K
|
13.7K
$319K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13.5KNew |
$701K - $768K
|
13.5K
$314K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13.5K+ 1.77% |
$699K - $766K
|
774K
$18M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2K+ 2.38% |
$684K - $750K
|
568K
$13.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$668K - $732K
|
12.9K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$666K - $730K
|
12.8K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 5.66% |
$645K - $707K
|
232K
$5.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.3K+ 1.18% |
$640K - $701K
|
1.06M
$24.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
12.2KNew |
$635K - $696K
|
12.2K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$634K - $695K
|
12.2K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.2KNew |
$632K - $692K
|
12.2K
$283K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 10.67% |
$572K - $627K
|
114K
$2.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$530K - $581K
|
10.2K
$238K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.1K+ 14.0% |
$526K - $576K
|
82.6K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.61K+ 1.3% |
$498K - $546K
|
748K
$17.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.46K+ 379.28% |
$491K - $538K
|
12K
$278K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9.42K+ 237.54% |
$488K - $535K
|
13.4K
$311K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.25K+ 53.81% |
$480K - $526K
|
26.4K
$615K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.16K+ 3.41% |
$475K - $521K
|
277K
$6.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.13KNew |
$474K - $519K
|
9.13K
$212K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
8.91K+ 2.55% |
$462K - $507K
|
359K
$8.35M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
8.59KNew |
$445K - $488K
|
8.59K
$200K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
8.53K+ 10.64% |
$442K - $485K
|
88.7K
$2.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.4K+ 159.08% |
$436K - $478K
|
13.7K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
8.29K+ 1318.6% |
$430K - $472K
|
8.92K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8.2KNew |
$425K - $466K
|
8.2K
$191K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
7.96K+ 3.78% |
$413K - $453K
|
218K
$5.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 25.5% |
$405K - $444K
|
38.4K
$894K
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$392K - $430K
|
7.55K
$176K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
7.49KNew |
$389K - $426K
|
7.49K
$174K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.39K+ 8.04% |
$383K - $420K
|
99.4K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
7.26K+ 2.2% |
$376K - $413K
|
337K
$7.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.12K+ 4.69% |
$369K - $405K
|
159K
$3.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.88K+ 2.77% |
$357K - $391K
|
255K
$5.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
6.85K+ 45.7% |
$355K - $390K
|
21.8K
$508K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.69KNew |
$347K - $381K
|
6.69K
$156K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
6.65K+ 1.74% |
$345K - $378K
|
389K
$9.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
6.6KNew |
$342K - $375K
|
6.6K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.6KNew |
$342K - $375K
|
6.6K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.48K+ 68.31% |
$336K - $368K
|
16K
$371K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.24KNew |
$324K - $355K
|
6.24K
$145K
|