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 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.28K+ 26.97% |
$138K - $166K
|
15.5K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.24K+ 3.86% |
$136K - $164K
|
87.2K
$1.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 66.02% |
$135K - $163K
|
8.07K
$178K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.17K+ 2.54% |
$133K - $161K
|
128K
$2.84M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
3.06K+ 26.25% |
$129K - $155K
|
14.7K
$326K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.04K+ 0.84% |
$128K - $154K
|
364K
$8.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 63.83% |
$124K - $149K
|
7.56K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.92K+ 43.53% |
$123K - $148K
|
9.62K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.81K+ 6.16% |
$118K - $142K
|
48.4K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.74K+ 19.9% |
$115K - $139K
|
16.5K
$365K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.71K+ 12.47% |
$114K - $137K
|
24.4K
$541K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64K+ 1.91% |
$111K - $134K
|
141K
$3.12M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.34KNew |
$98.4K - $119K
|
2.34K
$51.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.16K+ 2.84% |
$90.7K - $109K
|
78.3K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.13K+ 1.61% |
$89.5K - $108K
|
134K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.11K+ 5.7% |
$88.5K - $107K
|
39.1K
$865K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.07K+ 7.91% |
$86.8K - $105K
|
28.2K
$623K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 2.88% |
$85.9K - $104K
|
73K
$1.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.01K+ 1.56% |
$84.4K - $102K
|
131K
$2.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2KNew |
$84.1K - $101K
|
2K
$44.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$83.2K - $100K
|
1.98K
$43.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 15.76% |
$80.6K - $97.2K
|
14.1K
$312K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.91K+ 12.84% |
$80K - $96.5K
|
16.8K
$370K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.91K+ 20.12% |
$80K - $96.5K
|
11.4K
$251K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.9K+ 3.14% |
$79.8K - $96.2K
|
62.4K
$1.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 3.42% |
$77.5K - $93.4K
|
55.8K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.83K+ 5.52% |
$76.6K - $92.4K
|
34.9K
$771K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.81K+ 2.36% |
$76.1K - $91.8K
|
78.7K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.81K+ 0.93% |
$76K - $91.6K
|
196K
$4.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.76K+ 3.2% |
$73.9K - $89.2K
|
56.8K
$1.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.75K+ 540.43% |
$73.5K - $88.7K
|
2.08K
$45.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.75K+ 1.1% |
$73.4K - $88.5K
|
161K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7K+ 2.55% |
$71.2K - $85.8K
|
68.2K
$1.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.68K+ 1.87% |
$70.7K - $85.2K
|
91.9K
$2.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.64K+ 1.65% |
$69K - $83.2K
|
101K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 1.79% |
$67.7K - $81.7K
|
91.8K
$2.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.59K+ 1.65% |
$66.6K - $80.3K
|
97.7K
$2.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 0.46% |
$65.2K - $78.6K
|
337K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 1.83% |
$64K - $77.2K
|
84.8K
$1.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$63.2K - $76.2K
|
1.51K
$33.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.48K+ 0.76% |
$62K - $74.8K
|
196K
$4.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 3.13% |
$59.2K - $71.4K
|
46.5K
$1.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.27K+ 46.46% |
$53.2K - $64.1K
|
3.99K
$88.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.26K+ 2.42% |
$52.8K - $63.6K
|
53.2K
$1.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.25K+ 2.38% |
$52.5K - $63.3K
|
53.8K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 7.72% |
$51.1K - $61.6K
|
17K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.2K+ 22.64% |
$50.5K - $60.9K
|
6.51K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
1.2K+ 6.68% |
$50.3K - $60.6K
|
19.1K
$423K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.2KNew |
$50.2K - $60.6K
|
1.2K
$26.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.12K+ 20.17% |
$47K - $56.7K
|
6.67K
$148K
|