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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
21.1K+ 5.46% |
$888K - $1.07M
|
408K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 2.81% |
$864K - $1.04M
|
754K
$16.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
20.6K+ 372.0% |
$864K - $1.04M
|
26.1K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 2.58% |
$847K - $1.02M
|
802K
$17.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
19.1K+ 10.79% |
$802K - $967K
|
196K
$4.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
18.9K+ 8.33% |
$794K - $957K
|
246K
$5.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18.6K+ 3078.97% |
$781K - $942K
|
19.2K
$425K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.4KNew |
$772K - $931K
|
18.4K
$407K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
17.9K+ 3.11% |
$751K - $905K
|
593K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.8K+ 77.32% |
$749K - $904K
|
40.9K
$905K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.8K+ 255.52% |
$705K - $850K
|
23.4K
$517K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
16.5K+ 17.82% |
$694K - $837K
|
109K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16.4K+ 16.76% |
$690K - $832K
|
114K
$2.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16.1K+ 5.61% |
$678K - $817K
|
304K
$6.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.5K+ 7.86% |
$652K - $787K
|
213K
$4.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
15.4K+ 198.94% |
$647K - $780K
|
23.1K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.9K+ 16.7% |
$624K - $752K
|
104K
$2.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.6K+ 132.26% |
$612K - $737K
|
25.6K
$565K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.3KNew |
$600K - $723K
|
14.3K
$316K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7K+ 5.65% |
$577K - $696K
|
257K
$5.68M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
13.3K+ 3.75% |
$557K - $671K
|
367K
$8.11M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13.2KNew |
$555K - $669K
|
13.2K
$292K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
13K+ 8.96% |
$545K - $657K
|
158K
$3.49M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
12.9KNew |
$543K - $655K
|
12.9K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.7K+ 39.29% |
$533K - $642K
|
45K
$994K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 19.36% |
$506K - $610K
|
74.3K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 1.16% |
$496K - $598K
|
1.03M
$22.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
11.8K+ 7.67% |
$496K - $597K
|
166K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11.6K+ 3.76% |
$489K - $590K
|
322K
$7.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.6KNew |
$486K - $586K
|
11.6K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
11.2K+ 19.4% |
$469K - $565K
|
68.7K
$1.52M
|
|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
10.8K+ 1.24% |
$453K - $546K
|
878K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 7.34% |
$446K - $538K
|
155K
$3.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.6K+ 10.02% |
$446K - $538K
|
117K
$2.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
10.3KNew |
$433K - $522K
|
10.3K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.99K+ 13.35% |
$420K - $506K
|
84.8K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.76K+ 149.68% |
$410K - $494K
|
16.3K
$360K
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9.47K+ 1.95% |
$398K - $479K
|
495K
$10.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.12K+ 63.68% |
$383K - $462K
|
23.4K
$518K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.04K+ 76.71% |
$380K - $458K
|
20.8K
$460K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
8.92KNew |
$375K - $452K
|
8.92K
$197K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.86K+ 16.55% |
$372K - $449K
|
62.4K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8.67K+ 221.59% |
$364K - $439K
|
12.6K
$278K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.59K+ 4.36% |
$361K - $435K
|
206K
$4.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.3K+ 34.92% |
$349K - $420K
|
32.1K
$709K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.08K+ 25.64% |
$339K - $409K
|
39.6K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.56K+ 21.49% |
$317K - $383K
|
42.7K
$945K
|
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
7.18K+ 3.05% |
$301K - $363K
|
242K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.08KNew |
$297K - $359K
|
7.08K
$157K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.92K+ 89.41% |
$290K - $350K
|
14.7K
$324K
|