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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
5.27KNew |
$226K - $285K
|
5.27K
$123K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5.13K+ 1.93% |
$220K - $277K
|
271K
$6.3M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.09K+ 2.24% |
$219K - $275K
|
232K
$5.4M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
5.01K+ 6.44% |
$215K - $271K
|
82.8K
$1.93M
|
|
Aug 11, 2022
Q2 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
5K+ 50.0% |
$215K - $270K
|
15K
$349K
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.99KNew |
$214K - $269K
|
4.99K
$116K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.96KNew |
$213K - $268K
|
4.96K
$115K
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.83K+ 17.97% |
$207K - $261K
|
31.7K
$737K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.82K+ 2.43% |
$207K - $260K
|
203K
$4.72M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.67KNew |
$200K - $252K
|
4.67K
$109K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4.53KNew |
$194K - $244K
|
4.53K
$105K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 12.03% |
$189K - $238K
|
41K
$953K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.33K+ 4.8% |
$186K - $234K
|
94.5K
$2.2M
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.16K+ 12.07% |
$179K - $225K
|
38.7K
$899K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.15K+ 15.16% |
$178K - $224K
|
31.5K
$733K
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.12K+ 38.35% |
$177K - $222K
|
14.8K
$345K
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.05K+ 66.88% |
$174K - $219K
|
10.1K
$235K
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.01K+ 0.55% |
$172K - $216K
|
732K
$17M
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
3.91K+ 16.28% |
$168K - $211K
|
27.9K
$649K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.79K+ 34.38% |
$163K - $204K
|
14.8K
$344K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.57K+ 11.74% |
$153K - $193K
|
34K
$790K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.49K+ 9.39% |
$150K - $189K
|
40.7K
$946K
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.49K+ 1.83% |
$150K - $188K
|
195K
$4.53M
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.48K+ 55.2% |
$149K - $188K
|
9.78K
$228K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.45K+ 6.04% |
$148K - $186K
|
60.5K
$1.41M
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.36K+ 3.01% |
$144K - $181K
|
115K
$2.67M
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.36K+ 2.8% |
$144K - $181K
|
123K
$2.86M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.3K+ 2.05% |
$141K - $178K
|
164K
$3.81M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.13K+ 1.79% |
$134K - $169K
|
177K
$4.13M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.09K+ 729.48% |
$133K - $167K
|
3.52K
$81.8K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.09KNew |
$133K - $167K
|
3.09K
$71.9K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.07K+ 3.52% |
$132K - $166K
|
90.2K
$2.1M
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
3.02K+ 2.34% |
$130K - $163K
|
132K
$3.07M
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
2.93K+ 2.12% |
$126K - $158K
|
141K
$3.27M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.76K+ 69.95% |
$118K - $149K
|
6.7K
$156K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.73K+ 12.99% |
$117K - $148K
|
23.8K
$553K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.69K+ 62.01% |
$116K - $145K
|
7.04K
$164K
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.64K+ 1.54% |
$113K - $143K
|
174K
$4.04M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.62K+ 6.41% |
$112K - $141K
|
43.5K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 9.99% |
$111K - $140K
|
28.5K
$663K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.46K+ 3.33% |
$106K - $133K
|
76.3K
$1.78M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.41K+ 2.44% |
$103K - $130K
|
101K
$2.35M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
2.4K+ 331.67% |
$103K - $129K
|
3.12K
$72.6K
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.39K+ 8.82% |
$103K - $129K
|
29.5K
$685K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.35K+ 13.16% |
$101K - $127K
|
20.2K
$471K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.28K+ 3.63% |
$97.8K - $123K
|
64.9K
$1.51M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
2.24K+ 14.46% |
$95.9K - $121K
|
17.7K
$412K
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.23K+ 2.27% |
$95.9K - $121K
|
101K
$2.34M
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.15K+ 2.09% |
$92.5K - $116K
|
105K
$2.45M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.1K+ 4.03% |
$90.1K - $113K
|
54.2K
$1.26M
|