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 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.82K- 6.5% |
$77.9K - $98K
|
26.1K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.82K- 2.76% |
$78K - $98K
|
64K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.84K- 1.45% |
$79.1K - $99.4K
|
125K
$2.92M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.85K- 4.91% |
$79.2K - $99.6K
|
35.8K
$832K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.85K- 12.35% |
$79.4K - $99.9K
|
13.1K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.88K- 12.0% |
$80.8K - $102K
|
13.8K
$321K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.88K- 3.5% |
$80.8K - $102K
|
51.9K
$1.21M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.89K- 5.86% |
$81.1K - $102K
|
30.4K
$706K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.91K- 6.2% |
$82.1K - $103K
|
28.9K
$673K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.92K- 0.33% |
$82.3K - $103K
|
574K
$13.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.95K- 13.5% |
$83.7K - $105K
|
12.5K
$290K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.99K- 1.99% |
$85.4K - $107K
|
98K
$2.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.99K- 1.36% |
$85.4K - $107K
|
144K
$3.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.99K- 14.8% |
$85.6K - $108K
|
11.5K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2K- 3.35% |
$85.9K - $108K
|
57.7K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.01K- 3.26% |
$86.5K - $109K
|
59.8K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.17K- 16.95% |
$93.2K - $117K
|
10.6K
$247K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.21K- 30.61% |
$94.9K - $119K
|
5.01K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.23K- 15.96% |
$95.5K - $120K
|
11.7K
$272K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.23K- 1.43% |
$95.8K - $120K
|
154K
$3.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.23K- 5.6% |
$95.9K - $121K
|
37.6K
$875K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.28K- 0.63% |
$97.7K - $123K
|
358K
$8.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.34K- 2.75% |
$101K - $126K
|
83K
$1.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.4K- 8.75% |
$103K - $129K
|
25K
$582K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.4K- 4.83% |
$103K - $130K
|
47.3K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.45K- 7.81% |
$105K - $132K
|
28.9K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.45K- 17.19% |
$105K - $132K
|
11.8K
$275K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.45KClosed |
$105K - $132K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.47K- 6.82% |
$106K - $133K
|
33.7K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.48K- 2.66% |
$107K - $134K
|
91K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.52K- 2.86% |
$108K - $136K
|
85.4K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.55K- 3.75% |
$109K - $137K
|
65.4K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.55K- 26.81% |
$109K - $137K
|
6.95K
$162K
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.57K- 2.23% |
$110K - $138K
|
113K
$2.62M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.57K- 1.85% |
$110K - $139K
|
136K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 16.1% |
$111K - $140K
|
13.5K
$314K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.71K- 19.35% |
$116K - $146K
|
11.3K
$263K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.73K- 18.49% |
$117K - $147K
|
12K
$280K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 11.75% |
$119K - $150K
|
20.9K
$486K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.94K- 3.2% |
$126K - $159K
|
88.9K
$2.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.98KClosed |
$128K - $161K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3K- 5.62% |
$129K - $162K
|
50.3K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.04K- 11.52% |
$131K - $164K
|
23.4K
$544K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.11K- 4.46% |
$133K - $168K
|
66.6K
$1.55M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.12K- 2.56% |
$134K - $169K
|
119K
$2.77M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 21.93% |
$149K - $187K
|
12.3K
$286K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.64K- 23.6% |
$156K - $196K
|
11.8K
$274K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.74K- 20.33% |
$161K - $202K
|
14.7K
$341K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.75K- 0.36% |
$161K - $203K
|
1.03M
$23.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.76KClosed |
$161K - $203K
|
0
$0
|