Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q1 2022. 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
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
272K
+ 92.05%
$13.4M - $15.5M
568K $13.2M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
271K
+ 99.95%
$13.3M - $15.4M
543K $12.6M
May 06, 2022 Q1 2022
Wt Wealth Management

BUY
 -
267K
+ 111.47%
$13.1M - $15.2M
507K $11.8M
May 06, 2022 Q1 2022
Accredited Investors Inc.

BUY
 -
253K
+ 100.96%
$12.4M - $14.4M
503K $11.7M
May 06, 2022 Q1 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
248K
+ 109.82%
$12.2M - $14.1M
475K $11M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
243K
+ 80.08%
$12M - $13.8M
548K $12.7M
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

BUY
 -
240K
+ 109.71%
$11.8M - $13.6M
458K $10.7M
May 10, 2022 Q1 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
236K
+ 173.73%
$11.6M - $13.4M
373K $8.67M
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
236K
+ 74.88%
$11.6M - $13.4M
551K $12.8M
Apr 11, 2022 Q1 2022
Legacy Private Trust Co.

BUY
 -
224K
+ 96.9%
$11M - $12.7M
454K $10.6M
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
217K
+ 87.79%
$10.6M - $12.3M
463K $10.8M
Jul 14, 2022 Q1 2022
Juncture Wealth Strategies, LLC

BUY
 -
213K
+ 72.57%
$10.5M - $12.1M
508K $11.8M
May 10, 2022 Q1 2022
Strategic Advisors LLC

BUY
 -
208K
+ 78.29%
$10.2M - $11.8M
475K $11M
May 11, 2022 Q1 2022
Truepoint, Inc.

BUY
 -
208K
+ 98.45%
$10.2M - $11.8M
420K $9.76M
Apr 22, 2022 Q1 2022
Sym Financial Corp

BUY
 -
205K
+ 61.33%
$10.1M - $11.7M
539K $12.5M
Apr 12, 2022 Q1 2022
Caprock Group, Inc.

BUY
 -
198K
+ 88.56%
$9.75M - $11.3M
422K $9.82M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
198K
+ 88.88%
$9.75M - $11.3M
421K $9.8M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
198K
+ 88.88%
$9.75M - $11.3M
421K $9.8M
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
196K
+ 96.09%
$9.62M - $11.1M
400K $9.29M
May 06, 2022 Q1 2022
Buckingham Capital Management, Inc.

BUY
 -
191K
+ 104.01%
$9.37M - $10.8M
374K $8.7M
May 02, 2022 Q1 2022
Wbi Investments, Inc.

BUY
 -
187K
New
$9.19M - $10.6M
187K $4.35M
Apr 20, 2022 Q1 2022
Pegasus Asset Management, Inc.

BUY
 -
187K
+ 102.64%
$9.17M - $10.6M
368K $8.57M
Apr 22, 2022 Q1 2022
Goepper Burkhardt LLC

BUY
 -
183K
+ 95.85%
$8.99M - $10.4M
374K $8.7M
Apr 15, 2022 Q1 2022
Domani Wealth, LLC

BUY
 -
182K
+ 100.47%
$8.93M - $10.3M
362K $8.43M
Apr 18, 2022 Q1 2022
Madden Advisory Services, Inc.

BUY
 -
181K
+ 99.75%
$8.89M - $10.3M
362K $8.43M
May 06, 2022 Q1 2022
Sunburst Financial Group, LLC

BUY
 -
181K
+ 105.45%
$8.88M - $10.3M
352K $8.19M
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
171K
+ 67.13%
$8.41M - $9.73M
426K $9.91M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
171K
+ 73.7%
$8.4M - $9.72M
403K $9.37M
Apr 11, 2022 Q1 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
168K
+ 97.94%
$8.27M - $9.56M
340K $7.91M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
168K
+ 99.64%
$8.25M - $9.54M
336K $7.82M
May 06, 2022 Q1 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
162K
+ 81.41%
$7.95M - $9.2M
360K $8.38M
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

BUY
 -
158K
+ 128.19%
$7.77M - $8.99M
282K $6.55M
May 10, 2022 Q1 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
157K
+ 98.64%
$7.7M - $8.91M
316K $7.34M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
155K
New
$7.63M - $8.83M
155K $3.61M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
152K
+ 130.36%
$7.49M - $8.66M
269K $6.26M
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
150K
+ 114.06%
$7.36M - $8.51M
281K $6.53M
May 09, 2022 Q1 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
146K
+ 1932.99%
$7.18M - $8.3M
154K $3.57M
May 05, 2022 Q1 2022
Strategic Financial Planning, Inc.

BUY
 -
142K
+ 78.23%
$6.97M - $8.06M
323K $7.51M
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
141K
+ 71.82%
$6.91M - $7.99M
336K $7.83M
May 12, 2022 Q1 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
140K
+ 99.44%
$6.88M - $7.95M
281K $6.53M
Apr 18, 2022 Q1 2022
Eagle Capital Management, LLC

BUY
 -
139K
+ 103.87%
$6.81M - $7.88M
272K $6.33M
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
138K
New
$6.77M - $7.83M
138K $3.2M
Apr 28, 2022 Q1 2022
Ashford Advisors, LLC

BUY
 -
135K
+ 100.0%
$6.65M - $7.69M
271K $6.3M
May 11, 2022 Q1 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
134K
+ 99.83%
$6.6M - $7.63M
269K $6.25M
May 25, 2022 Q1 2022
Genesee Capital Advisors, LLC

BUY
 -
133K
+ 90.95%
$6.55M - $7.58M
280K $6.51M
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
133K
+ 109.11%
$6.54M - $7.57M
255K $5.93M
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
132K
+ 96.34%
$6.48M - $7.5M
269K $6.25M
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
132K
+ 98.26%
$6.47M - $7.48M
266K $6.18M
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

BUY
 -
128K
+ 95.76%
$6.31M - $7.3M
263K $6.11M

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