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 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
28+ 0.19% |
$1.45K - $1.59K
|
14.5K
$337K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
27+ 0.26% |
$1.4K - $1.54K
|
10.4K
$241K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
23+ 0.1% |
$1.19K - $1.31K
|
22.7K
$528K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23+ 0.46% |
$1.19K - $1.31K
|
5.04K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 6.88% |
$1.14K - $1.25K
|
342
$7.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21+ 0.31% |
$1.09K - $1.19K
|
6.85K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
21+ 0.26% |
$1.09K - $1.19K
|
8.19K
$190K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
21+ 0.75% |
$1.09K - $1.19K
|
2.81K
$65.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
21+ 0.12% |
$1.09K - $1.19K
|
17.6K
$408K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 0.88% |
$986 - $1.08K
|
2.19K
$50.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19+ 0.31% |
$986 - $1.08K
|
6.09K
$142K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
18New |
$934 - $1.02K
|
18
$419
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
17+ 0.2% |
$882 - $967
|
8.39K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.38% |
$830 - $910
|
4.18K
$97.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
16+ 0.22% |
$830 - $910
|
7.44K
$173K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12+ 0.03% |
$622 - $682
|
36.6K
$851K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
12+ 0.49% |
$622 - $682
|
2.48K
$57.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 50.0% |
$571 - $625
|
33
$768
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$519 - $569
|
2.71K
$63.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.18% |
$519 - $569
|
5.44K
$127K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 30.0% |
$467 - $512
|
39
$907
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.31% |
$467 - $512
|
2.94K
$68.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.37% |
$467 - $512
|
2.46K
$57.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
9+ 0.27% |
$467 - $512
|
3.38K
$78.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
9+ 0.37% |
$467 - $512
|
2.42K
$56.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.12% |
$415 - $455
|
6.86K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.28% |
$415 - $455
|
2.88K
$67K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8+ 0.3% |
$415 - $455
|
2.64K
$61.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 3.41% |
$363 - $398
|
212
$4.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7+ 0.36% |
$363 - $398
|
1.97K
$45.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7+ 0.12% |
$363 - $398
|
5.65K
$131K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.33% |
$363 - $398
|
2.14K
$49.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7+ 0.39% |
$363 - $398
|
1.79K
$41.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
6+ 0.36% |
$311 - $341
|
1.69K
$39.2K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5+ 0.05% |
$259 - $284
|
9.96K
$232K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$259 - $284
|
6.77K
$158K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
5+ 0.28% |
$259 - $284
|
1.76K
$41K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5New |
$259 - $284
|
5
$116
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.04% |
$259 - $284
|
13.2K
$306K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
4+ 0.11% |
$207 - $227
|
3.6K
$83.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
4+ 0.0% |
$207 - $227
|
334K
$7.77M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.11% |
$207 - $227
|
3.51K
$81.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 1.89% |
$207 - $227
|
216
$5.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.03% |
$207 - $227
|
14.9K
$347K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
4+ 0.04% |
$207 - $227
|
9.18K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3+ 0.03% |
$156 - $171
|
10.5K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.28% |
$156 - $171
|
1.06K
$24.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.27% |
$156 - $171
|
1.09K
$25.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2+ 0.04% |
$104 - $114
|
4.75K
$110K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
2+ 0.08% |
$104 - $114
|
2.43K
$56.6K
|