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 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20.4K- 7.61% |
$878K - $1.1M
|
248K
$5.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-20.9K- 12.87% |
$897K - $1.13M
|
141K
$3.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-21.6K- 11.63% |
$929K - $1.17M
|
164K
$3.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 8.34% |
$964K - $1.21M
|
247K
$5.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-22.5K- 46.46% |
$967K - $1.22M
|
26K
$574K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.4K- 21.1% |
$1.01M - $1.27M
|
87.7K
$1.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-23.8K- 21.3% |
$1.02M - $1.28M
|
87.8K
$1.94M
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-24.9KClosed |
$1.07M - $1.34M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.4K- 23.38% |
$1.09M - $1.37M
|
83.3K
$1.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26K- 68.56% |
$1.12M - $1.4M
|
11.9K
$264K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.2K- 27.67% |
$1.17M - $1.47M
|
71K
$1.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-29.5K- 0.74% |
$1.26M - $1.59M
|
3.98M
$87.9M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-29.5KClosed |
$1.27M - $1.59M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-30.2K- 3.23% |
$1.29M - $1.63M
|
903K
$20M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-30.3K- 3.21% |
$1.3M - $1.64M
|
915K
$20.2M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-30.4K- 98.7% |
$1.31M - $1.64M
|
400
$8.84K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-31K- 0.42% |
$1.33M - $1.67M
|
7.41M
$164M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-32.2KClosed |
$1.38M - $1.74M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.3K- 2.61% |
$1.39M - $1.75M
|
1.21M
$26.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-33.3K- 7.02% |
$1.43M - $1.8M
|
441K
$9.76M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-35.8K- 24.94% |
$1.54M - $1.93M
|
108K
$2.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-35.9K- 35.65% |
$1.54M - $1.94M
|
64.7K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-36.9K- 1.67% |
$1.58M - $1.99M
|
2.18M
$48.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-37.8K- 24.76% |
$1.62M - $2.04M
|
115K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.9K- 5.16% |
$1.63M - $2.05M
|
696K
$15.4M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-39.7K- 18.5% |
$1.7M - $2.14M
|
175K
$3.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-40.3K- 13.39% |
$1.73M - $2.18M
|
261K
$5.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-43.9K- 33.56% |
$1.88M - $2.37M
|
86.9K
$1.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-49.3K- 32.0% |
$2.12M - $2.66M
|
105K
$2.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-52.1K- 88.88% |
$2.24M - $2.81M
|
6.52K
$144K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52.3K- 59.61% |
$2.24M - $2.82M
|
35.4K
$783K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-52.9KClosed |
$2.27M - $2.85M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-53.6K- 35.63% |
$2.3M - $2.89M
|
96.8K
$2.14M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-53.7K- 5.56% |
$2.3M - $2.9M
|
911K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-58.7K- 81.53% |
$2.52M - $3.17M
|
13.3K
$294K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-59.9K- 17.8% |
$2.57M - $3.23M
|
277K
$6.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60.7K- 53.76% |
$2.6M - $3.27M
|
52.2K
$1.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-64.4K- 17.35% |
$2.76M - $3.47M
|
307K
$6.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-69.9KClosed |
$3M - $3.77M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
SELL
|
- |
-71.1K- 2.85% |
$3.05M - $3.84M
|
2.42M
$53.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-74.5KClosed |
$3.2M - $4.02M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-76.8K- 8.13% |
$3.3M - $4.14M
|
867K
$19.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-79.6K- 15.7% |
$3.42M - $4.29M
|
427K
$9.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-88.5K- 35.52% |
$3.8M - $4.78M
|
161K
$3.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-89.3K- 52.36% |
$3.83M - $4.82M
|
81.2K
$1.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-93.1K- 52.4% |
$4M - $5.02M
|
84.6K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-117K- 11.3% |
$5.02M - $6.31M
|
918K
$20.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 23.25% |
$5.6M - $7.04M
|
430K
$9.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-150K- 97.78% |
$6.45M - $8.11M
|
3.41K
$75.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-160K- 98.64% |
$6.88M - $8.65M
|
2.21K
$48.8K
|