Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2.58M
New
$108M - $131M
2.58M $57M
Nov 01, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
2.1M
New
$88.1M - $106M
2.1M $46.4M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
527K
New
$22.1M - $26.7M
527K $11.7M
Nov 08, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
407K
+ 463.05%
$17.1M - $20.6M
495K $10.9M
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
205K
+ 223.76%
$8.61M - $10.4M
297K $6.56M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
186K
+ 24.6%
$7.82M - $9.43M
944K $20.9M
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
120K
+ 9.05%
$5.03M - $6.07M
1.44M $31.9M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
117K
New
$4.91M - $5.92M
117K $2.59M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
113K
New
$4.74M - $5.72M
113K $2.5M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
100K
+ 40.66%
$4.21M - $5.08M
347K $7.67M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
94.6K
+ 14.5%
$3.97M - $4.79M
747K $16.5M
Nov 01, 2022 Q3 2022
Asset Advisors Investment Management, LLC

BUY
 -
82K
+ 9.08%
$3.44M - $4.15M
985K $21.8M
Nov 04, 2022 Q3 2022
Milliman Financial Risk Management LLC

Chicago, IL
BUY
 -
81.6K
+ 2.54%
$3.43M - $4.13M
3.29M $72.9M
Nov 08, 2022 Q3 2022
North Star Asset Management Inc

BUY
 -
77.8K
+ 9.84%
$3.27M - $3.94M
868K $19.2M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
74.6K
New
$3.13M - $3.78M
74.6K $1.65M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
72.9K
New
$3.06M - $3.69M
72.9K $1.61M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
70.4K
New
$2.96M - $3.56M
70.4K $1.56M
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

BUY
 -
68.4K
+ 5.22%
$2.87M - $3.46M
1.38M $30.5M
Nov 14, 2022 Q3 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
64.4K
+ 14.14%
$2.7M - $3.26M
520K $11.5M
Nov 14, 2022 Q3 2022
Manchester Financial Inc

BUY
 -
61.2K
+ 8.76%
$2.57M - $3.1M
759K $16.8M
Nov 01, 2022 Q3 2022
Evergreen Advisors, LLC

BUY
 -
58.4K
+ 2.86%
$2.45M - $2.96M
2.1M $46.4M
Nov 18, 2022 Q3 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
57.6K
+ 18.95%
$2.42M - $2.92M
362K $8M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
53.3K
+ 751.93%
$2.24M - $2.7M
60.4K $1.34M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
50.6K
+ 216.53%
$2.13M - $2.56M
74K $1.64M
Nov 15, 2022 Q3 2022
Family Firm, Inc.

BUY
 -
46K
+ 66.03%
$1.93M - $2.33M
116K $2.56M
Oct 24, 2022 Q3 2022
First National Corp

BUY
 -
45.3K
+ 15.98%
$1.9M - $2.29M
329K $7.27M
Oct 19, 2022 Q3 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
41.1K
+ 1203.22%
$1.72M - $2.08M
44.5K $983K
Nov 10, 2022 Q3 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
36.1K
+ 58.39%
$1.51M - $1.83M
97.8K $2.16M
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

BUY
 -
34K
+ 55.93%
$1.43M - $1.72M
94.9K $2.1M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
33.5K
+ 118.52%
$1.41M - $1.7M
61.8K $1.37M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

BUY
 -
32.6K
+ 3.53%
$1.37M - $1.65M
958K $21.2M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
32.1K
+ 33.14%
$1.35M - $1.62M
129K $2.85M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
31.8K
+ 11.74%
$1.33M - $1.61M
303K $6.69M
Nov 14, 2022 Q3 2022
Cordant, Inc.

Portland, OR
BUY
 -
30.8K
+ 53.71%
$1.29M - $1.56M
88.2K $1.95M
Nov 14, 2022 Q3 2022
Staley Capital Advisers Inc

BUY
 -
30.4K
New
$1.28M - $1.54M
30.4K $672K
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
29.6K
New
$1.24M - $1.5M
29.6K $654K
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
28.1K
New
$1.18M - $1.42M
28.1K $621K
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
28K
+ 3.9%
$1.18M - $1.42M
746K $16.5M
Oct 20, 2022 Q3 2022
Hanson & Doremus Investment Management

BUY
 -
27K
+ 1.64%
$1.13M - $1.37M
1.67M $36.9M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
26.8K
+ 80.41%
$1.13M - $1.36M
60.2K $1.33M
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
25.6K
New
$1.08M - $1.3M
25.6K $566K
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
24.6K
+ 5.22%
$1.03M - $1.24M
495K $10.9M
Nov 04, 2022 Q3 2022
Opus Investment Management Inc

BUY
 -
24.1K
+ 193.57%
$1.01M - $1.22M
36.5K $807K
Oct 18, 2022 Q3 2022
Smith & Howard Wealth Management, LLC

BUY
 -
23.8K
New
$1M - $1.21M
23.8K $527K
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
22.4K
New
$940K - $1.13M
22.4K $495K
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
22.3K
New
$937K - $1.13M
22.3K $493K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
22.2K
+ 5.37%
$934K - $1.13M
436K $9.64M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
22.2K
+ 1.64%
$934K - $1.13M
1.38M $30.5M
Nov 02, 2022 Q3 2022
Patriot Investment Management Inc.

BUY
 -
21.4K
+ 3.74%
$900K - $1.09M
595K $13.2M

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