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 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.2K
New
$50.2K - $60.6K
1.2K $27.8K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
1.12K
+ 20.17%
$47K - $56.7K
6.67K $155K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
1.11K
New
$46.4K - $56K
1.11K $25.7K
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.08K
+ 5.19%
$45.5K - $54.8K
21.9K $510K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
1.07K
+ 149.79%
$44.7K - $53.9K
1.78K $41.3K
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
1.03K
+ 6.2%
$43.1K - $51.9K
17.6K $409K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
1.01K
+ 5.72%
$42.5K - $51.3K
18.7K $435K
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
961
+ 19.82%
$40.4K - $48.7K
5.81K $135K
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
957
+ 0.36%
$40.2K - $48.5K
267K $6.2M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
946
+ 1.51%
$39.7K - $47.9K
63.6K $1.48M
Oct 31, 2022 Q3 2022
Tranquility Partners, LLC

BUY
 -
926
+ 20.46%
$38.9K - $46.9K
5.45K $127K
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
906
+ 44.11%
$38K - $45.9K
2.96K $68.8K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
853
+ 0.19%
$35.8K - $43.2K
449K $10.4M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
853
+ 0.19%
$35.8K - $43.2K
449K $10.4M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
853
+ 2.61%
$35.8K - $43.2K
33.5K $779K
Oct 26, 2022 Q3 2022
Ironwood Financial, LLC

BUY
 -
850
+ 12.64%
$35.7K - $43K
7.57K $176K
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
821
+ 1.61%
$34.5K - $41.6K
51.7K $1.2M
Nov 14, 2022 Q3 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
805
+ 0.22%
$33.8K - $40.8K
359K $8.35M
Nov 15, 2022 Q3 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
802
+ 10.85%
$33.7K - $40.6K
8.2K $191K
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
771
+ 2.62%
$32.4K - $39K
30.2K $703K
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
768
+ 0.48%
$32.2K - $38.9K
159K $3.71M
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
767
New
$32.2K - $38.8K
767 $17.8K
Oct 13, 2022 Q3 2022
Rvw Wealth, LLC

BUY
 -
764
+ 1.72%
$32.1K - $38.7K
45.3K $1.05M
Nov 14, 2022 Q3 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
734
+ 0.07%
$30.8K - $37.2K
1.03M $23.9M
Nov 09, 2022 Q3 2022
Perennial Advisors, LLC

New York, NY
BUY
 -
730
+ 6.19%
$30.7K - $37K
12.5K $291K
Nov 14, 2022 Q3 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
725
+ 2.5%
$30.4K - $36.7K
29.8K $692K
Nov 14, 2022 Q3 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
708
+ 2.24%
$29.7K - $35.8K
32.3K $751K
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
696
+ 10.01%
$29.2K - $35.2K
7.65K $178K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
676
+ 0.8%
$28.4K - $34.2K
84.7K $1.97M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
672
+ 18.71%
$28.2K - $34K
4.26K $99.2K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
664
New
$27.9K - $33.6K
664 $15.4K
Oct 18, 2022 Q3 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
635
+ 4.6%
$26.7K - $32.2K
14.4K $336K
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
632
+ 4.54%
$26.5K - $32K
14.6K $339K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
619
+ 2.15%
$26K - $31.3K
29.5K $685K
Oct 26, 2022 Q3 2022
Waypoint Wealth Partners Inc.

BUY
 -
602
+ 2.4%
$25.3K - $30.5K
25.7K $598K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
599
New
$25.2K - $30.3K
599 $13.9K
Nov 09, 2022 Q3 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
597
New
$25.1K - $30.2K
597 $13.9K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
589
New
$24.7K - $29.8K
589 $13.7K
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

BUY
 -
588
+ 0.43%
$24.7K - $29.8K
137K $3.18M
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
580
+ 2.34%
$24.4K - $29.4K
25.4K $591K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
504
+ 5.46%
$21.2K - $25.5K
9.74K $227K
Oct 11, 2022 Q3 2022
Jacobs & CO

BUY
 -
496
+ 9.63%
$20.8K - $25.1K
5.65K $131K
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
476
+ 9.03%
$20K - $24.1K
5.75K $134K
Oct 13, 2022 Q3 2022
Ewg Elevate Inc.

BUY
 -
461
+ 0.1%
$19.4K - $23.3K
478K $11.1M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
457
New
$19.2K - $23.1K
457 $10.6K
Nov 09, 2022 Q3 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
433
+ 5.47%
$18.2K - $21.9K
8.34K $194K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
429
+ 6.38%
$18K - $21.7K
7.16K $166K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
418
New
$17.6K - $21.2K
418 $9.72K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
397
+ 39.7%
$16.7K - $20.1K
1.4K $32.5K

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