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 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-6.44K
- 4.15%
$276K - $348K
149K $3.46M
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-6.47K
- 49.75%
$278K - $349K
6.54K $152K
Aug 08, 2022 Q2 2022
Edge Capital Group, LLC

SELL
 -
-6.52K
- 32.33%
$280K - $352K
13.6K $317K
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-6.56K
- 48.9%
$282K - $354K
6.86K $159K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-6.61K
Closed
$284K - $357K
0 $0
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-6.83K
Closed
$293K - $368K
0 $0
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
SELL
 -
-6.85K
- 7.14%
$294K - $370K
89.2K $2.07M
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-6.86K
Closed
$295K - $371K
0 $0
Jul 19, 2022 Q2 2022
Pacific Wealth Strategies Group, Inc.

SELL
 -
-7.02K
Closed
$301K - $379K
0 $0
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-7.21K
Closed
$310K - $389K
0 $0
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-7.52K
Closed
$323K - $406K
0 $0
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-7.83K
- 18.28%
$336K - $423K
35K $814K
Aug 26, 2022 Q2 2022
Goepper Burkhardt LLC

SELL
 -
-7.94K
- 2.12%
$341K - $429K
366K $8.51M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

SELL
 -
-7.99K
- 0.42%
$343K - $431K
1.9M $44.3M
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-8.31K
- 1.31%
$357K - $448K
626K $14.6M
Aug 09, 2022 Q2 2022
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-8.46K
- 60.64%
$363K - $457K
5.49K $128K
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-8.5K
Closed
$365K - $459K
0 $0
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-8.54K
- 13.46%
$366K - $461K
54.9K $1.28M
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-8.56K
- 48.81%
$367K - $462K
8.98K $209K
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

SELL
 -
-8.86K
- 1.37%
$380K - $478K
636K $14.8M
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

SELL
 -
-8.88K
- 1.77%
$381K - $480K
494K $11.5M
Aug 04, 2022 Q2 2022
Sawgrass Asset Management LLC

SELL
 -
-9.3K
- 13.94%
$399K - $502K
57.4K $1.34M
Aug 09, 2022 Q2 2022
Insight 2811, Inc.

Chicago, IL
SELL
 -
-10.2K
Closed
$438K - $551K
0 $0
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-10.6K
Closed
$454K - $571K
0 $0
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-10.7K
- 5.52%
$458K - $575K
182K $4.24M
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-10.8K
- 40.76%
$465K - $585K
15.7K $366K
Jul 18, 2022 Q2 2022
Willis Johnson & Associates, Inc.

SELL
 -
-10.9K
Closed
$467K - $588K
0 $0
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

SELL
 -
-11K
- 13.41%
$474K - $596K
71.2K $1.66M
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

SELL
 -
-11.1K
- 18.28%
$477K - $600K
49.7K $1.16M
Jul 29, 2022 Q2 2022
Madden Advisory Services, Inc.

SELL
 -
-11.1K
- 3.07%
$477K - $600K
351K $8.17M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-12.1K
- 21.04%
$522K - $656K
45.6K $1.06M
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-12.4K
- 10.45%
$530K - $667K
106K $2.46M
Jul 20, 2022 Q2 2022
Planning Alternatives LTD

SELL
 -
-12.5K
- 11.42%
$536K - $673K
96.8K $2.25M
Aug 15, 2022 Q2 2022
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-12.5K
Closed
$538K - $677K
0 $0
Jul 19, 2022 Q2 2022
Genesee Capital Advisors, LLC

SELL
 -
-12.6K
- 4.49%
$539K - $678K
267K $6.22M
Jul 12, 2022 Q2 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-12.9K
- 3.78%
$552K - $695K
327K $7.61M
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

SELL
 -
-13.3K
Closed
$570K - $717K
0 $0
Aug 03, 2022 Q2 2022
Strategic Financial Planning, Inc.

SELL
 -
-13.7K
- 4.23%
$587K - $738K
309K $7.2M
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

SELL
 -
-14K
- 6.31%
$602K - $757K
208K $4.84M
Jul 29, 2022 Q2 2022
Kiley Juergens Wealth Management, LLC

SELL
 -
-15.2K
- 19.56%
$653K - $821K
62.5K $1.45M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-16.2K
- 3.17%
$695K - $874K
494K $11.5M
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-16.3K
- 3.82%
$699K - $879K
410K $9.54M
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-16.3K
- 10.84%
$702K - $882K
134K $3.13M
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

SELL
 -
-16.6K
- 99.1%
$713K - $896K
150 $3.49K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-17.1K
- 7.98%
$735K - $924K
197K $4.59M
Jul 13, 2022 Q2 2022
Domani Wealth, LLC

SELL
 -
-17.2K
- 4.74%
$737K - $926K
345K $8.03M
Aug 18, 2022 Q2 2022
Infini Capital Management LTD

Central, K3
SELL
 -
-17.2K
Closed
$740K - $930K
0 $0
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-17.6K
- 15.93%
$756K - $950K
92.9K $2.16M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

SELL
 -
-17.8K
- 22.2%
$762K - $958K
62.2K $1.45M

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