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 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
395
+ 39.46%
$16.6K - $20K
1.4K $32.5K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

BUY
 -
386
+ 2.83%
$16.2K - $19.5K
14K $327K
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
374
+ 1.85%
$15.7K - $18.9K
20.6K $478K
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
374
+ 0.66%
$15.7K - $18.9K
57K $1.33M
Nov 08, 2022 Q3 2022
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
365
+ 5.98%
$15.3K - $18.5K
6.47K $150K
Nov 14, 2022 Q3 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
357
+ 0.68%
$15K - $18.1K
53K $1.23M
Jan 02, 2024 Q3 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
355
+ 4.21%
$14.9K - $18K
8.8K $205K
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
352
New
$14.8K - $17.8K
352 $8.19K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
347
+ 7.21%
$14.6K - $17.6K
5.16K $120K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
317
+ 29.6%
$13.3K - $16K
1.39K $32.3K
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
315
+ 2.06%
$13.2K - $15.9K
15.6K $364K
Oct 07, 2022 Q3 2022
Bcs Wealth Management

BUY
 -
310
+ 0.92%
$13K - $15.7K
34K $791K
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
300
+ 75.0%
$12.6K - $15.2K
700 $16.3K
Nov 14, 2022 Q3 2022
Rinkey Investments

San Diego, CA
BUY
 -
275
+ 2.93%
$11.5K - $13.9K
9.67K $225K
Oct 20, 2022 Q3 2022
Planned Solutions, Inc.

BUY
 -
270
+ 1.19%
$11.3K - $13.7K
23K $536K
Nov 14, 2022 Q3 2022
Strategic Financial Planning, Inc.

BUY
 -
259
+ 0.08%
$10.9K - $13.1K
310K $7.2M
Nov 14, 2022 Q3 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
248
+ 0.73%
$10.4K - $12.6K
34.4K $800K
Oct 21, 2022 Q3 2022
Cross Staff Investments Inc

BUY
 -
243
+ 0.87%
$10.2K - $12.3K
28.2K $655K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
242
+ 0.68%
$10.2K - $12.3K
35.6K $829K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
214
+ 2.73%
$8.99K - $10.8K
8.07K $188K
Oct 24, 2022 Q3 2022
Lincoln Capital Corp

BUY
 -
207
+ 0.56%
$8.69K - $10.5K
37.3K $867K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
207
+ 0.36%
$8.69K - $10.5K
58.3K $1.36M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
206
+ 0.59%
$8.65K - $10.4K
34.9K $812K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
203
+ 15.29%
$8.52K - $10.3K
1.53K $35.6K
Nov 15, 2022 Q3 2022
Greenline Partners, LLC

New York, NY
BUY
 -
199
+ 0.67%
$8.36K - $10.1K
29.7K $691K
Oct 24, 2022 Q3 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
194
+ 2.91%
$8.15K - $9.82K
6.87K $160K
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

BUY
 -
186
+ 0.83%
$7.81K - $9.42K
22.5K $524K
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

BUY
 -
185
+ 0.48%
$7.77K - $9.37K
39K $906K
Oct 13, 2022 Q3 2022
Chesley Taft & Associates LLC

BUY
 -
175
+ 0.89%
$7.35K - $8.86K
19.9K $464K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
166
+ 0.62%
$6.97K - $8.4K
27K $628K
Oct 21, 2022 Q3 2022
Private Ocean, LLC

BUY
 -
164
+ 16.53%
$6.89K - $8.3K
1.16K $26.9K
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
163
+ 1018.75%
$6.84K - $8.25K
179 $4.16K
Nov 08, 2022 Q3 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
162
+ 0.29%
$6.8K - $8.2K
55.2K $1.28M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
155
+ 0.43%
$6.51K - $7.85K
35.9K $834K
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
154
+ 0.18%
$6.47K - $7.8K
84.2K $1.96M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
145
+ 1.11%
$6.09K - $7.34K
13.2K $308K
Nov 08, 2022 Q3 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
144
+ 0.57%
$6.05K - $7.29K
25.3K $587K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
144
+ 13.53%
$6.05K - $7.29K
1.21K $28.1K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
132
+ 0.44%
$5.54K - $6.68K
30.4K $707K
Aug 23, 2023 Q3 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
127
+ 0.24%
$5.33K - $6.43K
52.5K $1.22M
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
125
+ 0.18%
$5.25K - $6.33K
67.7K $1.58M
Nov 14, 2022 Q3 2022
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
124
+ 2.76%
$5.21K - $6.28K
4.62K $107K
Nov 04, 2022 Q3 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
122
+ 0.53%
$5.12K - $6.18K
23K $534K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
115
+ 0.43%
$4.83K - $5.82K
26.9K $625K
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
112
+ 0.88%
$4.7K - $5.67K
12.8K $299K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
111
+ 27.96%
$4.66K - $5.62K
508 $11.8K
Oct 24, 2022 Q3 2022
Northern Capital Management, Inc.

BUY
 -
107
+ 0.78%
$4.49K - $5.42K
13.9K $323K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
100
New
$4.2K - $5.06K
100 $2.33K
Nov 03, 2022 Q3 2022
Alpha Cubed Investments, LLC

BUY
 -
100
+ 0.15%
$4.2K - $5.06K
68.9K $1.6M

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