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 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-54- 0.79% |
$2.8K - $3.07K
|
6.77K
$158K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-58- 0.77% |
$3.01K - $3.3K
|
7.5K
$175K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-58- 0.21% |
$3.01K - $3.3K
|
27.6K
$645K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-59- 0.23% |
$3.06K - $3.35K
|
25.9K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 0.47% |
$3.22K - $3.53K
|
13.3K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64- 0.86% |
$3.32K - $3.64K
|
7.37K
$172K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-67- 0.71% |
$3.48K - $3.81K
|
9.41K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-67- 1.45% |
$3.48K - $3.81K
|
4.57K
$107K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-80- 0.3% |
$4.15K - $4.55K
|
26.6K
$622K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 1.45% |
$4.15K - $4.55K
|
5.46K
$127K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-83- 0.51% |
$4.31K - $4.72K
|
16.3K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-87- 1.46% |
$4.51K - $4.95K
|
5.89K
$138K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-91- 1.34% |
$4.72K - $5.17K
|
6.68K
$156K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-93- 0.58% |
$4.82K - $5.29K
|
15.9K
$371K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.16% |
$5.03K - $5.52K
|
59K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-99- 3.7% |
$5.14K - $5.63K
|
2.58K
$60.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-99- 0.97% |
$5.14K - $5.63K
|
10.1K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$5.19K - $5.69K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-100- 74.63% |
$5.19K - $5.69K
|
34
$794
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-100- 0.36% |
$5.19K - $5.69K
|
27.5K
$642K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-101- 0.73% |
$5.24K - $5.74K
|
13.7K
$319K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-105- 70.0% |
$5.45K - $5.97K
|
45
$1.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.2% |
$5.5K - $6.03K
|
51.7K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-107Closed |
$5.55K - $6.08K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-109- 0.8% |
$5.65K - $6.2K
|
13.6K
$317K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-116- 3.57% |
$6.02K - $6.6K
|
3.13K
$73.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-118- 45.91% |
$6.12K - $6.71K
|
139
$3.25K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-125- 3.62% |
$6.48K - $7.11K
|
3.33K
$77.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-134- 5.63% |
$6.95K - $7.62K
|
2.24K
$52.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-137- 0.91% |
$7.11K - $7.79K
|
14.9K
$348K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-142- 4.05% |
$7.37K - $8.07K
|
3.37K
$78.6K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-144- 1.65% |
$7.47K - $8.19K
|
8.6K
$201K
|
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-147- 0.21% |
$7.62K - $8.36K
|
71.5K
$1.67M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-148- 4.54% |
$7.68K - $8.42K
|
3.11K
$72.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-151- 0.36% |
$7.83K - $8.59K
|
42K
$980K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-152- 0.89% |
$7.88K - $8.64K
|
17K
$397K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-158- 0.33% |
$8.2K - $8.98K
|
47.1K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-159- 99.38% |
$8.25K - $9.04K
|
1
$23.4
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 0.97% |
$8.3K - $9.1K
|
16.3K
$381K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-160- 2.21% |
$8.3K - $9.1K
|
7.09K
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-167- 1.19% |
$8.66K - $9.5K
|
13.8K
$323K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-176- 2.55% |
$9.13K - $10K
|
6.73K
$157K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-177- 48.63% |
$9.18K - $10.1K
|
187
$4.37K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-181- 0.43% |
$9.39K - $10.3K
|
42.3K
$988K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-181- 3.33% |
$9.39K - $10.3K
|
5.26K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-181- 6.53% |
$9.39K - $10.3K
|
2.59K
$60.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-183- 5.75% |
$9.49K - $10.4K
|
3K
$70.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-185- 0.25% |
$9.6K - $10.5K
|
72.5K
$1.69M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-187Closed |
$9.7K - $10.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-190- 1.25% |
$9.86K - $10.8K
|
15.1K
$352K
|