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 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
6.13K+ 4.72% |
$318K - $348K
|
136K
$3.06M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
6.01KNew |
$312K - $342K
|
6.01K
$135K
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6KNew |
$311K - $341K
|
6K
$135K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.98KNew |
$310K - $340K
|
5.98K
$135K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5.96K+ 4.42% |
$309K - $339K
|
141K
$3.17M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
5.78KNew |
$300K - $328K
|
5.78K
$130K
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.75KNew |
$298K - $327K
|
5.75K
$129K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.74K+ 37.18% |
$298K - $326K
|
21.2K
$476K
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.72KNew |
$297K - $325K
|
5.72K
$129K
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.66K+ 240.25% |
$293K - $322K
|
8.01K
$180K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
5.55K+ 101.41% |
$288K - $316K
|
11K
$248K
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.38K+ 57.72% |
$279K - $306K
|
14.7K
$331K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.25K+ 2.18% |
$272K - $299K
|
247K
$5.55M
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5KNew |
$259K - $284K
|
5K
$113K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.98K+ 12.06% |
$258K - $283K
|
46.2K
$1.04M
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.9K+ 11.83% |
$254K - $279K
|
46.3K
$1.04M
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.89K+ 6.18% |
$253K - $278K
|
84K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.89K+ 15.68% |
$253K - $278K
|
36K
$811K
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
4.81K+ 1.55% |
$249K - $273K
|
315K
$7.09M
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.81KNew |
$249K - $273K
|
4.81K
$108K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.63KNew |
$240K - $263K
|
4.63K
$104K
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
4.6K+ 57.95% |
$239K - $262K
|
12.5K
$282K
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.55K+ 10.99% |
$236K - $259K
|
45.9K
$1.03M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.54KNew |
$236K - $258K
|
4.54K
$102K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.48K+ 185.78% |
$232K - $255K
|
6.89K
$155K
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$230K - $252K
|
4.43K
$99.7K
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
4.33K+ 0.93% |
$224K - $246K
|
468K
$10.5M
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$222K - $244K
|
4.29K
$96.5K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.27K+ 20.97% |
$222K - $243K
|
24.7K
$555K
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.26K+ 7.32% |
$221K - $242K
|
62.5K
$1.41M
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.22K+ 20.53% |
$219K - $240K
|
24.8K
$557K
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$219K - $240K
|
4.21K
$94.8K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.15K+ 6.38% |
$215K - $236K
|
69.2K
$1.56M
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.14KNew |
$215K - $235K
|
4.14K
$93.1K
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.08KNew |
$212K - $232K
|
4.08K
$91.8K
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.05KNew |
$210K - $231K
|
4.05K
$91.2K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.03K+ 58.7% |
$209K - $229K
|
10.9K
$245K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.02K+ 13.45% |
$209K - $229K
|
33.9K
$763K
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
4KNew |
$207K - $227K
|
4K
$90K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.78K+ 7.59% |
$196K - $215K
|
53.6K
$1.21M
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
3.75KNew |
$194K - $213K
|
3.75K
$84.3K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.74K+ 11.71% |
$194K - $212K
|
35.6K
$802K
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
3.68KNew |
$191K - $209K
|
3.68K
$82.7K
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.52KNew |
$183K - $200K
|
3.52K
$79.2K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.37K+ 13.49% |
$175K - $192K
|
28.4K
$638K
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.32KNew |
$172K - $188K
|
3.32K
$74.6K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.31K+ 4.63% |
$172K - $188K
|
74.9K
$1.68M
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.31KNew |
$172K - $188K
|
3.31K
$74.5K
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.02KNew |
$156K - $171K
|
3.02K
$67.8K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$156K - $171K
|
3.01K
$67.8K
|