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 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
32.6K+ 96.11% |
$1.6M - $1.85M
|
66.4K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
32K+ 104.28% |
$1.57M - $1.82M
|
62.6K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
31.7K+ 93.06% |
$1.56M - $1.8M
|
65.8K
$1.53M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
31.4K+ 110.62% |
$1.54M - $1.78M
|
59.8K
$1.39M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
31.3K+ 101.13% |
$1.54M - $1.78M
|
62.3K
$1.45M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31.3K+ 126.36% |
$1.54M - $1.78M
|
56.1K
$1.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
31.2K+ 110.55% |
$1.54M - $1.78M
|
59.5K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31.2K+ 124.83% |
$1.53M - $1.77M
|
56.1K
$1.31M
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
31K+ 100.52% |
$1.52M - $1.76M
|
61.9K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
30.8K+ 106.43% |
$1.51M - $1.75M
|
59.7K
$1.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
30.7K+ 100.01% |
$1.51M - $1.75M
|
61.5K
$1.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30.7K+ 101.82% |
$1.51M - $1.74M
|
60.8K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
30.6K+ 81.75% |
$1.5M - $1.74M
|
68K
$1.58M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.5K+ 93.26% |
$1.5M - $1.73M
|
63.2K
$1.47M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
30.2K+ 90.97% |
$1.48M - $1.72M
|
63.4K
$1.47M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
30.1K+ 26.01% |
$1.48M - $1.71M
|
146K
$3.39M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
29.8K+ 97.75% |
$1.46M - $1.69M
|
60.2K
$1.4M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
29.1K+ 126.66% |
$1.43M - $1.66M
|
52.1K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
28.8KNew |
$1.42M - $1.64M
|
28.8K
$670K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
28.5K+ 99.61% |
$1.4M - $1.62M
|
57K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
27.9K+ 97.52% |
$1.37M - $1.58M
|
56.4K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
27.6K+ 97.02% |
$1.36M - $1.57M
|
56.1K
$1.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
27.4K+ 130.1% |
$1.34M - $1.56M
|
48.4K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
27.2K+ 102.89% |
$1.34M - $1.55M
|
53.6K
$1.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
26.7K+ 96.78% |
$1.31M - $1.52M
|
54.4K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
26.7K+ 100.32% |
$1.31M - $1.52M
|
53.3K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
26.7K+ 96.26% |
$1.31M - $1.52M
|
54.4K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
26.6K+ 81.12% |
$1.31M - $1.51M
|
59.5K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
26.6K+ 102.67% |
$1.31M - $1.51M
|
52.4K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
26.4K+ 100.0% |
$1.3M - $1.5M
|
52.9K
$1.23M
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
26.2K+ 94.35% |
$1.29M - $1.49M
|
53.9K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26.1K+ 94.04% |
$1.28M - $1.48M
|
53.8K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25.6K+ 92.74% |
$1.26M - $1.45M
|
53.1K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25.6KNew |
$1.26M - $1.45M
|
25.6K
$595K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
25.4K+ 98.08% |
$1.25M - $1.45M
|
51.4K
$1.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
25.3K+ 1212.15% |
$1.25M - $1.44M
|
27.4K
$638K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 91.32% |
$1.23M - $1.43M
|
52.6K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25K+ 349.55% |
$1.23M - $1.42M
|
32.2K
$749K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
24.8K+ 104.39% |
$1.22M - $1.41M
|
48.5K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24.3K+ 100.0% |
$1.2M - $1.38M
|
48.7K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.1K+ 94.54% |
$1.19M - $1.37M
|
49.7K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
24.1K+ 103.68% |
$1.19M - $1.37M
|
47.4K
$1.1M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24.1K+ 25.59% |
$1.18M - $1.37M
|
118K
$2.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
23.4K+ 96.67% |
$1.15M - $1.33M
|
47.7K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
23.2K+ 100.0% |
$1.14M - $1.32M
|
46.5K
$1.08M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
23.2K+ 100.0% |
$1.14M - $1.32M
|
46.5K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23K+ 64.48% |
$1.13M - $1.31M
|
58.6K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
22.7K+ 72.99% |
$1.12M - $1.29M
|
53.8K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
22.3K+ 99.33% |
$1.1M - $1.27M
|
44.8K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.9K+ 104.29% |
$1.07M - $1.24M
|
42.8K
$996K
|