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 $45.4M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.83K
New
$287K - $346K
6.83K $151K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
6.74K
New
$283K - $341K
6.74K $149K
Oct 21, 2022 Q3 2022
Apcm Wealth Management For Individuals

BUY
 -
6.72K
+ 7.49%
$282K - $340K
96.4K $2.13M
Nov 09, 2022 Q3 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
6.58K
+ 0.43%
$276K - $333K
1.53M $33.8M
Nov 14, 2022 Q3 2022
Pacific Capital Wealth Advisors, Inc

BUY
 -
6.58K
+ 7.13%
$276K - $333K
98.8K $2.18M
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
6.55K
+ 0.43%
$275K - $332K
1.51M $33.5M
Nov 14, 2022 Q3 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
6.48K
+ 28.47%
$272K - $328K
29.3K $647K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
6.08K
+ 13.69%
$255K - $308K
50.5K $1.12M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
6.07K
+ 25.41%
$255K - $307K
29.9K $662K
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
5.87K
+ 6.75%
$246K - $297K
92.8K $2.05M
Nov 10, 2022 Q3 2022
Strategic Advisors LLC

BUY
 -
5.83K
+ 1.32%
$245K - $295K
447K $9.89M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
5.78K
+ 3.56%
$243K - $293K
168K $3.72M
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
5.78K
New
$243K - $292K
5.78K $128K
Nov 14, 2022 Q3 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
5.62K
+ 1.95%
$236K - $285K
293K $6.48M
Nov 07, 2022 Q3 2022
Columbia Advisory Partners LLC

BUY
 -
5.52K
New
$232K - $280K
5.52K $122K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
5.51K
+ 26.11%
$231K - $279K
26.6K $588K
Nov 10, 2022 Q3 2022
Adams Wealth Management

BUY
 -
5.46K
New
$229K - $276K
5.46K $121K
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
5.42K
New
$228K - $275K
5.42K $120K
Nov 10, 2022 Q3 2022
Souders Financial Advisors

BUY
 -
5.34K
+ 7.87%
$224K - $270K
73.2K $1.62M
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
5.32K
+ 1.54%
$223K - $269K
350K $7.74M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
5.29K
New
$222K - $268K
5.29K $117K
Oct 31, 2022 Q3 2022
James Investment Research Inc

BUY
 -
5.21K
+ 166.84%
$219K - $264K
8.33K $184K
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
5.16K
New
$217K - $261K
5.16K $114K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
5.11K
+ 2.93%
$215K - $259K
180K $3.98M
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.11K
+ 14.47%
$215K - $259K
40.4K $894K
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
5.03K
+ 3.07%
$211K - $255K
169K $3.73M
Nov 09, 2022 Q3 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
4.84K
+ 7.92%
$203K - $245K
65.9K $1.46M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
4.79K
+ 35.12%
$201K - $243K
18.4K $408K
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.78K
+ 32.27%
$201K - $242K
19.6K $433K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
4.64K
+ 2.23%
$195K - $235K
213K $4.7M
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
4.58K
+ 341.64%
$192K - $232K
5.92K $131K
Nov 08, 2022 Q3 2022
Pegasus Asset Management, Inc.

BUY
 -
4.56K
+ 1.21%
$191K - $231K
380K $8.4M
Oct 28, 2022 Q3 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
4.52K
+ 10.39%
$190K - $229K
48K $1.06M
Nov 14, 2022 Q3 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
4.49K
+ 57.75%
$188K - $227K
12.3K $271K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.38K
+ 2.94%
$184K - $222K
153K $3.39M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4.37K
+ 10.65%
$183K - $221K
45.4K $1M
Oct 18, 2022 Q3 2022
Bond & Devick Financial Network, Inc.

BUY
 -
4K
+ 3.25%
$168K - $202K
127K $2.81M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
3.98K
+ 97.31%
$167K - $202K
8.08K $179K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.98K
+ 44.12%
$167K - $202K
13K $288K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
3.88K
+ 3559.63%
$163K - $196K
3.99K $88.2K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
3.77K
+ 43.86%
$158K - $191K
12.4K $274K
Oct 20, 2022 Q3 2022
S.E.E.D. Planning Group LLC

BUY
 -
3.72K
+ 9.63%
$156K - $188K
42.4K $937K
Nov 14, 2022 Q3 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
3.71K
+ 0.91%
$156K - $188K
414K $9.15M
Oct 21, 2022 Q3 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
3.7K
+ 4.65%
$155K - $187K
83.3K $1.84M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.57K
+ 3.52%
$150K - $180K
105K $2.32M
Oct 20, 2022 Q3 2022
Genesee Capital Advisors, LLC

BUY
 -
3.5K
+ 1.31%
$147K - $177K
271K $5.99M
Nov 14, 2022 Q3 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
3.39K
+ 5.22%
$142K - $172K
68.3K $1.51M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
3.33K
+ 1.16%
$140K - $168K
291K $6.43M

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