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 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3KNew |
$156K - $171K
|
3K
$69.8K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.98KNew |
$154K - $169K
|
2.98K
$69.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.97K+ 6.69% |
$154K - $169K
|
47.4K
$1.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.91K+ 16.38% |
$151K - $165K
|
20.7K
$480K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.88K+ 7.17% |
$149K - $164K
|
43K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.88K+ 59.15% |
$149K - $164K
|
7.75K
$180K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.85K+ 2.98% |
$148K - $162K
|
98.7K
$2.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.81KNew |
$146K - $160K
|
2.81K
$65.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.75K+ 2.11% |
$143K - $157K
|
133K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
2.71KNew |
$141K - $154K
|
2.71K
$63K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
2.7K+ 24.54% |
$140K - $154K
|
13.7K
$319K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.69KNew |
$139K - $153K
|
2.69K
$62.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.66K+ 8.59% |
$138K - $151K
|
33.6K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.61KNew |
$135K - $148K
|
2.61K
$60.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.6KNew |
$135K - $148K
|
2.6K
$60.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2.57K+ 1.16% |
$133K - $146K
|
224K
$5.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.55KNew |
$132K - $145K
|
2.55K
$59.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.55K+ 8.13% |
$132K - $145K
|
33.9K
$788K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.53KNew |
$131K - $144K
|
2.53K
$58.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 107.13% |
$130K - $143K
|
4.85K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.51KNew |
$130K - $142K
|
2.51K
$58.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.49K+ 9.64% |
$129K - $141K
|
28.3K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.49KNew |
$129K - $141K
|
2.49K
$57.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.48KNew |
$129K - $141K
|
2.48K
$57.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 10.73% |
$128K - $141K
|
25.5K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 7.24% |
$128K - $141K
|
36.6K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.42K+ 8.2% |
$125K - $137K
|
31.9K
$742K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 3.2% |
$125K - $137K
|
77.8K
$1.81M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.34KNew |
$121K - $133K
|
2.34K
$54.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.3KNew |
$119K - $131K
|
2.3K
$53.5K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$119K - $130K
|
2.29K
$53.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.28K+ 1.02% |
$118K - $129K
|
226K
$5.26M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.26KNew |
$117K - $128K
|
2.26K
$52.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23KNew |
$116K - $127K
|
2.23K
$51.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.22KNew |
$115K - $126K
|
2.22K
$51.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.21KNew |
$115K - $126K
|
2.21K
$51.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 37.77% |
$114K - $125K
|
8.02K
$186K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.1K+ 16.36% |
$109K - $119K
|
14.9K
$347K
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
2.09KNew |
$108K - $119K
|
2.09K
$48.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.09K+ 6.63% |
$108K - $119K
|
33.6K
$780K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.09KNew |
$108K - $119K
|
2.09K
$48.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.05KNew |
$106K - $117K
|
2.05K
$47.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.05KNew |
$106K - $116K
|
2.05K
$47.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.05K+ 2.17% |
$106K - $116K
|
96.5K
$2.24M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
2.02KNew |
$105K - $115K
|
2.02K
$47.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2KNew |
$104K - $114K
|
2K
$46.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.99KNew |
$103K - $113K
|
1.99K
$46.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.99K+ 81.18% |
$103K - $113K
|
4.44K
$103K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.97K+ 1.46% |
$102K - $112K
|
137K
$3.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.96K+ 39.61% |
$102K - $112K
|
6.91K
$161K
|