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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.66K+ 309.72% |
$327K - $379K
|
8.81K
$205K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.65K+ 98.29% |
$327K - $378K
|
13.4K
$312K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
6.64K+ 100.58% |
$326K - $377K
|
13.2K
$308K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.63K+ 88.61% |
$326K - $377K
|
14.1K
$328K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.63K+ 72.5% |
$326K - $377K
|
15.8K
$367K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.61K+ 95.92% |
$325K - $376K
|
13.5K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.61K+ 98.74% |
$325K - $376K
|
13.3K
$309K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.59K+ 100.0% |
$324K - $375K
|
13.2K
$307K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
6.58K+ 88.49% |
$324K - $374K
|
14K
$326K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.55K+ 88.54% |
$322K - $373K
|
14K
$325K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.55K+ 98.76% |
$322K - $372K
|
13.2K
$307K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.52K+ 154.7% |
$320K - $371K
|
10.7K
$250K
|
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
6.51K+ 99.98% |
$320K - $370K
|
13K
$303K
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
6.5K+ 100.0% |
$319K - $369K
|
13K
$302K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.5K+ 99.98% |
$319K - $369K
|
13K
$302K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.38K+ 114.13% |
$314K - $363K
|
12K
$279K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.38K+ 94.83% |
$313K - $363K
|
13.1K
$305K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.33K+ 97.7% |
$311K - $360K
|
12.8K
$298K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.28K+ 146.42% |
$309K - $357K
|
10.6K
$246K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.24K+ 92.1% |
$307K - $355K
|
13K
$303K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6.11KNew |
$300K - $347K
|
6.11K
$142K
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
6.1K+ 91.13% |
$300K - $347K
|
12.8K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6.06KNew |
$298K - $344K
|
6.06K
$141K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.05KNew |
$297K - $344K
|
6.05K
$141K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.04K+ 121.51% |
$297K - $344K
|
11K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.02K+ 242.43% |
$296K - $342K
|
8.5K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6K+ 100.0% |
$295K - $341K
|
12K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.99K+ 112.64% |
$294K - $340K
|
11.3K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.92K+ 73.86% |
$291K - $337K
|
13.9K
$324K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.91K+ 96.97% |
$291K - $336K
|
12K
$279K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 53.13% |
$288K - $333K
|
16.9K
$393K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.83K+ 125.24% |
$287K - $331K
|
10.5K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.83K+ 6.97% |
$286K - $331K
|
89.5K
$2.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.81K+ 81.14% |
$286K - $330K
|
13K
$302K
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
5.8KNew |
$285K - $330K
|
5.8K
$135K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.8K+ 95.08% |
$285K - $330K
|
11.9K
$277K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.79K+ 100.0% |
$285K - $329K
|
11.6K
$269K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.75K+ 100.0% |
$282K - $327K
|
11.5K
$267K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.7K+ 96.88% |
$280K - $324K
|
11.6K
$270K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.65K+ 89.62% |
$278K - $321K
|
11.9K
$278K
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.55K+ 79.65% |
$273K - $316K
|
12.5K
$291K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.44K+ 100.0% |
$267K - $309K
|
10.9K
$253K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.4K+ 88.67% |
$265K - $307K
|
11.5K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.33K+ 127.65% |
$262K - $303K
|
9.5K
$221K
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
5.32K+ 93.4% |
$261K - $302K
|
11K
$256K
|
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.31KNew |
$261K - $302K
|
5.31K
$124K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.29K+ 100.55% |
$260K - $301K
|
10.5K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.27K+ 244.7% |
$259K - $299K
|
7.42K
$173K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.15K+ 100.08% |
$253K - $293K
|
10.3K
$239K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.07K+ 124.18% |
$249K - $288K
|
9.15K
$213K
|