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 11, 2022 Q1 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
21.5K
+ 101.71%
$1.06M - $1.22M
42.6K $991K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
21.5K
+ 160.35%
$1.05M - $1.22M
34.8K $810K
Apr 07, 2022 Q1 2022
Rvw Wealth, LLC

BUY
 -
21.4K
+ 100.45%
$1.05M - $1.22M
42.8K $995K
May 10, 2022 Q1 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
21.2K
New
$1.04M - $1.2M
21.2K $492K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
21K
+ 155.96%
$1.03M - $1.19M
34.4K $801K
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

BUY
 -
20.9K
+ 93.02%
$1.03M - $1.19M
43.4K $1.01M
May 16, 2022 Q1 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
20.8K
+ 125.57%
$1.02M - $1.18M
37.4K $871K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
20.7K
+ 103.08%
$1.02M - $1.18M
40.9K $950K
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
20.6K
New
$1.01M - $1.17M
20.6K $478K
Apr 25, 2022 Q1 2022
Segment Wealth Management, LLC

BUY
 -
20.6K
+ 102.46%
$1.01M - $1.17M
40.6K $944K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
20.2K
+ 2.18%
$993K - $1.15M
945K $22M
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
20K
+ 81.12%
$982K - $1.14M
44.6K $1.04M
Apr 15, 2022 Q1 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
19.8K
+ 154.12%
$973K - $1.13M
32.6K $759K
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
19.8K
+ 103.92%
$971K - $1.12M
38.8K $902K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
19.4K
+ 142.03%
$955K - $1.11M
33.1K $771K
May 09, 2022 Q1 2022
Jackson Hole Capital Partners, LLC

BUY
 -
19.3K
+ 100.01%
$951K - $1.1M
38.7K $900K
May 12, 2022 Q1 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
19.3K
+ 100.0%
$946K - $1.09M
38.5K $896K
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
19.2K
+ 93.03%
$944K - $1.09M
39.9K $927K
Apr 21, 2022 Q1 2022
Elm Partners Management LLC

BUY
 -
18.8K
+ 366.72%
$926K - $1.07M
24K $558K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
18.7K
+ 101.39%
$917K - $1.06M
37.1K $862K
Apr 19, 2022 Q1 2022
Lincoln Capital Corp

BUY
 -
18.6K
+ 102.69%
$913K - $1.06M
36.7K $853K
Apr 14, 2022 Q1 2022
Benchmark Wealth Management, LLC

BUY
 -
18.4K
+ 104.33%
$906K - $1.05M
36.1K $839K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
18.1K
+ 124.54%
$892K - $1.03M
32.7K $761K
May 12, 2022 Q1 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
17.9K
+ 96.75%
$878K - $1.02M
36.3K $845K
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

BUY
 -
17.8K
+ 100.57%
$876K - $1.01M
35.6K $827K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
17.7K
+ 93.47%
$869K - $1.01M
36.6K $852K
May 16, 2022 Q1 2022
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
17.7K
+ 99.12%
$868K - $1M
35.5K $825K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
17.6K
+ 173.28%
$864K - $1M
27.7K $645K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17.6K
+ 163.7%
$863K - $999K
28.3K $658K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
17.5K
New
$860K - $995K
17.5K $407K
Apr 26, 2022 Q1 2022
S.E.E.D. Planning Group LLC

BUY
 -
17.3K
+ 100.97%
$852K - $985K
34.5K $802K
May 16, 2022 Q1 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
17.3K
+ 89.41%
$852K - $985K
36.7K $854K
Aug 15, 2022 Q1 2022
Infini Capital Management LTD

Central, K3
BUY
 -
17.2K
New
$847K - $980K
17.2K $401K
Apr 13, 2022 Q1 2022
Carret Asset Management, LLC

BUY
 -
17.1K
+ 100.82%
$843K - $975K
34.2K $794K
Apr 20, 2022 Q1 2022
Sigma Investment Counselors Inc

BUY
 -
17.1K
+ 102.07%
$839K - $971K
33.8K $786K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
16.9K
+ 106.57%
$832K - $963K
32.8K $763K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
16.9K
+ 107.92%
$832K - $962K
32.6K $758K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
16.9K
+ 103.74%
$831K - $961K
33.2K $772K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
16.8K
+ 1065.29%
$827K - $956K
18.4K $428K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
16.8K
+ 89.71%
$826K - $956K
35.6K $827K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
16.6K
+ 78.08%
$816K - $944K
37.9K $881K
May 13, 2022 Q1 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
16.6K
+ 94.29%
$814K - $941K
34.1K $794K
Apr 22, 2022 Q1 2022
Foster Group, Inc.

BUY
 -
16.5K
+ 156.98%
$813K - $940K
27.1K $630K
May 09, 2022 Q1 2022
Compass Advisory Group LLC

BUY
 -
16.5K
+ 107.03%
$812K - $939K
31.9K $743K
Apr 28, 2022 Q1 2022
Bcs Wealth Management

BUY
 -
16.4K
+ 82.51%
$804K - $930K
36.2K $842K
Apr 25, 2022 Q1 2022
Meritage Portfolio Management

BUY
 -
16K
+ 98.22%
$786K - $909K
32.3K $750K
May 10, 2022 Q1 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
16K
+ 99.99%
$785K - $908K
32K $743K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
16K
+ 316.5%
$784K - $907K
21K $488K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
15.8K
+ 94.78%
$778K - $900K
32.5K $757K

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