Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.6M+ 93.33% |
$666M - $771M
|
28.1M
$643M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.69M+ 98.11% |
$181M - $210M
|
7.44M
$170M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.85M+ 87.11% |
$140M - $162M
|
6.12M
$140M
|
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.03MNew |
$99.5M - $115M
|
2.03M
$46.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.01M+ 100.18% |
$98.6M - $114M
|
4.01M
$91.8M
|
|
|
May 17, 2022
Q1 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
1.29M+ 44.61% |
$63.2M - $73.1M
|
4.17M
$95.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
1.25M+ 105.99% |
$61.6M - $71.3M
|
2.44M
$55.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
1.25M+ 100.84% |
$61.6M - $71.2M
|
2.49M
$57.1M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19M+ 394.19% |
$58.7M - $67.9M
|
1.5M
$34.3M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.09M+ 111.43% |
$53.7M - $62.1M
|
2.07M
$47.5M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.06M+ 113.57% |
$52.3M - $60.5M
|
2M
$45.8M
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.04M+ 104.88% |
$51M - $58.9M
|
2.03M
$46.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
1.01M+ 83.42% |
$49.5M - $57.3M
|
2.21M
$50.7M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
992K+ 115.03% |
$48.8M - $56.4M
|
1.85M
$42.5M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
968K+ 254.72% |
$47.6M - $55M
|
1.35M
$30.9M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
965KNew |
$47.4M - $54.8M
|
965K
$22.1M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
956K+ 100.06% |
$47M - $54.4M
|
1.91M
$43.8M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
930K+ 109.76% |
$45.7M - $52.8M
|
1.78M
$40.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
868K+ 81.86% |
$42.7M - $49.3M
|
1.93M
$44.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
850K+ 109.92% |
$41.8M - $48.3M
|
1.62M
$37.2M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
762K+ 101.86% |
$37.5M - $43.3M
|
1.51M
$34.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
759K+ 163.79% |
$37.3M - $43.1M
|
1.22M
$28M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
710K+ 230.02% |
$34.9M - $40.4M
|
1.02M
$23.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
699KNew |
$34.3M - $39.7M
|
699K
$16M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
665K+ 100.58% |
$32.7M - $37.8M
|
1.33M
$30.4M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
641K+ 98.16% |
$31.5M - $36.4M
|
1.29M
$29.6M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
609K+ 96.17% |
$29.9M - $34.6M
|
1.24M
$28.4M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
550K+ 94.94% |
$27M - $31.3M
|
1.13M
$25.9M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
550K+ 127.11% |
$27M - $31.3M
|
982K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
472K+ 93.9% |
$23.2M - $26.8M
|
974K
$22.3M
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
471K+ 99.72% |
$23.2M - $26.8M
|
944K
$21.6M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
467K+ 82.22% |
$23M - $26.6M
|
1.04M
$23.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
465K+ 99.39% |
$22.9M - $26.4M
|
933K
$21.4M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
461K+ 97.29% |
$22.7M - $26.2M
|
935K
$21.4M
|
|
|
Mar 17, 2023
Q1 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
435K+ 99.25% |
$21.4M - $24.7M
|
873K
$20M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
408K+ 97.78% |
$20M - $23.2M
|
824K
$18.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
392K+ 77.7% |
$19.2M - $22.3M
|
896K
$20.5M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
385K+ 98.98% |
$18.9M - $21.9M
|
775K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
377K+ 108.89% |
$18.5M - $21.4M
|
724K
$16.6M
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
371K+ 103.55% |
$18.2M - $21.1M
|
728K
$16.7M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
364K+ 112.41% |
$17.9M - $20.7M
|
688K
$15.8M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
362K+ 182.07% |
$17.8M - $20.6M
|
561K
$12.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
350K+ 112.15% |
$17.2M - $19.9M
|
663K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
341K+ 86.58% |
$16.7M - $19.4M
|
734K
$16.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
319K+ 125.4% |
$15.7M - $18.2M
|
574K
$13.1M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
318K+ 85.61% |
$15.6M - $18.1M
|
690K
$15.8M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
308K+ 91.24% |
$15.1M - $17.5M
|
645K
$14.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
302K+ 91.1% |
$14.9M - $17.2M
|
634K
$14.5M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
286K+ 98.94% |
$14.1M - $16.3M
|
576K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
278K+ 110.31% |
$13.7M - $15.8M
|
530K
$12.1M
|