Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
Nov 10, 2022 Q3 2022
Buckingham Capital Management, Inc.

BUY
 -
21.1K
+ 5.46%
$888K - $1.07M
408K $9.49M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
20.6K
+ 2.81%
$864K - $1.04M
754K $17.5M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
20.6K
+ 372.0%
$864K - $1.04M
26.1K $607K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
20.2K
+ 2.58%
$847K - $1.02M
802K $18.7M
Nov 07, 2022 Q3 2022
Trellis Advisors, LLC

BUY
 -
19.1K
+ 10.79%
$802K - $967K
196K $4.56M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
18.9K
+ 8.33%
$794K - $957K
246K $5.72M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
18.6K
+ 3078.97%
$781K - $942K
19.2K $447K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
18.4K
New
$772K - $931K
18.4K $428K
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
17.9K
+ 3.11%
$751K - $905K
593K $13.8M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
17.8K
+ 77.32%
$749K - $904K
40.9K $952K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
16.5K
+ 17.82%
$694K - $837K
109K $2.54M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
16.4K
+ 16.76%
$690K - $832K
114K $2.66M
Oct 11, 2022 Q3 2022
Juncture Wealth Strategies, LLC

BUY
 -
16.1K
+ 5.61%
$678K - $817K
304K $7.06M
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
15.5K
+ 7.86%
$652K - $787K
213K $4.96M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
15.4K
+ 198.94%
$647K - $780K
23.1K $538K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
14.9K
+ 16.7%
$624K - $752K
104K $2.41M
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
14.6K
+ 132.26%
$612K - $737K
25.6K $595K
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14.3K
New
$600K - $723K
14.3K $332K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
13.7K
+ 5.65%
$577K - $696K
257K $5.97M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
13.3K
+ 3.75%
$557K - $671K
367K $8.53M
Oct 13, 2022 Q3 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
13.2K
New
$555K - $669K
13.2K $307K
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
13K
+ 8.96%
$545K - $657K
158K $3.67M
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
12.9K
New
$543K - $655K
12.9K $301K
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
12.7K
+ 39.29%
$533K - $642K
45K $1.05M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
12K
+ 19.36%
$506K - $610K
74.3K $1.73M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.8K
+ 1.16%
$496K - $598K
1.03M $24M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
11.8K
+ 7.67%
$496K - $597K
166K $3.85M
Nov 14, 2022 Q3 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
11.6K
+ 3.76%
$489K - $590K
322K $7.48M
Oct 24, 2022 Q3 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
11.6K
New
$486K - $586K
11.6K $269K
Nov 10, 2022 Q3 2022
Avalon Advisory Group

Wexford, PA
BUY
 -
11.2K
+ 19.4%
$469K - $565K
68.7K $1.6M
Mar 17, 2023 Q3 2022
Socha Financial Group, LLC

Corning, NY
BUY
 -
10.8K
+ 1.24%
$453K - $546K
878K $20.4M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.6K
+ 7.34%
$446K - $538K
155K $3.62M
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
10.6K
+ 10.02%
$446K - $538K
117K $2.71M
Nov 02, 2022 Q3 2022
Stiles Financial Services Inc

BUY
 -
10.3K
New
$433K - $522K
10.3K $240K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.99K
+ 13.35%
$420K - $506K
84.8K $1.97M
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
9.76K
+ 149.68%
$410K - $494K
16.3K $379K
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
9.47K
+ 1.95%
$398K - $479K
495K $11.5M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
9.12K
+ 63.68%
$383K - $462K
23.4K $545K
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
9.04K
+ 76.71%
$380K - $458K
20.8K $484K
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
8.92K
New
$375K - $452K
8.92K $208K
Nov 09, 2022 Q3 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
8.86K
+ 16.55%
$372K - $449K
62.4K $1.45M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
8.67K
+ 221.59%
$364K - $439K
12.6K $293K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
8.59K
+ 4.36%
$361K - $435K
206K $4.79M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
8.3K
+ 34.92%
$349K - $420K
32.1K $746K
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
8.08K
+ 25.64%
$339K - $409K
39.6K $921K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7.56K
+ 21.49%
$317K - $383K
42.7K $994K
Nov 03, 2022 Q3 2022
Schaeffer Financial LLC

BUY
 -
7.18K
+ 3.05%
$301K - $363K
242K $5.63M
Nov 14, 2022 Q3 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
7.08K
New
$297K - $359K
7.08K $165K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
6.92K
+ 89.41%
$290K - $350K
14.7K $341K

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB