Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.81M+ 16.45% |
$93.1M - $99.4M
|
12.8M
$294M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
739KNew |
$37.9M - $40.5M
|
739K
$16.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
490K+ 3899.4% |
$25.2M - $26.9M
|
503K
$11.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
342K+ 29631.95% |
$17.6M - $18.8M
|
343K
$7.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
239K+ 415.89% |
$12.3M - $13.1M
|
297K
$6.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
225KNew |
$11.5M - $12.3M
|
225K
$5.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
220KNew |
$11.3M - $12.1M
|
220K
$5.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
143K+ 2159.98% |
$7.34M - $7.84M
|
150K
$3.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
113K+ 25.44% |
$5.78M - $6.17M
|
555K
$12.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
95.4KNew |
$4.9M - $5.23M
|
95.4K
$2.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
77.3KNew |
$3.97M - $4.24M
|
77.3K
$1.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.6K+ 288.94% |
$3.16M - $3.38M
|
82.9K
$1.9M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55.4K+ 301.23% |
$2.84M - $3.04M
|
73.8K
$1.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52.9K+ 5.8% |
$2.72M - $2.9M
|
965K
$22.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
49.6K+ 139.21% |
$2.55M - $2.72M
|
85.3K
$1.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
46K+ 15.15% |
$2.36M - $2.52M
|
350K
$8.02M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
45.3K+ 109.68% |
$2.32M - $2.48M
|
86.5K
$1.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3K+ 167.11% |
$1.97M - $2.1M
|
61.2K
$1.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 66.16% |
$1.73M - $1.85M
|
84.8K
$1.94M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
33K+ 11.34% |
$1.69M - $1.81M
|
324K
$7.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 12.77% |
$1.63M - $1.74M
|
280K
$6.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
28.6KNew |
$1.47M - $1.57M
|
28.6K
$655K
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
28.4K+ 2.95% |
$1.46M - $1.56M
|
992K
$22.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
26.2K+ 2.26% |
$1.34M - $1.43M
|
1.18M
$27.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.2K+ 4.17% |
$1.29M - $1.38M
|
629K
$14.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
24.1KNew |
$1.24M - $1.32M
|
24.1K
$551K
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
23.2KNew |
$1.19M - $1.27M
|
23.2K
$531K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
21.9K+ 7.58% |
$1.12M - $1.2M
|
310K
$7.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
20.6K+ 64.95% |
$1.06M - $1.13M
|
52.2K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.4K+ 7.15% |
$1.05M - $1.12M
|
306K
$7M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
19.6K+ 90.0% |
$1.01M - $1.08M
|
41.4K
$949K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 4.87% |
$987K - $1.05M
|
414K
$9.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$980K - $1.05M
|
19.1K
$437K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
17.9KNew |
$918K - $981K
|
17.9K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.7KNew |
$906K - $968K
|
17.7K
$404K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 1.83% |
$891K - $951K
|
963K
$22.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 5.19% |
$874K - $934K
|
345K
$7.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
16.6K+ 1.79% |
$850K - $909K
|
941K
$21.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.9K+ 175.29% |
$765K - $817K
|
23.4K
$536K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.7K+ 53.8% |
$752K - $804K
|
41.9K
$960K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
14.5K+ 4.98% |
$744K - $795K
|
306K
$7M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
13.9K+ 6.09% |
$715K - $763K
|
243K
$5.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
13.6K+ 1.32% |
$699K - $747K
|
1.05M
$24M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.5K+ 18.9% |
$591K - $631K
|
72.4K
$1.66M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
11.4K+ 16.88% |
$586K - $626K
|
79.1K
$1.81M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
11.1K+ 5.29% |
$571K - $610K
|
221K
$5.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 104.03% |
$554K - $592K
|
21.2K
$485K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.7K+ 8.63% |
$550K - $587K
|
135K
$3.09M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6K+ 75.49% |
$544K - $581K
|
24.6K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5KNew |
$538K - $575K
|
10.5K
$240K
|