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 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-150K- 97.78% |
$6.45M - $8.11M
|
3.41K
$79.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-160K- 98.64% |
$6.88M - $8.65M
|
2.21K
$51.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-187KClosed |
$8.02M - $10.1M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-220K- 43.34% |
$9.44M - $11.9M
|
288K
$6.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-254K- 93.4% |
$10.9M - $13.7M
|
18K
$418K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-268K- 48.58% |
$11.5M - $14.5M
|
283K
$6.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-306K- 20.41% |
$13.1M - $16.5M
|
1.19M
$27.7M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-456K- 80.05% |
$19.6M - $24.6M
|
114K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-504K- 72.17% |
$21.6M - $27.2M
|
194K
$4.52M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-557K- 31.38% |
$23.9M - $30.1M
|
1.22M
$28.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-568KClosed |
$24.4M - $30.7M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-579K- 9.46% |
$24.9M - $31.3M
|
5.55M
$129M
|
|
|
Aug 12, 2022
Q2 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-957K- 22.95% |
$41.1M - $51.7M
|
3.21M
$74.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-2MClosed |
$85.9M - $108M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-2.03MClosed |
$86.9M - $109M
|
0
$0
|