Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
132
+ 1.5%
$6.85K - $7.51K
8.94K $208K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
131
New
$6.79K - $7.45K
131 $3.05K
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
129
+ 0.49%
$6.69K - $7.33K
26.4K $615K
Jan 21, 2022 Q4 2021
Diligent Investors, LLC

BUY
 -
126
+ 0.94%
$6.54K - $7.16K
13.6K $315K
Feb 11, 2022 Q4 2021
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
117
+ 1.38%
$6.07K - $6.65K
8.6K $200K
Feb 14, 2022 Q4 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
114
+ 2.35%
$5.91K - $6.48K
4.96K $115K
Jan 19, 2022 Q4 2021
Legacy Wealth Management, Inc

BUY
 -
113
+ 2.02%
$5.86K - $6.43K
5.7K $132K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
110
+ 0.76%
$5.71K - $6.25K
14.6K $339K
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
110
+ 0.45%
$5.71K - $6.25K
24.6K $573K
Feb 14, 2022 Q4 2021
Nwk Group, Inc.

San Francisco, CA
BUY
 -
109
+ 36.33%
$5.65K - $6.2K
409 $9.51K
Feb 15, 2022 Q4 2021
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
105
+ 2.89%
$5.45K - $5.97K
3.74K $87K
Feb 07, 2022 Q4 2021
Ever Source Wealth Advisors, LLC

BUY
 -
105
New
$5.45K - $5.97K
105 $2.44K
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

BUY
 -
105
+ 1.91%
$5.45K - $5.97K
5.59K $130K
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

BUY
 -
104
New
$5.39K - $5.91K
104 $2.42K
Feb 11, 2022 Q4 2021
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
102
+ 3.53%
$5.29K - $5.8K
3K $69.7K
Jan 26, 2022 Q4 2021
New Square Capital LLC

BUY
 -
100
+ 100.0%
$5.19K - $5.69K
200 $4.65K
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

BUY
 -
97
+ 0.7%
$5.03K - $5.52K
14K $326K
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

BUY
 -
96
+ 0.45%
$4.98K - $5.46K
21.3K $494K
Jan 18, 2022 Q4 2021
Pegasus Asset Management, Inc.

BUY
 -
93
+ 0.05%
$4.82K - $5.29K
182K $4.23M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

BUY
 -
92
+ 2.29%
$4.77K - $5.23K
4.11K $95.7K
May 16, 2022 Q4 2021
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
91
New
$4.72K - $5.17K
91 $2.12K
Feb 08, 2022 Q4 2021
Firethorn Wealth Partners, LLC

BUY
 -
87
+ 0.84%
$4.51K - $4.95K
10.4K $243K
Jan 27, 2022 Q4 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
86
+ 1.42%
$4.46K - $4.89K
6.14K $143K
Feb 11, 2022 Q4 2021
Life Planning Partners, Inc

BUY
 -
85
New
$4.41K - $4.83K
85 $1.98K
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

BUY
 -
84
+ 0.46%
$4.36K - $4.78K
18.4K $428K
Jan 24, 2022 Q4 2021
S.E.E.D. Planning Group LLC

BUY
 -
82
+ 0.48%
$4.25K - $4.66K
17.2K $399K
Jan 25, 2022 Q4 2021
Private Ocean, LLC

BUY
 -
81
+ 16.4%
$4.2K - $4.61K
575 $13.4K
Feb 03, 2022 Q4 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
76
+ 0.19%
$3.94K - $4.32K
39.6K $921K
Feb 07, 2022 Q4 2021
Armor Investment Advisors, LLC

BUY
 -
74
+ 5.15%
$3.84K - $4.21K
1.51K $35.1K
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
68
New
$3.53K - $3.87K
68 $1.58K
Feb 15, 2022 Q4 2021
Lake Street Advisors Group, LLC

BUY
 -
67
+ 0.38%
$3.48K - $3.81K
17.7K $412K
Jan 20, 2022 Q4 2021
Altus Wealth Management, LLC

BUY
 -
59
+ 1.49%
$3.06K - $3.35K
4.03K $93.6K
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
59
New
$3.06K - $3.35K
59 $1.37K
Jan 18, 2022 Q4 2021
Selective Wealth Management, Inc.

BUY
 -
53
+ 17.61%
$2.75K - $3.01K
354 $8.23K
Jan 20, 2022 Q4 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
50
+ 0.38%
$2.59K - $2.84K
13.3K $309K
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
48
+ 8.94%
$2.49K - $2.73K
585 $13.6K
Jan 21, 2022 Q4 2021
Windsor Group LTD

BUY
 -
47
+ 0.49%
$2.44K - $2.67K
9.67K $225K
Jan 31, 2022 Q4 2021
Affinity Capital Advisors, LLC

BUY
 -
43
+ 1.69%
$2.23K - $2.44K
2.59K $60.1K
Aug 23, 2023 Q4 2021
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
41
+ 1.57%
$2.13K - $2.33K
2.66K $61.8K
Feb 10, 2022 Q4 2021
Prospera Financial Services Inc

BUY
 -
38
+ 0.74%
$1.97K - $2.16K
5.14K $120K
Jan 31, 2022 Q4 2021
Le Jeune Puetz Investment Counsel LLC

BUY
 -
38
+ 0.14%
$1.97K - $2.16K
27.7K $645K
Feb 11, 2022 Q4 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
36
+ 0.14%
$1.87K - $2.05K
25.9K $603K
Feb 02, 2022 Q4 2021
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
35
+ 0.99%
$1.82K - $1.99K
3.58K $83.3K
Feb 02, 2022 Q4 2021
Aptus Capital Advisors, LLC

BUY
 -
34
+ 2.53%
$1.76K - $1.93K
1.38K $32K
Jan 25, 2022 Q4 2021
Gofen & Glossberg LLC

BUY
 -
33
+ 0.47%
$1.71K - $1.88K
7.01K $163K
Jan 11, 2022 Q4 2021
Uma Financial Services, Inc.

BUY
 -
32
+ 0.61%
$1.66K - $1.82K
5.26K $122K
Feb 03, 2022 Q4 2021
Savior LLC

BUY
 -
31
+ 140.91%
$1.61K - $1.76K
53 $1.23K
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
29
New
$1.5K - $1.65K
29 $675
Feb 09, 2022 Q4 2021
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
28
+ 0.37%
$1.45K - $1.59K
7.52K $175K

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