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 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-685- 1.36% |
$28.8K - $34.7K
|
49.7K
$1.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-687- 8.48% |
$28.8K - $34.8K
|
7.42K
$164K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-700- 8.33% |
$29.4K - $35.4K
|
7.7K
$170K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-723- 5.74% |
$30.4K - $36.6K
|
11.9K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-727- 53.97% |
$30.5K - $36.8K
|
620
$13.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-743- 4.36% |
$31.2K - $37.6K
|
16.3K
$360K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-748- 1.98% |
$31.4K - $37.9K
|
37K
$819K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-777- 15.66% |
$32.6K - $39.3K
|
4.19K
$92.6K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-780- 21.7% |
$32.8K - $39.5K
|
2.81K
$62.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-780- 0.94% |
$32.8K - $39.5K
|
82.2K
$1.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-785- 0.98% |
$33K - $39.7K
|
79.5K
$1.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-788- 2.13% |
$33.1K - $39.9K
|
36.2K
$801K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-820- 0.88% |
$34.4K - $41.5K
|
92.5K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-832- 1.39% |
$34.9K - $42.1K
|
59K
$1.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-834- 1.03% |
$35K - $42.2K
|
79.9K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-877- 0.93% |
$36.8K - $44.4K
|
93.6K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-878- 9.34% |
$36.9K - $44.5K
|
8.52K
$188K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-883- 1.58% |
$37.1K - $44.7K
|
55K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-889- 7.74% |
$37.3K - $45K
|
10.6K
$234K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-898- 1.66% |
$37.7K - $45.5K
|
53.3K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-900- 1.66% |
$37.8K - $45.6K
|
53.4K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-924- 7.04% |
$38.8K - $46.8K
|
12.2K
$270K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-938- 7.94% |
$39.4K - $47.5K
|
10.9K
$240K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-940- 1.82% |
$39.5K - $47.6K
|
50.8K
$1.12M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-940- 2.65% |
$39.5K - $47.6K
|
34.6K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-962- 1.34% |
$40.4K - $48.7K
|
71K
$1.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
SELL
|
- |
-994- 3.6% |
$41.7K - $50.3K
|
26.6K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-999- 10.65% |
$41.9K - $50.6K
|
8.38K
$185K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.08K- 2.18% |
$45.5K - $54.9K
|
48.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 0.23% |
$47.2K - $56.9K
|
493K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.13K- 3.71% |
$47.4K - $57.1K
|
29.3K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 1.47% |
$47.7K - $57.6K
|
76.2K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 1.09% |
$48K - $57.9K
|
104K
$2.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 13.43% |
$48.5K - $58.4K
|
7.44K
$164K
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.16K- 4.62% |
$48.5K - $58.5K
|
23.9K
$527K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.19K- 4.65% |
$49.9K - $60.1K
|
24.4K
$539K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.19K- 0.69% |
$50K - $60.3K
|
172K
$3.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.2K- 75.95% |
$50.4K - $60.8K
|
380
$8.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 2.11% |
$52.4K - $63.1K
|
57.9K
$1.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.25K- 16.26% |
$52.4K - $63.1K
|
6.42K
$142K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.28K- 1.41% |
$53.8K - $64.9K
|
89.7K
$1.98M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.29K- 2.02% |
$54.2K - $65.3K
|
62.6K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.37K- 1.6% |
$57.4K - $69.2K
|
84.1K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.38K- 6.8% |
$57.7K - $69.6K
|
18.9K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.4K- 4.31% |
$58.8K - $70.9K
|
31.1K
$687K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.45KClosed |
$61.1K - $73.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 12.43% |
$61.1K - $73.7K
|
10.3K
$227K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 11.97% |
$61.9K - $74.6K
|
10.8K
$240K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.51K- 24.15% |
$63.6K - $76.7K
|
4.76K
$105K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.53K- 1.67% |
$64.2K - $77.4K
|
89.9K
$1.99M
|