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
Dec 01, 2022 Q2 2022
Family Firm, Inc.

BUY
 -
34.7K
+ 29.94%
$1.49M - $1.87M
150K $3.33M
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

BUY
 -
33.1K
+ 7.84%
$1.42M - $1.79M
455K $10.1M
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

BUY
 -
30.6K
+ 4.62%
$1.31M - $1.65M
693K $15.3M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
30.1K
+ 4339.77%
$1.29M - $1.63M
30.8K $681K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
29.3K
+ 7.26%
$1.26M - $1.58M
432K $9.56M
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
28.5K
+ 83.24%
$1.23M - $1.54M
62.8K $1.39M
Aug 09, 2022 Q2 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
28.1K
+ 4.08%
$1.21M - $1.52M
718K $15.9M
Jul 19, 2022 Q2 2022
Joule Financial, LLC

BUY
 -
27.6K
New
$1.18M - $1.49M
27.6K $610K
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
26.5K
+ 6.29%
$1.14M - $1.43M
448K $9.9M
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
26.5K
+ 6.29%
$1.14M - $1.43M
448K $9.9M
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
24.2K
+ 9.5%
$1.04M - $1.31M
279K $6.16M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
24.1K
+ 26.88%
$1.03M - $1.3M
114K $2.51M
Aug 10, 2022 Q2 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
23.6K
+ 8.39%
$1.01M - $1.27M
304K $6.73M
Aug 08, 2022 Q2 2022
Lokken Investment Group LLC

BUY
 -
22.3K
+ 115.96%
$957K - $1.2M
41.5K $918K
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
21.4K
New
$917K - $1.15M
21.4K $472K
Jul 15, 2022 Q2 2022
Oxinas Partners Wealth Management LLC

BUY
 -
21.1K
+ 95.94%
$907K - $1.14M
43.1K $954K
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
20.9K
New
$895K - $1.13M
20.9K $461K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
20.7K
+ 30.36%
$888K - $1.12M
88.8K $1.96M
Jul 26, 2022 Q2 2022
Rocky Mountain Advisers, LLC

BUY
 -
20.2K
+ 19.08%
$868K - $1.09M
126K $2.79M
Jul 11, 2022 Q2 2022
Ewg Elevate Inc.

BUY
 -
19.7K
+ 4.31%
$847K - $1.07M
478K $10.6M
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
19.2K
+ 30.59%
$824K - $1.04M
81.9K $1.81M
Aug 15, 2022 Q2 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
19K
+ 7.05%
$814K - $1.02M
288K $6.36M
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

BUY
 -
18.9K
+ 1.16%
$810K - $1.02M
1.64M $36.3M
Aug 05, 2022 Q2 2022
Trellis Advisors, LLC

BUY
 -
18.8K
+ 11.89%
$807K - $1.01M
177K $3.91M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
17.3K
New
$744K - $936K
17.3K $383K
Aug 02, 2022 Q2 2022
Zwj Investment Counsel Inc

BUY
 -
17.3K
+ 49.67%
$741K - $931K
52K $1.15M
Jul 14, 2022 Q2 2022
Compass Advisory Group LLC

BUY
 -
16.6K
+ 51.94%
$712K - $896K
48.5K $1.07M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
16.6K
+ 27.73%
$712K - $895K
76.4K $1.69M
Jul 22, 2022 Q2 2022
Momentum Advisors, LLC

BUY
 -
16.5K
New
$710K - $893K
16.5K $366K
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
16.2K
New
$696K - $875K
16.2K $358K
Jul 15, 2022 Q2 2022
Capital Advisors Inc

BUY
 -
16K
+ 63.66%
$687K - $864K
41.1K $910K
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

BUY
 -
15.6K
+ 1.21%
$672K - $845K
1.31M $29M
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
15.6K
+ 2.01%
$668K - $840K
791K $17.5M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
14.9K
New
$638K - $803K
14.9K $329K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
14.4K
+ 68.99%
$619K - $778K
35.3K $781K
Jul 29, 2022 Q2 2022
Evergreen Advisors, LLC

BUY
 -
14.4K
+ 0.71%
$618K - $777K
2.04M $45.1M
Jul 22, 2022 Q2 2022
Successful Portfolios LLC

BUY
 -
13.9K
+ 10.34%
$595K - $748K
148K $3.27M
Jul 19, 2022 Q2 2022
Sym Financial Corp

BUY
 -
13.4K
+ 2.48%
$574K - $722K
553K $12.2M
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
13.4K
+ 3.92%
$573K - $721K
354K $7.82M
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

BUY
 -
13.2K
New
$567K - $713K
13.2K $292K
Aug 02, 2022 Q2 2022
Shilanski & Associates, Inc.

BUY
 -
13.2K
+ 5.95%
$565K - $710K
234K $5.18M
Aug 05, 2022 Q2 2022
Buckingham Capital Management, Inc.

BUY
 -
13K
+ 3.48%
$559K - $703K
387K $8.55M
Aug 12, 2022 Q2 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
12.8K
+ 0.85%
$549K - $690K
1.52M $33.7M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
12.4K
+ 1.22%
$533K - $670K
1.03M $22.8M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
12K
New
$513K - $646K
12K $264K
Jul 29, 2022 Q2 2022
Wealth Architects, LLC

BUY
 -
11.8K
+ 112.62%
$508K - $639K
22.3K $494K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
11.7K
+ 10.1%
$501K - $630K
127K $2.81M
Aug 02, 2022 Q2 2022
Reliant Wealth Planning

BUY
 -
11.7K
New
$501K - $630K
11.7K $258K
Aug 15, 2022 Q2 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
11.6K
+ 14.87%
$496K - $624K
89.2K $1.97M

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB