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 19, 2022 Q2 2022
Pachira Investments Inc.

SELL
 -
-41
- 0.2%
$1.76K - $2.21K
20.6K $478K
Aug 01, 2022 Q2 2022
Rmb Capital Management, LLC

SELL
 -
-43
- 0.22%
$1.85K - $2.32K
19.4K $451K
Jul 13, 2022 Q2 2022
Red Door Wealth Management, LLC

SELL
 -
-46
- 0.05%
$1.97K - $2.48K
83.7K $1.95M
Aug 10, 2022 Q2 2022
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-47
- 0.73%
$2.02K - $2.54K
6.39K $149K
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

SELL
 -
-48
- 0.03%
$2.06K - $2.59K
160K $3.72M
Jul 07, 2022 Q2 2022
Astoria Portfolio Advisors Llc.

SELL
 -
-48
- 0.81%
$2.06K - $2.59K
5.86K $136K
Aug 10, 2022 Q2 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-50
- 0.04%
$2.15K - $2.7K
125K $2.91M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-51
- 0.39%
$2.19K - $2.75K
12.9K $300K
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

SELL
 -
-56
- 0.39%
$2.4K - $3.02K
14.3K $333K
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

SELL
 -
-66
- 0.36%
$2.83K - $3.56K
18.3K $425K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-68
Closed
$2.92K - $3.67K
0 $0
Aug 12, 2022 Q2 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-73
- 1.11%
$3.13K - $3.94K
6.48K $151K
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-78
- 0.11%
$3.35K - $4.21K
71.1K $1.65M
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-79
- 0.62%
$3.39K - $4.26K
12.7K $296K
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-80
- 0.1%
$3.43K - $4.32K
76.2K $1.77M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-81
- 0.44%
$3.48K - $4.37K
18.3K $426K
Jul 27, 2022 Q2 2022
Iron Financial, LLC

SELL
 -
-82
- 0.86%
$3.52K - $4.43K
9.4K $219K
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-84
- 0.4%
$3.61K - $4.53K
20.9K $487K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-86
Closed
$3.69K - $4.64K
0 $0
Aug 04, 2022 Q2 2022
Column Capital Advisors, LLC

SELL
 -
-87
- 0.03%
$3.73K - $4.7K
281K $6.55M
Aug 12, 2022 Q2 2022
Weik Capital Management

Wyomissing, PA
SELL
 -
-100
- 0.34%
$4.29K - $5.4K
29K $675K
Aug 01, 2022 Q2 2022
Sage Mountain Advisors LLC

SELL
 -
-100
- 9.09%
$4.29K - $5.4K
1K $23.3K
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

SELL
 -
-100
- 0.86%
$4.29K - $5.4K
11.5K $267K
Jul 11, 2022 Q2 2022
Bka Wealth Consulting, Inc.

SELL
 -
-120
- 2.26%
$5.15K - $6.48K
5.19K $121K
Aug 08, 2022 Q2 2022
Tower View Investment Management & Research LLC

SELL
 -
-123
- 17.93%
$5.28K - $6.64K
563 $13.1K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-124
- 0.62%
$5.32K - $6.69K
19.9K $462K
Aug 15, 2022 Q2 2022
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-128
- 1.44%
$5.5K - $6.91K
8.74K $203K
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-128
- 0.3%
$5.5K - $6.91K
43K $1M
Aug 08, 2022 Q2 2022
Rollins Financial

SELL
 -
-130
- 1.52%
$5.58K - $7.02K
8.4K $195K
Aug 05, 2022 Q2 2022
Ifrah Financial Services, Inc.

SELL
 -
-130
- 0.99%
$5.58K - $7.02K
13.1K $304K
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

SELL
 -
-132
- 2.03%
$5.67K - $7.13K
6.37K $148K
Aug 11, 2022 Q2 2022
Capasso Planning Partners LLC

Charleston, SC
SELL
 -
-142
- 2.64%
$6.1K - $7.67K
5.24K $122K
Aug 01, 2022 Q2 2022
Acas, LLC

SELL
 -
-142
- 1.4%
$6.1K - $7.67K
9.99K $232K
Aug 09, 2022 Q2 2022
Perennial Advisors, LLC

New York, NY
SELL
 -
-145
- 1.21%
$6.22K - $7.83K
11.8K $274K
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-159
- 13.81%
$6.83K - $8.58K
992 $23.1K
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-161
- 0.49%
$6.91K - $8.69K
32.5K $756K
Aug 12, 2022 Q2 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-166
- 0.43%
$7.13K - $8.96K
38.6K $898K
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

SELL
 -
-172
- 2.01%
$7.38K - $9.28K
8.37K $195K
Aug 03, 2022 Q2 2022
Camden Capital, LLC

SELL
 -
-174
- 2.4%
$7.47K - $9.39K
7.06K $164K
Jul 18, 2022 Q2 2022
Weatherly Asset Management L. P.

SELL
 -
-175
- 1.82%
$7.51K - $9.45K
9.44K $219K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-176
Closed
$7.56K - $9.5K
0 $0
Aug 10, 2022 Q2 2022
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-185
- 0.74%
$7.94K - $9.99K
24.8K $578K
Aug 10, 2022 Q2 2022
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-186
- 3.24%
$7.98K - $10K
5.55K $129K
Jul 15, 2022 Q2 2022
Apcm Wealth Management For Individuals

SELL
 -
-190
- 0.21%
$8.16K - $10.3K
89.7K $2.09M
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-192
- 0.85%
$8.24K - $10.4K
22.5K $523K
Jul 06, 2022 Q2 2022
Goal Vest Advisory LLC

SELL
 -
-208
- 50.49%
$8.93K - $11.2K
204 $4.75K
Jul 21, 2022 Q2 2022
Rtd Financial Advisors, Inc.

SELL
 -
-212
- 0.38%
$9.1K - $11.4K
55.9K $1.3M
Aug 23, 2022 Q2 2022
Garde Capital, Inc.

Seattle, WA
SELL
 -
-214
- 2.49%
$9.19K - $11.6K
8.38K $195K
Aug 03, 2022 Q2 2022
Schaeffer Financial LLC

SELL
 -
-216
- 0.09%
$9.27K - $11.7K
235K $5.46M

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