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 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 11.97% |
$61.9K - $74.6K
|
10.8K
$252K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.51K- 24.15% |
$63.6K - $76.7K
|
4.76K
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.53K- 1.67% |
$64.2K - $77.4K
|
89.9K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.54K- 4.79% |
$64.5K - $77.7K
|
30.5K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.54K- 8.22% |
$64.5K - $77.7K
|
17.1K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 0.14% |
$65.1K - $78.5K
|
1.13M
$26.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.58K- 3.78% |
$66.3K - $79.9K
|
40.1K
$934K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 3.05% |
$66.9K - $80.7K
|
50.6K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.65K- 3.38% |
$69.1K - $83.3K
|
47K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.65K- 8.76% |
$69.4K - $83.6K
|
17.2K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.69K- 0.89% |
$71K - $85.7K
|
189K
$4.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.74K- 1.52% |
$73.1K - $88.1K
|
113K
$2.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.76K- 7.49% |
$73.8K - $89K
|
21.7K
$505K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 76.85% |
$75.1K - $90.6K
|
539
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.85K- 6.61% |
$77.5K - $93.4K
|
26.1K
$606K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.87K- 4.24% |
$78.6K - $94.8K
|
42.3K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.88K- 14.12% |
$78.8K - $95K
|
11.4K
$265K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.89K- 0.58% |
$79.3K - $95.6K
|
325K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.91K- 1.42% |
$80.2K - $96.7K
|
132K
$3.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.92K- 2.63% |
$80.4K - $97K
|
70.8K
$1.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.94K- 15.97% |
$81.3K - $98.1K
|
10.2K
$237K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.94K- 8.62% |
$81.6K - $98.4K
|
20.6K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.99K- 16.62% |
$83.7K - $101K
|
10K
$233K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.08K- 4.29% |
$87.5K - $105K
|
46.5K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-2.09K- 4.42% |
$87.9K - $106K
|
45.3K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.18K- 3.41% |
$91.7K - $111K
|
61.8K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 9.09% |
$92.5K - $112K
|
22.1K
$513K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.22K- 5.45% |
$93K - $112K
|
38.5K
$895K
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.24K- 12.94% |
$94.1K - $113K
|
15.1K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.28K- 4.16% |
$95.9K - $116K
|
52.6K
$1.22M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.31K- 18.53% |
$97.1K - $117K
|
10.2K
$237K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.33K- 2.83% |
$98K - $118K
|
80.1K
$1.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.38K- 27.75% |
$99.7K - $120K
|
6.19K
$144K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.43K- 6.44% |
$102K - $123K
|
35.2K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.45K- 0.26% |
$103K - $124K
|
939K
$21.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 9.18% |
$104K - $125K
|
24.4K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 27.5% |
$104K - $125K
|
6.51K
$151K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-2.48K- 3.54% |
$104K - $125K
|
67.5K
$1.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.56K- 2.55% |
$108K - $130K
|
98K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.7K- 0.74% |
$113K - $137K
|
363K
$8.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.73K- 9.28% |
$115K - $138K
|
26.7K
$620K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.74K- 0.43% |
$115K - $138K
|
633K
$14.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.74K- 3.45% |
$115K - $139K
|
76.7K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.76K- 10.65% |
$116K - $140K
|
23.2K
$540K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.81K- 10.14% |
$118K - $142K
|
24.9K
$579K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.89K- 12.51% |
$121K - $146K
|
20.2K
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
SELL
|
- |
-2.99K- 0.12% |
$125K - $151K
|
2.42M
$56.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.04K- 9.7% |
$128K - $154K
|
28.3K
$659K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.08K- 0.42% |
$129K - $156K
|
729K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.12K- 25.62% |
$131K - $158K
|
9.05K
$210K
|