Purchases and Sales Made in Q2 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 Q2 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
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

BUY
 -
2.89M
+ 10.3%
$124M - $156M
31M $685M
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
2.05M
New
$87.8M - $110M
2.05M $45.2M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
644K
+ 7670.19%
$27.7M - $34.8M
653K $14.4M
Jul 22, 2022 Q2 2022
Hengehold Capital Management LLC

BUY
 -
410K
+ 21.29%
$17.6M - $22.2M
2.34M $51.7M
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

BUY
 -
345K
New
$14.8M - $18.6M
345K $7.62M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
260K
+ 14.03%
$11.2M - $14M
2.11M $46.8M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
252K
+ 47.54%
$10.8M - $13.6M
782K $17.3M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
252K
+ 47.54%
$10.8M - $13.6M
782K $17.3M
Jul 25, 2022 Q2 2022
Roger Wittlin Investment Advisory, LLC

BUY
 -
247K
New
$10.6M - $13.3M
247K $5.46M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
240K
+ 138.17%
$10.3M - $13M
414K $9.15M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
210K
+ 172.33%
$9.04M - $11.4M
333K $7.35M
Aug 12, 2022 Q2 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
180K
+ 13.54%
$7.71M - $9.7M
1.51M $33.3M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
160K
+ 7258.18%
$6.88M - $8.65M
162K $3.59M
Jul 22, 2022 Q2 2022
Omnia Family Wealth, LLC

BUY
 -
148K
+ 1993.55%
$6.33M - $7.96M
155K $3.43M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
134K
+ 6.48%
$5.77M - $7.25M
2.21M $48.8M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
117K
+ 14.18%
$5.02M - $6.31M
941K $20.8M
Jul 19, 2022 Q2 2022
Econ Financial Services Corp

BUY
 -
103K
New
$4.43M - $5.56M
103K $2.28M
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
102K
+ 8.33%
$4.37M - $5.49M
1.32M $29.3M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
94.5K
+ 34.91%
$4.06M - $5.1M
365K $8.08M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
92.3K
+ 175.4%
$3.96M - $4.98M
145K $3.2M
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
90.8K
+ 10.14%
$3.9M - $4.9M
986K $21.8M
Jul 11, 2022 Q2 2022
Strid Group, LLC

BUY
 -
88.5K
+ 3.63%
$3.8M - $4.78M
2.53M $55.8M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
84.3K
+ 232.11%
$3.62M - $4.55M
121K $2.67M
Aug 12, 2022 Q2 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
82.8K
+ 22.21%
$3.55M - $4.47M
455K $10.1M
Jul 18, 2022 Q2 2022
Elm Partners Management LLC

BUY
 -
71.7K
+ 299.01%
$3.08M - $3.87M
95.7K $2.12M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
67.2K
New
$2.88M - $3.63M
67.2K $1.48M
Aug 12, 2022 Q2 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
66.4K
New
$2.85M - $3.58M
66.4K $1.47M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

BUY
 -
63.9K
+ 34.33%
$2.74M - $3.45M
250K $5.53M
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
62.9K
+ 144.66%
$2.7M - $3.39M
106K $2.35M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
62.2K
+ 34.36%
$2.67M - $3.36M
243K $5.37M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
61.8K
+ 1333.23%
$2.65M - $3.34M
66.5K $1.47M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
55.9K
New
$2.4M - $3.02M
55.9K $1.24M
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
53.5K
New
$2.3M - $2.89M
53.5K $1.18M
Aug 12, 2022 Q2 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
52K
+ 5.34%
$2.23M - $2.81M
1.03M $22.7M
Aug 12, 2022 Q2 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
45.8K
+ 286.53%
$1.97M - $2.47M
61.8K $1.37M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
44.4K
New
$1.91M - $2.4M
44.4K $982K
Jul 01, 2022 Q2 2022
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
44.4K
+ 52.13%
$1.91M - $2.4M
130K $2.86M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
42K
+ 32.54%
$1.8M - $2.27M
171K $3.78M
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

BUY
 -
41.9K
+ 18.73%
$1.8M - $2.26M
266K $5.87M
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
41.7K
New
$1.79M - $2.25M
41.7K $922K
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
41.2K
+ 556.97%
$1.77M - $2.22M
48.6K $1.07M
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

BUY
 -
39.4K
+ 22.9%
$1.69M - $2.12M
211K $4.67M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
39.2K
+ 20.91%
$1.68M - $2.12M
227K $5.02M
Jul 07, 2022 Q2 2022
Legacy Private Trust Co.

BUY
 -
38.6K
+ 8.5%
$1.66M - $2.08M
493K $10.9M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
37.6K
+ 6.87%
$1.62M - $2.03M
585K $12.9M
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
BUY
 -
37.1K
+ 703.01%
$1.59M - $2M
42.4K $937K
Jul 20, 2022 Q2 2022
Ahl Investment Management, Inc.

BUY
 -
37K
+ 62.46%
$1.59M - $2M
96.1K $2.13M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
35.8K
+ 3.64%
$1.54M - $1.93M
1.02M $22.5M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
35.6K
+ 39.13%
$1.53M - $1.92M
127K $2.8M

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