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
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.25% |
$129 - $162
|
1.19K
$24.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3+ 0.42% |
$129 - $162
|
711
$14.4K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.12% |
$129 - $162
|
2.47K
$50K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$129 - $162
|
4.59K
$92.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 0.23% |
$129 - $162
|
1.33K
$26.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.43% |
$85.9 - $108
|
468
$9.48K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$85.9 - $108
|
16.5K
$335K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$85.9 - $108
|
2
$40.5
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$85.9 - $108
|
567
$11.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.03% |
$85.9 - $108
|
6.27K
$127K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$85.9 - $108
|
22.8K
$462K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.04% |
$85.9 - $108
|
4.88K
$98.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1+ 0.0% |
$42.9 - $54
|
21.1K
$427K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.14% |
$42.9 - $54
|
712
$14.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$42.9 - $54
|
401
$8.12K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$42.9 - $54
|
32K
$647K
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$42.9 - $54
|
2.33K
$47.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
1+ 0.01% |
$42.9 - $54
|
7.42K
$150K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$42.9 - $54
|
5.89K
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.27% |
$42.9 - $54
|
368
$7.45K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$42.9 - $54
|
2.22K
$44.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$42.9 - $54
|
40.6K
$822K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$42.9 - $54
|
5.31K
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$42.9 - $54
|
6.1K
$124K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$42.9 - $54
|
6.08K
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$42.9 - $54
|
7.39K
$150K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.01% |
$42.9 - $54
|
8K
$162K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1Closed |
$42.9 - $54
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 9.09% |
$42.9 - $54
|
10
$203
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1- 0.89% |
$42.9 - $54
|
111
$2.25K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$42.9 - $54
|
8.43K
$171K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3- 0.49% |
$129 - $162
|
615
$12.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.93% |
$172 - $216
|
425
$8.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5- 0.06% |
$215 - $270
|
8.1K
$164K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-7- 0.09% |
$301 - $378
|
7.78K
$158K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-9- 0.05% |
$386 - $486
|
17K
$345K
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-9- 0.06% |
$386 - $486
|
16.1K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$429 - $540
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$472 - $594
|
13.8K
$280K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-16Closed |
$687 - $864
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.21% |
$773 - $972
|
8.6K
$174K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-19- 0.86% |
$816 - $1.03K
|
2.18K
$44.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-20- 0.15% |
$859 - $1.08K
|
13K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$859 - $1.08K
|
14.4K
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.2% |
$902 - $1.13K
|
10.3K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-22- 37.93% |
$944 - $1.19K
|
36
$729
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28Closed |
$1.2K - $1.51K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-29- 0.04% |
$1.24K - $1.57K
|
68.4K
$1.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 0.16% |
$1.29K - $1.62K
|
18.8K
$381K
|