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 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
11.2K
+ 42.63%
$482K - $606K
37.5K $873K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
11.1K
+ 33.83%
$475K - $598K
43.8K $1.02M
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
10.6K
New
$454K - $571K
10.6K $246K
Aug 09, 2022 Q2 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
10.5K
+ 2.22%
$452K - $568K
485K $11.3M
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

BUY
 -
10.3K
+ 12.9%
$443K - $556K
90.2K $2.1M
Jul 28, 2022 Q2 2022
Manchester Financial Inc

BUY
 -
10.2K
+ 1.48%
$437K - $549K
698K $16.2M
Sep 13, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
10.1K
+ 1.1%
$434K - $545K
925K $21.5M
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

BUY
 -
9.79K
+ 11.79%
$420K - $528K
92.8K $2.16M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.61K
+ 1.33%
$413K - $519K
733K $17.1M
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
9.53K
+ 12.31%
$409K - $515K
87K $2.02M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.37K
+ 14.31%
$402K - $506K
74.8K $1.74M
Nov 08, 2022 Q2 2022
Wealthsimple Inc.

Toronto, A6
BUY
 -
9.32K
New
$400K - $503K
9.32K $217K
Jul 29, 2022 Q2 2022
Sunburst Financial Group, LLC

BUY
 -
9.13K
+ 2.6%
$392K - $493K
361K $8.4M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
9.02K
New
$387K - $487K
9.02K $210K
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
8.93K
+ 0.66%
$383K - $482K
1.36M $31.6M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
8.85K
+ 30.57%
$380K - $478K
37.8K $879K
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
8.45K
+ 155.41%
$363K - $456K
13.9K $323K
Jul 21, 2022 Q2 2022
Pathway Financial Advisors LLC

BUY
 -
8.33K
New
$358K - $450K
8.33K $194K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
8.26K
New
$354K - $446K
8.26K $192K
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
8.25K
+ 4.01%
$354K - $445K
214K $4.98M
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

BUY
 -
8.01K
+ 16.89%
$344K - $432K
55.4K $1.29M
Jul 12, 2022 Q2 2022
Caliber Wealth Management, LLC

BUY
 -
7.97K
New
$342K - $430K
7.97K $185K
Nov 10, 2022 Q2 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
7.94K
New
$341K - $429K
7.94K $185K
Aug 15, 2022 Q2 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
7.89K
New
$339K - $426K
7.89K $183K
Aug 15, 2022 Q2 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
7.77K
New
$334K - $419K
7.77K $181K
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
7.64K
+ 9.12%
$328K - $413K
91.5K $2.13M
Aug 11, 2022 Q2 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
7.58K
+ 164.7%
$325K - $409K
12.2K $283K
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
7.54K
+ 20.59%
$324K - $407K
44.2K $1.03M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
7.51K
+ 1.62%
$322K - $405K
471K $10.9M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.24K
+ 10.82%
$311K - $391K
74.2K $1.73M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.22K
+ 5.5%
$310K - $390K
138K $3.22M
Jul 26, 2022 Q2 2022
Mastrapasqua Asset Management Inc

BUY
 -
7.03K
+ 184.85%
$302K - $379K
10.8K $252K
Jul 27, 2022 Q2 2022
Compass Capital Management, Inc

BUY
 -
6.84K
New
$294K - $369K
6.84K $159K
Aug 01, 2022 Q2 2022
Pegasus Asset Management, Inc.

BUY
 -
6.79K
+ 1.84%
$291K - $366K
375K $8.73M
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
6.79K
+ 127.04%
$291K - $366K
12.1K $282K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
6.78K
+ 8.95%
$291K - $366K
82.5K $1.92M
Jul 21, 2022 Q2 2022
Mitchell Sinkler & Starr

BUY
 -
6.69K
+ 13.83%
$287K - $361K
55.1K $1.28M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

BUY
 -
6.57K
New
$282K - $355K
6.57K $153K
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
6.51K
+ 4.27%
$280K - $352K
159K $3.7M
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

BUY
 -
6.43K
+ 2.29%
$276K - $347K
287K $6.68M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.33K
New
$272K - $341K
6.33K $147K
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
6.23K
+ 95.3%
$267K - $336K
12.8K $297K
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
6.15K
+ 4.44%
$264K - $332K
145K $3.37M
Jul 15, 2022 Q2 2022
Moseley Investment Management Inc

BUY
 -
5.72K
New
$245K - $309K
5.72K $133K
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
BUY
 -
5.61K
+ 99.89%
$241K - $303K
11.2K $261K
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
5.54K
New
$238K - $299K
5.54K $129K
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

BUY
 -
5.49K
+ 4.7%
$236K - $297K
122K $2.84M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
5.38K
New
$231K - $290K
5.38K $125K
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
5.33K
+ 5.48%
$229K - $288K
103K $2.39M

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