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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
913+ 14.07% |
$47.4K - $51.9K
|
7.4K
$175K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
889+ 5.62% |
$46.1K - $50.5K
|
16.7K
$394K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
880New |
$45.6K - $50K
|
880
$20.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
856+ 0.43% |
$44.4K - $48.7K
|
199K
$4.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
849+ 4.47% |
$44K - $48.3K
|
19.8K
$468K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
847+ 0.64% |
$43.9K - $48.2K
|
134K
$3.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
802+ 4.48% |
$41.6K - $45.6K
|
18.7K
$441K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
767+ 1.96% |
$39.8K - $43.6K
|
39.8K
$940K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
758+ 9.59% |
$39.3K - $43.1K
|
8.66K
$204K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
750+ 1.07% |
$38.9K - $42.6K
|
70.8K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
746+ 1.08% |
$38.7K - $42.4K
|
69.7K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
734+ 3.03% |
$38.1K - $41.7K
|
25K
$589K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
720New |
$37.3K - $40.9K
|
720
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
666+ 5.42% |
$34.5K - $37.9K
|
12.9K
$306K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
664+ 11.25% |
$34.4K - $37.8K
|
6.57K
$155K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
630+ 0.51% |
$32.7K - $35.8K
|
123K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
627+ 4.9% |
$32.5K - $35.7K
|
13.4K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
625+ 13.32% |
$32.4K - $35.5K
|
5.32K
$125K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
617+ 6.52% |
$32K - $35.1K
|
10.1K
$238K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
602+ 27.3% |
$31.2K - $34.2K
|
2.81K
$66.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
598+ 2.43% |
$31K - $34K
|
25.3K
$596K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
590+ 2.18% |
$30.6K - $33.5K
|
27.6K
$652K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
586+ 20.75% |
$30.4K - $33.3K
|
3.41K
$80.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
575+ 7.47% |
$29.8K - $32.7K
|
8.28K
$195K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
560+ 8.44% |
$29K - $31.8K
|
7.2K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
558+ 2.55% |
$28.9K - $31.7K
|
22.5K
$530K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
555+ 10.6% |
$28.8K - $31.6K
|
5.79K
$137K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
548+ 1.8% |
$28.4K - $31.2K
|
31K
$731K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
536+ 22.85% |
$27.8K - $30.5K
|
2.88K
$68K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
505+ 0.1% |
$26.2K - $28.7K
|
502K
$11.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
500New |
$25.9K - $28.4K
|
500
$11.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
482+ 2.91% |
$25K - $27.4K
|
17K
$402K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
478+ 10.59% |
$24.8K - $27.2K
|
4.99K
$118K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
471+ 0.56% |
$24.4K - $26.8K
|
84.6K
$2M
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
451+ 2.62% |
$23.4K - $25.6K
|
17.7K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
445+ 5.12% |
$23.1K - $25.3K
|
9.14K
$216K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
431+ 266.05% |
$22.4K - $24.5K
|
593
$14K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 1.08% |
$22.3K - $24.4K
|
40.2K
$950K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
422+ 3.33% |
$21.9K - $24K
|
13.1K
$309K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
415+ 2.11% |
$21.5K - $23.6K
|
20.1K
$473K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
403+ 1.02% |
$20.9K - $22.9K
|
39.8K
$939K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
402+ 4.72% |
$20.9K - $22.9K
|
8.91K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
401+ 20.16% |
$20.8K - $22.8K
|
2.39K
$56.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
388+ 3.81% |
$20.1K - $22.1K
|
10.6K
$249K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
385+ 9.76% |
$20K - $21.9K
|
4.33K
$102K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
379+ 10.36% |
$19.7K - $21.5K
|
4.04K
$95.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
372+ 3.1% |
$19.3K - $21.2K
|
12.4K
$292K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
366+ 8.94% |
$19K - $20.8K
|
4.46K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
364+ 10.02% |
$18.9K - $20.7K
|
4K
$94.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
355+ 2.32% |
$18.4K - $20.2K
|
15.6K
$369K
|