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 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
344+ 0.33% |
$17.8K - $19.6K
|
104K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
344+ 0.33% |
$17.8K - $19.6K
|
104K
$2.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
335+ 18.62% |
$17.4K - $19K
|
2.13K
$49.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
321+ 2.48% |
$16.7K - $18.3K
|
13.3K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
316New |
$16.4K - $18K
|
316
$7.35K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
310+ 4.38% |
$16.1K - $17.6K
|
7.38K
$172K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
310+ 12.1% |
$16.1K - $17.6K
|
2.87K
$66.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
309New |
$16K - $17.6K
|
309
$7.19K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
300New |
$15.6K - $17.1K
|
300
$6.98K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
290+ 1.46% |
$15K - $16.5K
|
20.1K
$468K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
283+ 8.19% |
$14.7K - $16.1K
|
3.74K
$87K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
278+ 4.16% |
$14.4K - $15.8K
|
6.96K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
277+ 589.36% |
$14.4K - $15.8K
|
324
$7.54K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
274+ 2.08% |
$14.2K - $15.6K
|
13.5K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
270+ 1.46% |
$14K - $15.4K
|
18.7K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
264+ 4.72% |
$13.7K - $15K
|
5.86K
$136K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
263+ 1.47% |
$13.6K - $15K
|
18.1K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
256+ 3.02% |
$13.3K - $14.6K
|
8.73K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
254+ 11.69% |
$13.2K - $14.4K
|
2.43K
$56.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
248+ 19.94% |
$12.9K - $14.1K
|
1.49K
$34.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
246+ 1.62% |
$12.8K - $14K
|
15.4K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
241+ 11.25% |
$12.5K - $13.7K
|
2.38K
$55.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
232+ 0.71% |
$12K - $13.2K
|
32.7K
$760K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
224New |
$11.6K - $12.7K
|
224
$5.21K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
223+ 0.61% |
$11.6K - $12.7K
|
36.9K
$859K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
221+ 41.23% |
$11.5K - $12.6K
|
757
$17.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
220+ 0.52% |
$11.4K - $12.5K
|
42.1K
$980K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
214+ 1.3% |
$11.1K - $12.2K
|
16.7K
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
206+ 4.32% |
$10.7K - $11.7K
|
4.97K
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
204+ 7.72% |
$10.6K - $11.6K
|
2.85K
$66.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
202+ 2.12% |
$10.5K - $11.5K
|
9.71K
$226K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$10.4K - $11.4K
|
200
$4.65K
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
200+ 0.65% |
$10.4K - $11.4K
|
31.1K
$723K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
187+ 1.94% |
$9.7K - $10.6K
|
9.82K
$228K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
186New |
$9.65K - $10.6K
|
186
$4.33K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
185+ 0.77% |
$9.6K - $10.5K
|
24.3K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
185New |
$9.6K - $10.5K
|
185
$4.3K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
183+ 1.35% |
$9.49K - $10.4K
|
13.7K
$319K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
182+ 0.46% |
$9.44K - $10.3K
|
40K
$930K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
178+ 5.62% |
$9.23K - $10.1K
|
3.35K
$77.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
177+ 0.42% |
$9.18K - $10.1K
|
42.1K
$979K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
176+ 35.85% |
$9.13K - $10K
|
667
$15.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
175New |
$9.08K - $9.95K
|
175
$4.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
165+ 1.47% |
$8.56K - $9.38K
|
11.4K
$265K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
163+ 0.09% |
$8.45K - $9.27K
|
172K
$3.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
163New |
$8.45K - $9.27K
|
163
$3.79K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
152+ 6.83% |
$7.88K - $8.64K
|
2.38K
$55.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
148+ 3.49% |
$7.68K - $8.42K
|
4.39K
$102K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
146+ 5.16% |
$7.57K - $8.3K
|
2.97K
$69.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
140+ 0.58% |
$7.26K - $7.96K
|
24.3K
$566K
|