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
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.95K+ 28.79% |
$101K - $111K
|
8.73K
$203K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.95KNew |
$101K - $111K
|
1.95K
$45.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
1.94KNew |
$100K - $110K
|
1.94K
$45K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$99.4K - $109K
|
1.92K
$44.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.91KNew |
$99.2K - $109K
|
1.91K
$44.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.88K+ 3.05% |
$97.3K - $107K
|
63.3K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
1.86KNew |
$96.4K - $106K
|
1.86K
$43.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
1.85KNew |
$96.1K - $105K
|
1.85K
$43.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.85KNew |
$95.9K - $105K
|
1.85K
$43K
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
1.84K+ 0.15% |
$95.3K - $105K
|
1.24M
$28.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
1.8KNew |
$93.4K - $102K
|
1.8K
$41.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.8KNew |
$93.1K - $102K
|
1.8K
$41.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$92.3K - $101K
|
1.78K
$41.4K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.78K+ 4.45% |
$92.2K - $101K
|
41.7K
$971K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.77KNew |
$92K - $101K
|
1.77K
$41.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.76K+ 0.61% |
$91.3K - $100K
|
289K
$6.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 3804.35% |
$90.8K - $99.5K
|
1.8K
$41.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.72K+ 4.0% |
$89.4K - $98K
|
44.8K
$1.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 463.43% |
$86.8K - $95.1K
|
2.03K
$47.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 11.62% |
$84.7K - $92.8K
|
15.7K
$365K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.54K+ 1.98% |
$79.9K - $87.6K
|
79.3K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 2.94% |
$79.8K - $87.5K
|
53.9K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 1.42% |
$79.4K - $87K
|
109K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 4.73% |
$77.9K - $85.3K
|
33.2K
$773K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.44K+ 8.22% |
$74.6K - $81.8K
|
18.9K
$440K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.42K+ 2.04% |
$73.8K - $80.9K
|
71K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.39K+ 9.15% |
$72.2K - $79.1K
|
16.6K
$386K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
1.37K+ 15.44% |
$71.1K - $77.9K
|
10.2K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 14.66% |
$68.7K - $75.3K
|
10.4K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.31K+ 1.57% |
$68K - $74.5K
|
84.9K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31K+ 0.38% |
$67.8K - $74.3K
|
346K
$8.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.3K+ 2.05% |
$67.2K - $73.7K
|
64.5K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.29K+ 4.93% |
$67K - $73.5K
|
27.5K
$639K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.28K+ 2.99% |
$66.6K - $73K
|
44.3K
$1.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25KNew |
$65K - $71.3K
|
1.25K
$29.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 4.21% |
$64.1K - $70.2K
|
30.6K
$711K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.21K+ 36.67% |
$62.6K - $68.6K
|
4.5K
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.2K+ 6.06% |
$62.3K - $68.3K
|
21K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.18K+ 1.86% |
$61.1K - $66.9K
|
64.3K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.13KNew |
$58.4K - $64K
|
1.13K
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11K+ 4.78% |
$57.7K - $63.3K
|
24.4K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.08K+ 10.49% |
$56.1K - $61.5K
|
11.4K
$265K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
1.03K+ 19.91% |
$53.2K - $58.3K
|
6.17K
$144K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
975+ 34.09% |
$50.6K - $55.4K
|
3.84K
$89.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
969+ 4.4% |
$50.3K - $55.1K
|
23K
$535K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
958+ 15.45% |
$49.7K - $54.5K
|
7.16K
$167K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
958+ 28.74% |
$49.7K - $54.5K
|
4.29K
$99.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
942+ 0.19% |
$48.9K - $53.6K
|
504K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
931+ 1.0% |
$48.3K - $52.9K
|
94.1K
$2.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
927+ 3.31% |
$48.1K - $52.7K
|
28.9K
$673K
|