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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
44New |
$1.89K - $2.38K
|
44
$973
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
41+ 0.26% |
$1.76K - $2.21K
|
15.5K
$344K
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
38+ 0.67% |
$1.63K - $2.05K
|
5.75K
$127K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.13% |
$1.59K - $2K
|
28.8K
$637K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$1.55K - $1.94K
|
36
$796
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
35+ 0.54% |
$1.5K - $1.89K
|
6.47K
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 41.03% |
$1.37K - $1.73K
|
110
$2.43K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.39% |
$1.29K - $1.62K
|
7.67K
$170K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 6.15% |
$1.29K - $1.62K
|
518
$11.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
27+ 0.54% |
$1.16K - $1.46K
|
5.01K
$111K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
26+ 0.33% |
$1.12K - $1.4K
|
7.91K
$175K
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.4% |
$1.03K - $1.3K
|
6.07K
$134K
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
23+ 0.48% |
$987 - $1.24K
|
4.85K
$107K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 0.4% |
$944 - $1.19K
|
5.46K
$121K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
21+ 0.36% |
$902 - $1.13K
|
5.87K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
21+ 0.26% |
$902 - $1.13K
|
8.11K
$179K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 0.16% |
$816 - $1.03K
|
12K
$266K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.85% |
$816 - $1.03K
|
2.26K
$50K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.39% |
$816 - $1.03K
|
4.88K
$108K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.31% |
$773 - $972
|
5.79K
$128K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18+ 0.16% |
$773 - $972
|
11.3K
$249K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.33% |
$773 - $972
|
5.41K
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
17+ 0.8% |
$730 - $918
|
2.14K
$47.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.06% |
$687 - $864
|
24.8K
$549K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
16+ 0.09% |
$687 - $864
|
18.7K
$414K
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
16+ 0.05% |
$687 - $864
|
31K
$685K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16+ 0.39% |
$687 - $864
|
4.13K
$91.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.36% |
$601 - $756
|
3.94K
$87.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13+ 3.35% |
$558 - $702
|
401
$8.87K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$558 - $702
|
4.82K
$106K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
11+ 0.31% |
$472 - $594
|
3.54K
$78.3K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$472 - $594
|
16.1K
$355K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
10+ 0.23% |
$429 - $540
|
4.45K
$98.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
9+ 0.06% |
$386 - $486
|
14.3K
$317K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8+ 0.12% |
$343 - $432
|
6.73K
$149K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.1% |
$301 - $378
|
7.03K
$155K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
5+ 0.02% |
$215 - $270
|
23.1K
$510K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$215 - $270
|
11.3K
$250K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.01% |
$215 - $270
|
34.1K
$755K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.02% |
$172 - $216
|
25.6K
$565K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.98% |
$172 - $216
|
206
$4.55K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.37% |
$172 - $216
|
1.08K
$24K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4+ 0.07% |
$172 - $216
|
5.99K
$133K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.4% |
$172 - $216
|
1.01K
$22.3K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$172 - $216
|
4
$88.4
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4+ 0.01% |
$172 - $216
|
28.2K
$624K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4+ 0.09% |
$172 - $216
|
4.62K
$102K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.12% |
$129 - $162
|
2.47K
$54.6K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$129 - $162
|
4.59K
$101K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 0.23% |
$129 - $162
|
1.33K
$29.4K
|