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 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.2K- 2.07% |
$429K - $517K
|
483K
$10.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-10.6K- 12.57% |
$446K - $538K
|
73.9K
$1.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.9K- 14.23% |
$456K - $550K
|
65.5K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.9K- 2.72% |
$458K - $552K
|
390K
$8.61M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.5K- 56.03% |
$485K - $584K
|
9.06K
$200K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-12.5K- 0.58% |
$526K - $635K
|
2.17M
$47.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12.6K- 55.95% |
$528K - $637K
|
9.9K
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 3.08% |
$558K - $673K
|
419K
$9.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-14.1K- 15.76% |
$590K - $712K
|
75.1K
$1.66M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.5K- 54.16% |
$608K - $733K
|
12.3K
$271K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14.9K- 34.09% |
$627K - $756K
|
28.9K
$638K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.6K- 0.74% |
$655K - $790K
|
2.1M
$46.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-15.9K- 3.22% |
$667K - $804K
|
478K
$10.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-16K- 9.75% |
$673K - $811K
|
148K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17.2K- 13.58% |
$722K - $870K
|
109K
$2.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 49.47% |
$727K - $877K
|
17.7K
$391K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-18K- 14.23% |
$754K - $909K
|
108K
$2.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.4K- 22.64% |
$772K - $931K
|
62.8K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 7.85% |
$775K - $934K
|
216K
$4.79M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-18.5K- 8.64% |
$777K - $937K
|
196K
$4.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-20.5K- 24.74% |
$860K - $1.04M
|
62.3K
$1.38M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22.4K- 35.58% |
$938K - $1.13M
|
40.5K
$895K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-25.4K- 30.52% |
$1.07M - $1.29M
|
57.8K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-25.5K- 9.47% |
$1.07M - $1.29M
|
244K
$5.39M
|
|
|
Oct 04, 2022
Q3 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-25.5K- 19.72% |
$1.07M - $1.29M
|
104K
$2.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-26.4K- 0.66% |
$1.11M - $1.34M
|
3.95M
$87.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-27.1K- 30.5% |
$1.14M - $1.37M
|
61.7K
$1.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.2K- 2.25% |
$1.14M - $1.38M
|
1.18M
$26.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.7K- 4.9% |
$1.2M - $1.45M
|
556K
$12.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-30.1K- 15.5% |
$1.26M - $1.52M
|
164K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30.1K- 15.5% |
$1.26M - $1.52M
|
164K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.1K- 4.6% |
$1.35M - $1.62M
|
664K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-34.2K- 12.15% |
$1.44M - $1.73M
|
247K
$5.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-34.6K- 13.25% |
$1.45M - $1.75M
|
226K
$5M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-35.5K- 82.5% |
$1.49M - $1.8M
|
7.53K
$166K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-35.6K- 16.85% |
$1.49M - $1.8M
|
176K
$3.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-36.4K- 84.43% |
$1.53M - $1.84M
|
6.72K
$149K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.7K- 3.57% |
$1.54M - $1.86M
|
991K
$21.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-43.4K- 17.36% |
$1.82M - $2.2M
|
207K
$4.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-48.4K- 40.11% |
$2.03M - $2.45M
|
72.3K
$1.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-54K- 51.54% |
$2.27M - $2.74M
|
50.8K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-54.1K- 31.6% |
$2.27M - $2.74M
|
117K
$2.59M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-55.5K- 8.01% |
$2.33M - $2.81M
|
638K
$14.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-56.4K- 58.95% |
$2.37M - $2.86M
|
39.3K
$868K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.3K- 3.01% |
$2.4M - $2.9M
|
1.85M
$40.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-58.3K- 54.79% |
$2.45M - $2.95M
|
48.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.2K- 91.11% |
$2.57M - $3.1M
|
5.97K
$132K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-65.9K- 2.61% |
$2.77M - $3.34M
|
2.46M
$54.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71.5K- 63.0% |
$3M - $3.62M
|
42K
$929K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71.5K- 63.0% |
$3M - $3.62M
|
42K
$929K
|