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 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
693+ 5.29% |
$29.8K - $37.4K
|
13.8K
$305K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
679+ 1.95% |
$29.1K - $36.7K
|
35.5K
$785K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
666+ 2.11% |
$28.6K - $36K
|
32.3K
$714K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
659+ 1.21% |
$28.3K - $35.6K
|
55.1K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
640+ 7.76% |
$27.5K - $34.5K
|
8.89K
$197K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
635New |
$27.3K - $34.3K
|
635
$14K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
635+ 5.3% |
$27.3K - $34.3K
|
12.6K
$279K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
620+ 7.95% |
$26.6K - $33.5K
|
8.42K
$186K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
600New |
$25.8K - $32.4K
|
600
$13.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
579+ 3.19% |
$24.9K - $31.3K
|
18.8K
$415K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
562+ 13.07% |
$24.1K - $30.3K
|
4.86K
$107K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
559+ 2.71% |
$24K - $30.2K
|
21.2K
$469K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
556+ 3.03% |
$23.9K - $30K
|
18.9K
$418K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550+ 0.22% |
$23.6K - $29.7K
|
252K
$5.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
544+ 0.97% |
$23.4K - $29.4K
|
56.6K
$1.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
512+ 0.81% |
$22K - $27.6K
|
63.9K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
511+ 2.62% |
$21.9K - $27.6K
|
20K
$443K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
506+ 1.56% |
$21.7K - $27.3K
|
33K
$730K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
506+ 2.27% |
$21.7K - $27.3K
|
22.8K
$504K
|
|
|
Aug 10, 2022
Q2 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
500+ 0.93% |
$21.5K - $27K
|
54.3K
$1.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
492+ 116.04% |
$21.1K - $26.6K
|
916
$20.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
457+ 1.02% |
$19.6K - $24.7K
|
45K
$996K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
453+ 82.66% |
$19.4K - $24.5K
|
1K
$22.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
440+ 1.67% |
$18.9K - $23.8K
|
26.7K
$591K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 14.52% |
$18.5K - $23.3K
|
3.4K
$75.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
418+ 3.05% |
$17.9K - $22.6K
|
14.1K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
403+ 5.51% |
$17.3K - $21.8K
|
7.72K
$171K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
397New |
$17K - $21.4K
|
397
$8.78K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
394+ 0.15% |
$16.9K - $21.3K
|
269K
$5.95M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
387+ 1.15% |
$16.6K - $20.9K
|
34.2K
$756K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
383+ 1.04% |
$16.4K - $20.7K
|
37.1K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
379+ 1.43% |
$16.3K - $20.5K
|
26.8K
$593K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
346+ 0.33% |
$14.9K - $18.7K
|
106K
$2.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
328New |
$14.1K - $17.7K
|
328
$7.25K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325+ 0.62% |
$14K - $17.5K
|
52.5K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
324New |
$13.9K - $17.5K
|
324
$7.16K
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
318+ 3.5% |
$13.7K - $17.2K
|
9.39K
$208K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
317+ 0.16% |
$13.6K - $17.1K
|
198K
$4.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
303+ 4.4% |
$13K - $16.4K
|
7.2K
$159K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
303+ 9.43% |
$13K - $16.4K
|
3.52K
$77.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
292+ 1.57% |
$12.5K - $15.8K
|
18.9K
$417K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
275+ 1.02% |
$11.8K - $14.8K
|
27.3K
$604K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
257+ 2.93% |
$11K - $13.9K
|
9.04K
$200K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
248+ 2.15% |
$10.6K - $13.4K
|
11.8K
$261K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
241+ 2.76% |
$10.3K - $13K
|
8.98K
$199K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
230+ 0.12% |
$9.87K - $12.4K
|
191K
$4.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
224+ 4.5% |
$9.62K - $12.1K
|
5.21K
$115K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
204New |
$8.76K - $11K
|
204
$4.51K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
177+ 2.34% |
$7.6K - $9.55K
|
7.74K
$171K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
174+ 3.49% |
$7.47K - $9.39K
|
5.17K
$114K
|