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
|
Capital Advisors Inc
|
SELL
|
- |
-3.42K- 8.31% |
$144K - $173K
|
37.7K
$834K
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.64K- 9.34% |
$153K - $184K
|
35.3K
$781K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 3.05% |
$156K - $189K
|
119K
$2.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.75K- 2.11% |
$157K - $190K
|
174K
$3.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.75K- 28.75% |
$158K - $190K
|
9.3K
$206K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.78K- 6.14% |
$159K - $191K
|
57.8K
$1.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.91K- 5.48% |
$164K - $198K
|
67.3K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.92K- 0.91% |
$165K - $199K
|
426K
$9.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.98K- 44.81% |
$167K - $201K
|
4.9K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.05K- 2.77% |
$170K - $205K
|
142K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.16K- 7.21% |
$175K - $210K
|
53.5K
$1.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.19K- 8.63% |
$176K - $212K
|
44.3K
$980K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.21K- 1.37% |
$177K - $213K
|
302K
$6.69M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.34K- 23.13% |
$182K - $220K
|
14.4K
$319K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.4K- 31.07% |
$185K - $223K
|
9.76K
$216K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.42K- 1.59% |
$186K - $224K
|
274K
$6.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.57K- 5.12% |
$192K - $231K
|
84.7K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.97K- 7.59% |
$209K - $251K
|
60.5K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.13K- 9.26% |
$216K - $260K
|
50.3K
$1.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-5.15K- 6.75% |
$216K - $261K
|
71.2K
$1.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-5.23K- 4.85% |
$220K - $265K
|
103K
$2.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.35K- 2.05% |
$225K - $271K
|
256K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.47K- 5.89% |
$230K - $277K
|
87.4K
$1.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.71K- 26.74% |
$240K - $289K
|
15.6K
$346K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.83K- 9.32% |
$245K - $295K
|
56.7K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.83K- 18.38% |
$245K - $295K
|
25.9K
$572K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.88K- 54.58% |
$247K - $298K
|
4.89K
$108K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.91K- 11.1% |
$248K - $299K
|
47.4K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.78K- 3.34% |
$285K - $343K
|
196K
$4.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-6.87K- 16.91% |
$288K - $348K
|
33.7K
$746K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.88K- 10.33% |
$289K - $348K
|
59.7K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.89K- 47.74% |
$289K - $349K
|
7.54K
$167K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.98K- 1.12% |
$293K - $353K
|
619K
$13.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.08K- 58.88% |
$297K - $358K
|
4.94K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.1K- 19.83% |
$298K - $359K
|
28.7K
$634K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-7.25K- 10.19% |
$304K - $367K
|
63.8K
$1.41M
|
|
|
Nov 04, 2022
Q3 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.29K- 0.84% |
$306K - $369K
|
860K
$19M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.56K- 12.92% |
$317K - $383K
|
51K
$1.13M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.09K- 20.95% |
$340K - $409K
|
30.5K
$675K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.23K- 11.1% |
$346K - $417K
|
66K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-8.32K- 2.41% |
$349K - $421K
|
337K
$7.45M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-8.34K- 11.63% |
$350K - $422K
|
63.4K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.44K- 4.62% |
$354K - $427K
|
174K
$3.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8.67K- 3.49% |
$364K - $439K
|
239K
$5.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.74K- 3.47% |
$367K - $443K
|
243K
$5.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-8.85K- 5.5% |
$371K - $448K
|
152K
$3.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-8.9K- 8.67% |
$374K - $450K
|
93.7K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.16K- 47.34% |
$385K - $464K
|
10.2K
$225K
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-9.61KClosed |
$404K - $487K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-10.2K- 1.84% |
$427K - $515K
|
542K
$12M
|