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 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.08K+ 41.89% |
$89.4K - $112K
|
7.05K
$164K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.01K+ 2.46% |
$86.4K - $109K
|
83.9K
$1.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 6.94% |
$84.3K - $106K
|
30.3K
$704K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.95K+ 5.05% |
$83.8K - $105K
|
40.6K
$945K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.94K+ 10.13% |
$83.3K - $105K
|
21.1K
$491K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.92K+ 18.69% |
$82.2K - $103K
|
12.2K
$283K
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.91K+ 3.21% |
$82.1K - $103K
|
61.4K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.9K+ 1.01% |
$81.4K - $102K
|
190K
$4.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 2.49% |
$80.7K - $101K
|
77.3K
$1.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.85K+ 3.09% |
$79.2K - $99.6K
|
61.6K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.82K+ 41.61% |
$78.1K - $98.2K
|
6.19K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.8K+ 29.77% |
$77.3K - $97.2K
|
7.85K
$183K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.78K+ 4.16% |
$76.4K - $96K
|
44.5K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 39.35% |
$68.6K - $86.2K
|
5.66K
$132K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.54K+ 14.6% |
$66.1K - $83.1K
|
12.1K
$281K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.51K+ 4.03% |
$64.8K - $81.5K
|
38.9K
$906K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.49K+ 2.77% |
$64.1K - $80.5K
|
55.4K
$1.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.49K+ 47.76% |
$64K - $80.5K
|
4.61K
$107K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.49K+ 2.65% |
$63.8K - $80.2K
|
57.6K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.48K+ 2.23% |
$63.7K - $80.1K
|
67.9K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.45K+ 5.02% |
$62.3K - $78.4K
|
30.4K
$707K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.44K+ 1.74% |
$61.6K - $77.5K
|
84.1K
$1.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
1.43K+ 28.89% |
$61.5K - $77.4K
|
6.39K
$149K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.4K+ 9.34% |
$59.9K - $75.4K
|
16.3K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.39K+ 731.58% |
$59.7K - $75K
|
1.58K
$36.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.31K+ 0.12% |
$56.3K - $70.8K
|
1.13M
$26.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24KNew |
$53.3K - $67K
|
1.24K
$28.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 9.19% |
$51.2K - $64.3K
|
14.2K
$329K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.16KNew |
$49.9K - $62.7K
|
1.16K
$27K
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.16K+ 10.54% |
$49.8K - $62.7K
|
12.2K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.13KNew |
$48.7K - $61.2K
|
1.13K
$26.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.11K+ 1.96% |
$47.4K - $59.6K
|
57.5K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 0.19% |
$46.1K - $57.9K
|
575K
$13.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 13.8% |
$44.6K - $56K
|
8.56K
$199K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
1.04K+ 3.65% |
$44.4K - $55.9K
|
29.4K
$683K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
984+ 30.5% |
$42.2K - $53.1K
|
4.21K
$97.9K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
980+ 7.26% |
$42.1K - $52.9K
|
14.5K
$337K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
895+ 6.21% |
$38.4K - $48.3K
|
15.3K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
892+ 12.4% |
$38.3K - $48.2K
|
8.09K
$188K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
887+ 48.21% |
$38.1K - $47.9K
|
2.73K
$63.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
874+ 8.62% |
$37.5K - $47.2K
|
11K
$256K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
838+ 11.66% |
$36K - $45.2K
|
8.03K
$187K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
836+ 0.21% |
$35.9K - $45.1K
|
400K
$9.31M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
826+ 7.83% |
$35.5K - $44.6K
|
11.4K
$265K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
777+ 2.38% |
$33.4K - $41.9K
|
33.4K
$776K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
761+ 4.35% |
$32.7K - $41.1K
|
18.3K
$425K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
760+ 4.54% |
$32.6K - $41K
|
17.5K
$407K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
751+ 12.58% |
$32.2K - $40.5K
|
6.72K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
736+ 2.14% |
$31.6K - $39.7K
|
35.2K
$818K
|
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
724+ 2.82% |
$31.1K - $39.1K
|
26.4K
$614K
|