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
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

SELL
 -
-3.88K
Closed
$167K - $210K
0 $0
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-3.99K
Closed
$171K - $215K
0 $0
Aug 02, 2022 Q2 2022
Baldwin Investment Management, LLC

SELL
 -
-4K
Closed
$172K - $216K
0 $0
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

SELL
 -
-4.07K
Closed
$175K - $220K
0 $0
Aug 01, 2022 Q2 2022
Grandfield & Dodd, LLC

SELL
 -
-4.07K
Closed
$175K - $220K
0 $0
Aug 08, 2022 Q2 2022
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-4.09K
Closed
$175K - $221K
0 $0
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-4.09K
- 8.79%
$176K - $221K
42.4K $939K
Aug 09, 2022 Q2 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-4.09K
Closed
$176K - $221K
0 $0
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

SELL
 -
-4.16K
Closed
$178K - $224K
0 $0
Jul 11, 2022 Q2 2022
Frg Family Wealth Advisors LLC

SELL
 -
-4.18K
Closed
$179K - $225K
0 $0
Aug 01, 2022 Q2 2022
Blooom, Inc.

SELL
 -
-4.25K
- 19.18%
$183K - $230K
17.9K $396K
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-4.27K
Closed
$183K - $230K
0 $0
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

SELL
 -
-4.31K
- 3.24%
$185K - $233K
129K $2.85M
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

SELL
 -
-4.32K
Closed
$185K - $233K
0 $0
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

SELL
 -
-4.42K
Closed
$190K - $238K
0 $0
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

SELL
 -
-4.5K
Closed
$193K - $243K
0 $0
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-4.51K
Closed
$194K - $243K
0 $0
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-4.6K
- 10.61%
$198K - $248K
38.8K $857K
Jun 06, 2023 Q2 2022
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-4.65K
Closed
$200K - $251K
0 $0
Aug 15, 2022 Q2 2022
Van Cleef Asset Management,Inc

Beachwood, OH
SELL
 -
-4.65K
- 12.67%
$200K - $251K
32.1K $709K
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

SELL
 -
-4.77K
- 78.07%
$205K - $257K
1.34K $29.6K
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

SELL
 -
-4.77K
- 33.5%
$205K - $257K
9.47K $209K
Jul 15, 2022 Q2 2022
Mc Adam, LLC

SELL
 -
-4.83K
Closed
$207K - $261K
0 $0
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

SELL
 -
-4.84K
- 14.6%
$208K - $261K
28.3K $625K
Jul 07, 2022 Q2 2022
Bath Savings Trust CO

SELL
 -
-4.87K
Closed
$209K - $263K
0 $0
Aug 15, 2022 Q2 2022
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-4.89K
Closed
$210K - $264K
0 $0
Jul 07, 2022 Q2 2022
Boltwood Capital Management

SELL
 -
-4.9K
- 6.4%
$210K - $264K
71.7K $1.59M
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

SELL
 -
-4.98K
Closed
$214K - $269K
0 $0
Aug 09, 2022 Q2 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-5.04K
- 21.76%
$216K - $272K
18.1K $401K
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-5.04K
- 2.53%
$216K - $272K
194K $4.29M
Aug 11, 2022 Q2 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-5.04K
- 2.53%
$216K - $272K
194K $4.29M
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-5.06K
- 18.32%
$217K - $273K
22.5K $498K
Jul 29, 2022 Q2 2022
Cross Staff Investments Inc

SELL
 -
-5.11K
- 17.57%
$220K - $276K
24K $531K
Aug 15, 2022 Q2 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-5.13K
- 3.4%
$220K - $277K
146K $3.23M
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-5.28K
Closed
$227K - $285K
0 $0
Jul 05, 2022 Q2 2022
Canandaigua National Corp

SELL
 -
-5.3K
Closed
$228K - $286K
0 $0
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

SELL
 -
-5.6K
- 7.64%
$240K - $302K
67.6K $1.5M
Mar 17, 2023 Q2 2022
Socha Financial Group, LLC

Corning, NY
SELL
 -
-5.63K
- 0.65%
$242K - $304K
867K $19.2M
Aug 10, 2022 Q2 2022
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-5.66K
- 38.51%
$243K - $305K
9.04K $200K
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

SELL
 -
-5.72K
- 54.65%
$245K - $309K
4.74K $105K
Aug 10, 2022 Q2 2022
Marshall Financial Group Inc

Doylestown, PA
SELL
 -
-5.76K
- 1.82%
$247K - $311K
310K $6.85M
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-5.77K
Closed
$248K - $311K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-5.78K
- 9.15%
$248K - $312K
57.4K $1.27M
Jul 11, 2022 Q2 2022
Solitude Financial Services

SELL
 -
-5.8K
Closed
$249K - $313K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-6.11K
- 36.19%
$262K - $330K
10.8K $238K
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-6.12K
- 20.06%
$263K - $331K
24.4K $539K
Aug 09, 2022 Q2 2022
Red Tortoise LLC

Atlanta, GA
SELL
 -
-6.34K
- 19.43%
$272K - $342K
26.3K $582K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-6.44K
- 4.15%
$276K - $348K
149K $3.29M
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-6.47K
- 49.75%
$278K - $349K
6.54K $145K

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