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
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
5.27K
New
$226K - $285K
5.27K $117K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
5.13K
+ 1.93%
$220K - $277K
271K $5.99M
Aug 11, 2022 Q2 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
5.09K
+ 2.24%
$219K - $275K
232K $5.13M
Aug 05, 2022 Q2 2022
Firestone Capital Management

BUY
 -
5.01K
+ 6.44%
$215K - $271K
82.8K $1.83M
Aug 11, 2022 Q2 2022
Bowie Capital Management, LLC

Richardson, TX
BUY
 -
5K
+ 50.0%
$215K - $270K
15K $332K
Aug 08, 2022 Q2 2022
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
4.99K
New
$214K - $269K
4.99K $110K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.96K
New
$213K - $268K
4.96K $110K
Aug 11, 2022 Q2 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
4.83K
+ 17.97%
$207K - $261K
31.7K $701K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.82K
+ 2.43%
$207K - $260K
203K $4.48M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
4.67K
New
$200K - $252K
4.67K $103K
Aug 09, 2022 Q2 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4.4K
+ 12.03%
$189K - $238K
41K $906K
Aug 11, 2022 Q2 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
4.33K
+ 4.8%
$186K - $234K
94.5K $2.09M
Jul 26, 2022 Q2 2022
S.E.E.D. Planning Group LLC

BUY
 -
4.16K
+ 12.07%
$179K - $225K
38.7K $855K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
4.15K
+ 15.16%
$178K - $224K
31.5K $697K
Jul 11, 2022 Q2 2022
Thrive Wealth Management, LLC

BUY
 -
4.12K
+ 38.35%
$177K - $222K
14.8K $328K
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

BUY
 -
4.05K
+ 66.88%
$174K - $219K
10.1K $223K
Aug 10, 2022 Q2 2022
Members Advisory Group LLC

Williamsville, NY
BUY
 -
4.01K
+ 0.55%
$172K - $216K
732K $16.2M
Oct 21, 2022 Q2 2022
Cross Staff Investments Inc

BUY
 -
3.91K
+ 16.28%
$168K - $211K
27.9K $617K
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
3.79K
+ 34.38%
$163K - $204K
14.8K $327K
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
3.57K
+ 11.74%
$153K - $193K
34K $751K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
3.49K
+ 9.39%
$150K - $189K
40.7K $900K
Aug 12, 2022 Q2 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
3.49K
+ 1.83%
$150K - $188K
195K $4.3M
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3.48K
+ 55.2%
$149K - $188K
9.78K $216K
Aug 09, 2022 Q2 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
3.45K
+ 6.04%
$148K - $186K
60.5K $1.34M
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

BUY
 -
3.36K
+ 3.01%
$144K - $181K
115K $2.54M
Jul 18, 2022 Q2 2022
Bond & Devick Financial Network, Inc.

BUY
 -
3.36K
+ 2.8%
$144K - $181K
123K $2.72M
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
3.3K
+ 2.05%
$141K - $178K
164K $3.62M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.13K
+ 1.79%
$134K - $169K
177K $3.92M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3.09K
+ 729.48%
$133K - $167K
3.52K $77.8K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
3.09K
New
$133K - $167K
3.09K $68.3K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
3.07K
+ 3.52%
$132K - $166K
90.2K $1.99M
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
3.02K
+ 2.34%
$130K - $163K
132K $2.92M
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

BUY
 -
2.93K
+ 2.12%
$126K - $158K
141K $3.11M
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
2.76K
+ 69.95%
$118K - $149K
6.7K $148K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

BUY
 -
2.73K
+ 12.99%
$117K - $148K
23.8K $526K
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.69K
+ 62.01%
$116K - $145K
7.04K $156K
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

BUY
 -
2.64K
+ 1.54%
$113K - $143K
174K $3.84M
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
2.62K
+ 6.41%
$112K - $141K
43.5K $961K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.59K
+ 9.99%
$111K - $140K
28.5K $630K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.46K
+ 3.33%
$106K - $133K
76.3K $1.69M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.41K
+ 2.44%
$103K - $130K
101K $2.24M
Aug 01, 2022 Q2 2022
James Investment Research Inc

BUY
 -
2.4K
+ 331.67%
$103K - $129K
3.12K $69K
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
2.39K
+ 8.82%
$103K - $129K
29.5K $652K
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2.35K
+ 13.16%
$101K - $127K
20.2K $447K
Aug 15, 2022 Q2 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
2.28K
+ 3.63%
$97.8K - $123K
64.9K $1.44M
Jul 20, 2022 Q2 2022
Grant

BUY
 -
2.24K
+ 14.46%
$95.9K - $121K
17.7K $391K
Aug 08, 2022 Q2 2022
Garrison Asset Management, LLC

BUY
 -
2.23K
+ 2.27%
$95.9K - $121K
101K $2.22M
Jul 28, 2022 Q2 2022
Stockman Wealth Management, Inc.

BUY
 -
2.15K
+ 2.09%
$92.5K - $116K
105K $2.33M
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

BUY
 -
2.1K
+ 4.03%
$90.1K - $113K
54.2K $1.2M

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