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
Oct 26, 2022 Q3 2022
Bouchey Financial Group LTD

BUY
 -
6.88K
+ 0.34%
$289K - $348K
2.05M $47.8M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.83K
New
$287K - $346K
6.83K $159K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
6.74K
New
$283K - $341K
6.74K $157K
Oct 21, 2022 Q3 2022
Apcm Wealth Management For Individuals

BUY
 -
6.72K
+ 7.49%
$282K - $340K
96.4K $2.24M
Nov 09, 2022 Q3 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
6.58K
+ 0.43%
$276K - $333K
1.53M $35.6M
Nov 14, 2022 Q3 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
6.58K
+ 7.13%
$276K - $333K
98.8K $2.3M
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
6.55K
+ 0.43%
$275K - $332K
1.51M $35.2M
Nov 14, 2022 Q3 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
6.48K
+ 28.47%
$272K - $328K
29.3K $680K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
6.08K
+ 13.69%
$255K - $308K
50.5K $1.17M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
6.07K
+ 25.41%
$255K - $307K
29.9K $696K
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
5.87K
+ 6.75%
$246K - $297K
92.8K $2.16M
Nov 10, 2022 Q3 2022
Strategic Advisors LLC

BUY
 -
5.83K
+ 1.32%
$245K - $295K
447K $10.4M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
5.78K
+ 3.56%
$243K - $293K
168K $3.91M
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
5.78K
New
$243K - $292K
5.78K $134K
Nov 14, 2022 Q3 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
5.62K
+ 1.95%
$236K - $285K
293K $6.82M
Nov 07, 2022 Q3 2022
Columbia Advisory Partners LLC

BUY
 -
5.52K
New
$232K - $280K
5.52K $128K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
5.51K
+ 26.11%
$231K - $279K
26.6K $619K
Nov 10, 2022 Q3 2022
Adams Wealth Management

BUY
 -
5.46K
New
$229K - $276K
5.46K $127K
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
5.42K
New
$228K - $275K
5.42K $126K
Nov 10, 2022 Q3 2022
Souders Financial Advisors

BUY
 -
5.34K
+ 7.87%
$224K - $270K
73.2K $1.7M
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
5.32K
+ 1.54%
$223K - $269K
350K $8.14M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
5.29K
New
$222K - $268K
5.29K $123K
Oct 31, 2022 Q3 2022
James Investment Research Inc

BUY
 -
5.21K
+ 166.84%
$219K - $264K
8.33K $194K
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

BUY
 -
5.18K
New
$218K - $262K
5.18K $121K
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.16K
New
$217K - $261K
5.16K $120K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
5.11K
+ 2.93%
$215K - $259K
180K $4.18M
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.11K
+ 14.47%
$215K - $259K
40.4K $941K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
5.03K
+ 3.07%
$211K - $255K
169K $3.93M
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
4.84K
+ 7.92%
$203K - $245K
65.9K $1.53M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
4.79K
+ 35.12%
$201K - $243K
18.4K $429K
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.78K
+ 32.27%
$201K - $242K
19.6K $456K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
4.64K
+ 2.23%
$195K - $235K
213K $4.95M
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
4.58K
+ 341.64%
$192K - $232K
5.92K $138K
Nov 08, 2022 Q3 2022
Pegasus Asset Management, Inc.

BUY
 -
4.56K
+ 1.21%
$191K - $231K
380K $8.83M
Oct 28, 2022 Q3 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
4.52K
+ 10.39%
$190K - $229K
48K $1.12M
Nov 14, 2022 Q3 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
4.49K
+ 57.75%
$188K - $227K
12.3K $285K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.38K
+ 2.94%
$184K - $222K
153K $3.56M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4.37K
+ 10.65%
$183K - $221K
45.4K $1.06M
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
4K
+ 3.25%
$168K - $202K
127K $2.96M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
3.98K
+ 97.31%
$167K - $202K
8.08K $188K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.98K
+ 44.12%
$167K - $202K
13K $302K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
3.88K
+ 3559.63%
$163K - $196K
3.99K $92.8K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
3.77K
+ 43.86%
$158K - $191K
12.4K $288K
Oct 20, 2022 Q3 2022
S.E.E.D. Planning Group LLC

BUY
 -
3.72K
+ 9.63%
$156K - $188K
42.4K $986K
Nov 14, 2022 Q3 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
3.71K
+ 0.91%
$156K - $188K
414K $9.62M
Oct 21, 2022 Q3 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
3.7K
+ 4.65%
$155K - $187K
83.3K $1.94M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.57K
+ 3.52%
$150K - $180K
105K $2.44M
Oct 20, 2022 Q3 2022
Genesee Capital Advisors, LLC

BUY
 -
3.5K
+ 1.31%
$147K - $177K
271K $6.3M
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
3.39K
+ 5.22%
$142K - $172K
68.3K $1.59M

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