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 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
164
+ 21.16%
$7.04K - $8.85K
939 $20.8K
Jul 14, 2022 Q2 2022
Newman & Schimel, LLC

BUY
 -
162
+ 0.27%
$6.95K - $8.74K
60.8K $1.35M
Aug 11, 2022 Q2 2022
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
161
+ 3.71%
$6.91K - $8.69K
4.5K $99.4K
Aug 02, 2022 Q2 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
158
+ 0.2%
$6.78K - $8.53K
79.4K $1.76M
Jul 29, 2022 Q2 2022
Pinnacle Financial Partners Inc

BUY
 -
154
+ 3.67%
$6.61K - $8.31K
4.35K $96.2K
Aug 09, 2022 Q2 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
151
+ 0.61%
$6.48K - $8.15K
25.1K $555K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
149
+ 12.44%
$6.4K - $8.04K
1.35K $29.8K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
149
+ 58.89%
$6.4K - $8.04K
402 $8.89K
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
149
+ 45.57%
$6.4K - $8.04K
476 $10.5K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
141
New
$6.05K - $7.61K
141 $3.12K
Aug 15, 2022 Q2 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
137
+ 14.89%
$5.88K - $7.4K
1.06K $23.4K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
137
+ 0.7%
$5.88K - $7.4K
19.8K $437K
Aug 03, 2022 Q2 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
136
+ 0.09%
$5.84K - $7.34K
159K $3.51M
Jul 18, 2022 Q2 2022
Provident Wealth Management, LLC

BUY
 -
135
+ 41.54%
$5.8K - $7.29K
460 $10.2K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
131
+ 11.21%
$5.62K - $7.07K
1.3K $28.7K
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

BUY
 -
130
+ 0.6%
$5.58K - $7.02K
21.7K $481K
Aug 15, 2022 Q2 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
129
+ 0.41%
$5.54K - $6.96K
31.6K $698K
Aug 09, 2022 Q2 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
126
+ 0.95%
$5.41K - $6.8K
13.4K $297K
Aug 03, 2022 Q2 2022
Seneca House Advisors

BUY
 -
122
+ 2.02%
$5.24K - $6.59K
6.18K $137K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
116
+ 193.33%
$4.98K - $6.26K
176 $3.89K
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
109
New
$4.68K - $5.88K
109 $2.41K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
104
+ 0.39%
$4.46K - $5.61K
26.8K $592K
Jul 19, 2022 Q2 2022
Mengis Capital Management, Inc.

BUY
 -
103
+ 0.65%
$4.42K - $5.56K
16K $354K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
101
+ 0.27%
$4.34K - $5.45K
37.2K $822K
Aug 10, 2022 Q2 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
100
+ 0.77%
$4.29K - $5.4K
13.1K $289K
Aug 09, 2022 Q2 2022
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
100
+ 1.67%
$4.29K - $5.4K
6.11K $135K
Jul 20, 2022 Q2 2022
Geometric Wealth Advisors

BUY
 -
91
+ 0.33%
$3.91K - $4.91K
27.5K $608K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
90
+ 14.38%
$3.86K - $4.86K
716 $15.8K
Aug 12, 2022 Q2 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
90
New
$3.86K - $4.86K
90 $1.99K
Jul 27, 2022 Q2 2022
Black Diamond Financial, LLC

BUY
 -
83
+ 1.61%
$3.56K - $4.48K
5.24K $116K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
81
+ 100.0%
$3.48K - $4.37K
162 $3.58K
Jul 18, 2022 Q2 2022
Twelve Points Wealth Management LLC

BUY
 -
80
+ 0.41%
$3.43K - $4.32K
19.4K $429K
Aug 15, 2022 Q2 2022
Greenline Partners, LLC

New York, NY
BUY
 -
74
+ 0.25%
$3.18K - $3.99K
29.5K $653K
Aug 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
73
+ 0.35%
$3.13K - $3.94K
21.2K $469K
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

BUY
 -
71
+ 0.68%
$3.05K - $3.83K
10.5K $231K
Jan 09, 2024 Q2 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
68
+ 40.96%
$2.92K - $3.67K
234 $5.17K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
64
+ 6.36%
$2.75K - $3.45K
1.07K $23.7K
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

BUY
 -
60
+ 0.88%
$2.58K - $3.24K
6.86K $152K
Aug 03, 2022 Q2 2022
Waldron Private Wealth LLC

BUY
 -
60
+ 0.04%
$2.58K - $3.24K
150K $3.33M
Aug 04, 2022 Q2 2022
Cutler Group LP

BUY
 -
60
+ 15.0%
$2.58K - $3.24K
460 $10.2K
Aug 15, 2022 Q2 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
59
+ 0.39%
$2.53K - $3.18K
15.1K $335K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
56
+ 3.86%
$2.4K - $3.02K
1.51K $33.3K
Jul 25, 2022 Q2 2022
Smith Anglin Financial, LLC

BUY
 -
55
+ 0.4%
$2.36K - $2.97K
13.9K $308K
Jul 11, 2022 Q2 2022
Stone Asset Management Inc.

BUY
 -
52
+ 0.39%
$2.23K - $2.81K
13.3K $294K
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

BUY
 -
51
+ 0.98%
$2.19K - $2.75K
5.25K $116K
Jul 27, 2022 Q2 2022
Aquire Wealth Advisors, LLC

BUY
 -
50
+ 0.55%
$2.15K - $2.7K
9.06K $200K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
46
New
$1.97K - $2.48K
46 $1.02K
Jul 19, 2022 Q2 2022
Twele Capital Management, Inc.

BUY
 -
45
+ 0.38%
$1.93K - $2.43K
12K $265K
Aug 09, 2022 Q2 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
44
+ 0.32%
$1.89K - $2.38K
13.8K $304K

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