Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-221- 0.9% |
$9.28K - $11.2K
|
24.3K
$565K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-224- 0.66% |
$9.41K - $11.3K
|
34K
$790K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-251- 0.22% |
$10.5K - $12.7K
|
112K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-256- 1.17% |
$10.7K - $13K
|
21.6K
$503K
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-263- 0.91% |
$11K - $13.3K
|
28.6K
$666K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-268- 2.56% |
$11.3K - $13.6K
|
10.2K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-270- 1.39% |
$11.3K - $13.7K
|
19.1K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-273- 0.4% |
$11.5K - $13.8K
|
68.1K
$1.58M
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-275- 4.53% |
$11.5K - $13.9K
|
5.8K
$135K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-285- 2.37% |
$12K - $14.4K
|
11.7K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-287- 46.67% |
$12.1K - $14.5K
|
328
$7.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-304- 1.61% |
$12.8K - $15.4K
|
18.5K
$431K
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-306- 6.88% |
$12.8K - $15.5K
|
4.14K
$96.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-319- 1.28% |
$13.4K - $16.2K
|
24.5K
$570K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-324- 2.4% |
$13.6K - $16.4K
|
13.2K
$307K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-330- 2.33% |
$13.9K - $16.7K
|
13.8K
$321K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-338- 2.52% |
$14.2K - $17.1K
|
13.1K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-346- 5.77% |
$14.5K - $17.5K
|
5.65K
$131K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-366- 3.22% |
$15.4K - $18.5K
|
11K
$256K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-369- 8.0% |
$15.5K - $18.7K
|
4.24K
$98.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-370- 3.97% |
$15.5K - $18.7K
|
8.95K
$208K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-371- 1.43% |
$15.6K - $18.8K
|
25.6K
$595K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-372- 2.13% |
$15.6K - $18.8K
|
17.1K
$397K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-372- 1.52% |
$15.6K - $18.8K
|
24K
$559K
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-376- 1.89% |
$15.8K - $19K
|
19.5K
$453K
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-384- 3.61% |
$16.1K - $19.4K
|
10.2K
$238K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-399- 2.41% |
$16.8K - $20.2K
|
16.1K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-401- 2.74% |
$16.8K - $20.3K
|
14.3K
$332K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-402- 0.46% |
$16.9K - $20.4K
|
87.3K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-407- 0.86% |
$17.1K - $20.6K
|
46.9K
$1.09M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-412- 5.41% |
$17.3K - $20.9K
|
7.2K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-431- 0.1% |
$18.1K - $21.8K
|
419K
$9.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-438- 6.21% |
$18.4K - $22.2K
|
6.61K
$154K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-462- 3.19% |
$19.4K - $23.4K
|
14K
$326K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-475- 2.64% |
$19.9K - $24K
|
17.5K
$407K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-498- 0.96% |
$20.9K - $25.2K
|
51.5K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 0.87% |
$21K - $25.3K
|
57.2K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-512- 2.95% |
$21.5K - $25.9K
|
16.8K
$391K
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-543- 4.61% |
$22.8K - $27.5K
|
11.2K
$261K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-555- 0.64% |
$23.3K - $28.1K
|
86.3K
$2.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-563- 2.97% |
$23.6K - $28.5K
|
18.4K
$427K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-578Closed |
$24.3K - $29.3K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-610- 3.19% |
$25.6K - $30.9K
|
18.5K
$431K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-610- 5.39% |
$25.6K - $30.9K
|
10.7K
$249K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-623- 4.83% |
$26.2K - $31.5K
|
12.3K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-626- 2.2% |
$26.3K - $31.7K
|
27.9K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-632- 6.91% |
$26.5K - $32K
|
8.51K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-635- 7.04% |
$26.7K - $32.2K
|
8.39K
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-639- 1.04% |
$26.8K - $32.4K
|
60.5K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-657- 18.68% |
$27.6K - $33.3K
|
2.86K
$66.5K
|