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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.05% |
$336 - $405
|
14.9K
$346K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$336 - $405
|
7.04K
$164K
|
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8+ 0.16% |
$336 - $405
|
5.02K
$117K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.33% |
$294 - $354
|
2.15K
$50K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6+ 0.08% |
$252 - $304
|
7.95K
$185K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
6+ 0.05% |
$252 - $304
|
12K
$279K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 4.55% |
$210 - $253
|
115
$2.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$210 - $253
|
7.2K
$167K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.06% |
$168 - $203
|
7.04K
$164K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.0% |
$168 - $203
|
83.7K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$168 - $203
|
40.6K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.03% |
$168 - $203
|
11.9K
$277K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.4% |
$168 - $203
|
1.01K
$23.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.04% |
$168 - $203
|
9.04K
$210K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 0.16% |
$168 - $203
|
2.48K
$57.6K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$126 - $152
|
4.59K
$107K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.06% |
$126 - $152
|
4.89K
$114K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.26% |
$126 - $152
|
1.17K
$27.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3+ 0.01% |
$126 - $152
|
41.5K
$966K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.05% |
$126 - $152
|
6.4K
$149K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$84 - $101
|
569
$13.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$84 - $101
|
18.3K
$426K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.01% |
$84 - $101
|
16.5K
$385K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
BUY
|
- |
2+ 0.01% |
$84 - $101
|
16.1K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.03% |
$84 - $101
|
6.47K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.5% |
$84 - $101
|
403
$9.37K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.36% |
$84 - $101
|
565
$13.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.43% |
$84 - $101
|
470
$10.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.14% |
$42 - $50.6
|
713
$16.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$42 - $50.6
|
1
$23.3
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.02% |
$42 - $50.6
|
5.24K
$122K
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$42 - $50.6
|
5.19K
$121K
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1+ 0.0% |
$42 - $50.6
|
21.1K
$490K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
$42 - $50.6
|
104
$2.42K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.09% |
$42 - $50.6
|
93
$2.16K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.11% |
$42 - $50.6
|
91
$2.12K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$42 - $50.6
|
6.09K
$142K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.3% |
$42 - $50.6
|
329
$7.65K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1- 0.9% |
$42 - $50.6
|
110
$2.56K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.24% |
$42 - $50.6
|
424
$9.86K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-6- 4.26% |
$252 - $304
|
135
$3.14K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-15- 0.05% |
$630 - $759
|
28.8K
$669K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-15- 0.02% |
$630 - $759
|
81.9K
$1.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 3.47% |
$630 - $759
|
417
$9.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-16- 0.14% |
$672 - $810
|
11.3K
$263K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 7.77% |
$672 - $810
|
190
$4.42K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-17- 0.08% |
$714 - $861
|
21.2K
$493K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-18- 0.28% |
$756 - $911
|
6.47K
$150K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-25- 0.43% |
$1.05K - $1.27K
|
5.84K
$136K
|