Purchases and Sales Made in Q2 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-751- 3.15% |
$32.2K - $40.5K
|
23.1K
$510K
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-765- 1.24% |
$32.8K - $41.3K
|
61.1K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-819- 4.32% |
$35.2K - $44.2K
|
18.2K
$402K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-823- 2.18% |
$35.3K - $44.4K
|
37K
$818K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-826- 68.38% |
$35.5K - $44.6K
|
382
$8.45K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-832- 8.43% |
$35.7K - $44.9K
|
9.03K
$200K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-850- 4.25% |
$36.5K - $45.9K
|
19.2K
$423K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-855- 2.26% |
$36.7K - $46.2K
|
37K
$818K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-868- 0.93% |
$37.3K - $46.9K
|
92.2K
$2.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-869- 14.44% |
$37.3K - $46.9K
|
5.15K
$114K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-869- 2.44% |
$37.3K - $46.9K
|
34.7K
$767K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-880- 3.72% |
$37.8K - $47.5K
|
22.8K
$503K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-899- 1.69% |
$38.6K - $48.5K
|
52.4K
$1.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-932- 2.73% |
$40K - $50.3K
|
33.2K
$734K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-949- 4.16% |
$40.7K - $51.2K
|
21.8K
$483K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-975- 1.64% |
$41.9K - $52.6K
|
58.5K
$1.29M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-978- 3.51% |
$42K - $52.8K
|
26.9K
$594K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.01K- 3.49% |
$43.3K - $54.5K
|
27.9K
$617K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.01K- 0.39% |
$43.5K - $54.7K
|
262K
$5.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.03K- 1.93% |
$44.3K - $55.8K
|
52.6K
$1.16M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.06K- 1.13% |
$45.6K - $57.4K
|
93.4K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 1.77% |
$45.7K - $57.4K
|
59.2K
$1.31M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.07K- 1.16% |
$45.9K - $57.7K
|
91K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 13.14% |
$46.1K - $57.9K
|
7.09K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.09K- 1.48% |
$46.6K - $58.6K
|
72K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.1% |
$47.6K - $59.9K
|
25.9K
$573K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.48% |
$51.5K - $64.8K
|
79.6K
$1.76M
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.2K- 1.19% |
$51.6K - $64.9K
|
99.6K
$2.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.28K- 1.63% |
$54.9K - $69K
|
76.9K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.29K- 21.9% |
$55.4K - $69.6K
|
4.6K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.32K- 10.55% |
$56.5K - $71K
|
11.2K
$247K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-1.33K- 4.61% |
$57K - $71.6K
|
27.5K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.33K- 14.92% |
$57.1K - $71.8K
|
7.59K
$168K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.34K- 8.51% |
$57.6K - $72.4K
|
14.4K
$319K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.36K- 8.7% |
$58.3K - $73.3K
|
14.3K
$315K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.37K- 6.06% |
$58.6K - $73.7K
|
21.2K
$468K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.38K- 79.61% |
$59.3K - $74.6K
|
354
$7.83K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.41K- 15.41% |
$60.5K - $76.1K
|
7.74K
$171K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.44KClosed |
$61.8K - $77.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.44K- 4.39% |
$61.9K - $77.8K
|
31.4K
$694K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.45K- 9.59% |
$62.2K - $78.2K
|
13.7K
$302K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.45K- 10.32% |
$62.3K - $78.3K
|
12.6K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.46K- 13.94% |
$62.8K - $78.9K
|
9.02K
$200K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.49% |
$63.8K - $80.2K
|
58.1K
$1.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51KClosed |
$65K - $81.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.65K- 7.84% |
$70.7K - $88.9K
|
19.4K
$428K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-1.67K- 6.35% |
$71.8K - $90.3K
|
24.7K
$545K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.73K- 79.02% |
$74.4K - $93.5K
|
460
$10.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78KClosed |
$76.2K - $95.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.82K- 6.5% |
$77.9K - $98K
|
26.1K
$578K
|