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 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-77.9K- 3.33% |
$3.27M - $3.94M
|
2.26M
$50M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-78.2K- 18.32% |
$3.28M - $3.96M
|
349K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-108K- 4.88% |
$4.52M - $5.45M
|
2.1M
$46.4M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-151K- 12.35% |
$6.32M - $7.62M
|
1.07M
$23.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-176K- 75.3% |
$7.4M - $8.92M
|
57.8K
$1.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-205K- 69.16% |
$8.61M - $10.4M
|
91.4K
$2.02M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-216K- 23.69% |
$9.06M - $10.9M
|
695K
$15.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-246K- 67.24% |
$10.3M - $12.4M
|
120K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-249K- 4.49% |
$10.4M - $12.6M
|
5.3M
$117M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-270K- 22.68% |
$11.3M - $13.7M
|
922K
$20.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-406K- 82.05% |
$17M - $20.5M
|
88.8K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.51M- 14.55% |
$189M - $228M
|
26.5M
$585M
|