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 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.88K+ 98.73% |
$437K - $505K
|
17.9K
$416K
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
8.83K+ 34.08% |
$434K - $502K
|
34.7K
$808K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
8.73K+ 160.83% |
$429K - $496K
|
14.2K
$329K
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
BUY
|
- |
8.62K+ 71.96% |
$424K - $490K
|
20.6K
$479K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.62K+ 83.24% |
$424K - $490K
|
19K
$441K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
8.6K+ 100.0% |
$422K - $489K
|
17.2K
$400K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.51K+ 86.35% |
$418K - $484K
|
18.4K
$427K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8.49K+ 93.23% |
$417K - $483K
|
17.6K
$409K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.48K+ 169.99% |
$417K - $482K
|
13.5K
$313K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.36K+ 107.9% |
$411K - $475K
|
16.1K
$375K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
8.31K+ 98.85% |
$409K - $473K
|
16.7K
$389K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.31K+ 90.15% |
$409K - $473K
|
17.5K
$408K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
8.3K+ 95.07% |
$408K - $472K
|
17K
$396K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.3K+ 135.12% |
$408K - $472K
|
14.4K
$336K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
8.25K+ 99.72% |
$406K - $469K
|
16.5K
$384K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.22K+ 136.77% |
$404K - $468K
|
14.2K
$331K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.14K+ 100.0% |
$400K - $463K
|
16.3K
$379K
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
8.04K+ 100.01% |
$395K - $457K
|
16.1K
$374K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.99K+ 100.0% |
$393K - $454K
|
16K
$372K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
7.93K+ 32.09% |
$390K - $451K
|
32.6K
$759K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
7.93K+ 92.2% |
$390K - $451K
|
16.5K
$384K
|
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
7.87K+ 100.87% |
$387K - $447K
|
15.7K
$365K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
7.79KNew |
$383K - $443K
|
7.79K
$181K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7.71K+ 100.27% |
$379K - $439K
|
15.4K
$358K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.68K+ 91.53% |
$377K - $436K
|
16.1K
$374K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
7.65K+ 76.99% |
$376K - $435K
|
17.6K
$409K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.58K+ 102.77% |
$372K - $431K
|
14.9K
$348K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.57K+ 105.42% |
$372K - $430K
|
14.7K
$343K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7.57K+ 100.59% |
$372K - $430K
|
15.1K
$351K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.52KNew |
$370K - $428K
|
7.52K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.42K+ 90.67% |
$365K - $422K
|
15.6K
$363K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.41K+ 105.75% |
$364K - $421K
|
14.4K
$335K
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
7.4KNew |
$364K - $421K
|
7.4K
$172K
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
7.32K+ 142.97% |
$360K - $416K
|
12.4K
$289K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.29K+ 128.95% |
$358K - $414K
|
12.9K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.22KNew |
$355K - $411K
|
7.22K
$168K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
7.21KNew |
$355K - $410K
|
7.21K
$168K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.16K+ 107.21% |
$352K - $407K
|
13.8K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
7.08K+ 95.87% |
$348K - $402K
|
14.5K
$336K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.07K+ 47.31% |
$348K - $402K
|
22K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.03K+ 100.0% |
$346K - $400K
|
14.1K
$327K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.03K+ 67.33% |
$346K - $400K
|
17.5K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.97K+ 101.0% |
$343K - $396K
|
13.9K
$323K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
6.94K+ 100.0% |
$341K - $395K
|
13.9K
$323K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.88K+ 91.73% |
$338K - $391K
|
14.4K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.88K+ 100.48% |
$338K - $391K
|
13.7K
$319K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6.85K+ 99.85% |
$337K - $390K
|
13.7K
$319K
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
6.84K+ 91.28% |
$336K - $389K
|
14.3K
$333K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.83KNew |
$335K - $388K
|
6.83K
$159K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
6.68K+ 174.08% |
$328K - $380K
|
10.5K
$244K
|