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 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
2.08K
+ 41.89%
$89.4K - $112K
7.05K $156K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
2.01K
+ 2.46%
$86.4K - $109K
83.9K $1.86M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.96K
+ 6.94%
$84.3K - $106K
30.3K $669K
Jul 27, 2022 Q2 2022
Jackson Hole Capital Partners, LLC

BUY
 -
1.95K
+ 5.05%
$83.8K - $105K
40.6K $898K
Jul 11, 2022 Q2 2022
Brookstone Capital Management

BUY
 -
1.94K
+ 10.13%
$83.3K - $105K
21.1K $466K
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
1.92K
+ 18.69%
$82.2K - $103K
12.2K $269K
Jul 22, 2022 Q2 2022
Ironwood Wealth Management, Llc.

BUY
 -
1.91K
+ 3.21%
$82.1K - $103K
61.4K $1.36M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
1.9K
+ 1.01%
$81.4K - $102K
190K $4.21M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.88K
+ 2.49%
$80.7K - $101K
77.3K $1.71M
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
1.85K
+ 3.09%
$79.2K - $99.6K
61.6K $1.36M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.8K
+ 29.77%
$77.3K - $97.2K
7.85K $174K
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
1.78K
+ 4.16%
$76.4K - $96K
44.5K $985K
Jul 19, 2022 Q2 2022
Carolina Wealth Advisors, LLC

BUY
 -
1.6K
+ 39.35%
$68.6K - $86.2K
5.66K $125K
Aug 03, 2022 Q2 2022
Jeppson Wealth Management, LLC

BUY
 -
1.54K
+ 14.6%
$66.1K - $83.1K
12.1K $267K
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.51K
+ 4.03%
$64.8K - $81.5K
38.9K $861K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
1.49K
+ 47.76%
$64K - $80.5K
4.61K $102K
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
1.49K
+ 2.65%
$63.8K - $80.2K
57.6K $1.27M
Aug 05, 2022 Q2 2022
Souders Financial Advisors

BUY
 -
1.48K
+ 2.23%
$63.7K - $80.1K
67.9K $1.5M
Aug 15, 2022 Q2 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.45K
+ 5.02%
$62.3K - $78.4K
30.4K $672K
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
1.44K
+ 1.74%
$61.6K - $77.5K
84.1K $1.86M
Jul 15, 2022 Q2 2022
Pds Planning, Inc

BUY
 -
1.43K
+ 28.89%
$61.5K - $77.4K
6.39K $141K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.4K
+ 9.34%
$59.9K - $75.4K
16.3K $361K
Aug 12, 2022 Q2 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
1.39K
+ 731.58%
$59.7K - $75K
1.58K $34.9K
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.31K
+ 0.12%
$56.3K - $70.8K
1.13M $25M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

BUY
 -
1.24K
New
$53.3K - $67K
1.24K $27.4K
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.19K
+ 9.19%
$51.2K - $64.3K
14.2K $313K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.16K
New
$49.9K - $62.7K
1.16K $25.7K
Jul 22, 2022 Q2 2022
Legacy Wealth Management, Inc

BUY
 -
1.16K
+ 10.54%
$49.8K - $62.7K
12.2K $269K
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.13K
New
$48.7K - $61.2K
1.13K $25.1K
Aug 11, 2022 Q2 2022
Avalon Advisory Group

Wexford, PA
BUY
 -
1.11K
+ 1.96%
$47.4K - $59.6K
57.5K $1.27M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
1.07K
+ 0.19%
$46.1K - $57.9K
575K $12.7M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.04K
+ 13.8%
$44.6K - $56K
8.56K $189K
Jul 22, 2022 Q2 2022
Hendershot Investments Inc.

BUY
 -
1.04K
+ 3.65%
$44.4K - $55.9K
29.4K $650K
Aug 11, 2022 Q2 2022
Choate Investment Advisors

Boston, MA
BUY
 -
984
+ 30.5%
$42.2K - $53.1K
4.21K $93.1K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
980
+ 7.26%
$42.1K - $52.9K
14.5K $320K
Jul 14, 2022 Q2 2022
Gofen & Glossberg LLC

BUY
 -
895
+ 6.21%
$38.4K - $48.3K
15.3K $339K
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
892
+ 12.4%
$38.3K - $48.2K
8.09K $179K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
887
+ 48.21%
$38.1K - $47.9K
2.73K $60.3K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
874
+ 8.62%
$37.5K - $47.2K
11K $243K
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
838
+ 11.66%
$36K - $45.2K
8.03K $177K
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
836
+ 0.21%
$35.9K - $45.1K
400K $8.85M
Jul 08, 2022 Q2 2022
Richard P Slaughter Associates Inc

BUY
 -
826
+ 7.83%
$35.5K - $44.6K
11.4K $252K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
777
+ 2.38%
$33.4K - $41.9K
33.4K $738K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
761
+ 4.35%
$32.7K - $41.1K
18.3K $404K
Aug 03, 2022 Q2 2022
Gs Investments, Inc.

BUY
 -
760
+ 4.54%
$32.6K - $41K
17.5K $387K
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

BUY
 -
751
+ 12.58%
$32.2K - $40.5K
6.72K $149K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
736
+ 2.14%
$31.6K - $39.7K
35.2K $778K
Mar 11, 2024 Q2 2022
Nepc LLC

Boston, MA
BUY
 -
724
+ 2.82%
$31.1K - $39.1K
26.4K $584K
Aug 08, 2022 Q2 2022
Windsor Group LTD

BUY
 -
705
+ 3.62%
$30.3K - $38.1K
20.2K $446K

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