Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.04% |
$104 - $114
|
5.32K
$125K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.09% |
$104 - $114
|
2.17K
$51.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.24% |
$51.9 - $56.9
|
425
$10K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.03% |
$51.9 - $56.9
|
3.04K
$71.8K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$51.9 - $56.9
|
281
$6.63K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$51.9 - $56.9
|
1.16K
$27.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.44% |
$51.9 - $56.9
|
228
$5.38K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
1+ 0.02% |
$51.9 - $56.9
|
4.04K
$95.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.41% |
$51.9 - $56.9
|
243
$5.73K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.51% |
$51.9 - $56.9
|
199
$4.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
1+ 0.02% |
$51.9 - $56.9
|
4.19K
$98.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$51.9 - $56.9
|
2.09K
$49.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.29% |
$51.9 - $56.9
|
342
$8.07K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$51.9 - $56.9
|
11.4K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$51.9 - $56.9
|
11.9K
$281K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1- 0.01% |
$51.9 - $56.9
|
7.18K
$169K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1Closed |
$51.9 - $56.9
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-2- 0.01% |
$104 - $114
|
30.7K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3- 0.09% |
$156 - $171
|
3.28K
$77.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 2.23% |
$259 - $284
|
219
$5.17K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-6- 0.02% |
$311 - $341
|
30.6K
$722K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-6- 0.21% |
$311 - $341
|
2.91K
$68.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8- 0.27% |
$415 - $455
|
2.93K
$69.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 3.65% |
$622 - $682
|
317
$7.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12- 0.04% |
$622 - $682
|
28.6K
$675K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-13- 0.37% |
$674 - $739
|
3.52K
$83.1K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13Closed |
$674 - $739
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-14- 0.01% |
$726 - $796
|
122K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-17- 0.46% |
$882 - $967
|
3.7K
$87.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18- 0.06% |
$934 - $1.02K
|
31.5K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18- 0.05% |
$934 - $1.02K
|
39.1K
$923K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-19- 0.06% |
$986 - $1.08K
|
30.3K
$716K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-19- 0.76% |
$986 - $1.08K
|
2.48K
$58.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 0.41% |
$1.04K - $1.14K
|
4.89K
$115K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 6.1% |
$1.04K - $1.14K
|
308
$7.27K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-21- 0.02% |
$1.09K - $1.19K
|
95.4K
$2.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-27- 0.42% |
$1.4K - $1.54K
|
6.48K
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-28- 0.58% |
$1.45K - $1.59K
|
4.84K
$114K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-29- 0.21% |
$1.5K - $1.65K
|
13.7K
$323K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-32- 0.27% |
$1.66K - $1.82K
|
11.9K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37- 0.03% |
$1.92K - $2.1K
|
125K
$2.95M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-38- 1.74% |
$1.97K - $2.16K
|
2.15K
$50.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-38- 0.42% |
$1.97K - $2.16K
|
9K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-39- 1.91% |
$2.02K - $2.22K
|
2K
$47.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-42- 0.47% |
$2.18K - $2.39K
|
8.83K
$208K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-49- 0.89% |
$2.54K - $2.79K
|
5.43K
$128K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 1.68% |
$2.59K - $2.84K
|
2.93K
$69.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50- 0.21% |
$2.59K - $2.84K
|
23.7K
$560K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-50- 0.81% |
$2.59K - $2.84K
|
6.1K
$144K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-54- 0.79% |
$2.8K - $3.07K
|
6.77K
$160K
|