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 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-18- 0.28% |
$756 - $911
|
6.47K
$149K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-25- 0.43% |
$1.05K - $1.27K
|
5.84K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-26- 0.09% |
$1.09K - $1.32K
|
28.2K
$648K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-27- 0.21% |
$1.13K - $1.37K
|
12.7K
$293K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 0.19% |
$1.13K - $1.37K
|
14K
$323K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-29- 0.08% |
$1.22K - $1.47K
|
37.1K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 1.41% |
$1.34K - $1.62K
|
2.23K
$51.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32- 0.41% |
$1.34K - $1.62K
|
7.75K
$178K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-40- 2.65% |
$1.68K - $2.03K
|
1.47K
$33.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 8.88% |
$1.93K - $2.33K
|
472
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-50- 0.26% |
$2.1K - $2.53K
|
19.3K
$444K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-57- 0.03% |
$2.39K - $2.89K
|
191K
$4.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-74- 1.0% |
$3.11K - $3.75K
|
7.35K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-75- 0.93% |
$3.15K - $3.8K
|
8.01K
$184K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-77- 0.75% |
$3.23K - $3.9K
|
10.2K
$234K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-79- 0.29% |
$3.32K - $4K
|
27.2K
$626K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-82- 0.41% |
$3.44K - $4.15K
|
19.8K
$455K
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-88- 0.46% |
$3.7K - $4.46K
|
18.9K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-98- 0.39% |
$4.12K - $4.96K
|
25.2K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 0.47% |
$4.16K - $5.01K
|
20.8K
$478K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-100- 0.69% |
$4.2K - $5.06K
|
14.3K
$330K
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-100- 0.07% |
$4.2K - $5.06K
|
141K
$3.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-103- 0.27% |
$4.32K - $5.21K
|
37.4K
$861K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-108- 1.2% |
$4.53K - $5.47K
|
8.88K
$204K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116- 2.25% |
$4.87K - $5.87K
|
5.05K
$116K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-120- 0.69% |
$5.04K - $6.08K
|
17.4K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-122- 0.18% |
$5.12K - $6.18K
|
66.3K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-125- 0.43% |
$5.25K - $6.33K
|
28.8K
$663K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-127- 2.17% |
$5.33K - $6.43K
|
5.73K
$132K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-130- 1.38% |
$5.46K - $6.58K
|
9.31K
$214K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-132- 28.7% |
$5.54K - $6.68K
|
328
$7.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-133- 0.46% |
$5.58K - $6.73K
|
28.7K
$661K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-140- 1.22% |
$5.88K - $7.09K
|
11.4K
$261K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-143- 2.6% |
$6K - $7.24K
|
5.35K
$123K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 0.79% |
$6K - $7.24K
|
18K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-147- 30.88% |
$6.17K - $7.44K
|
329
$7.57K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 1.19% |
$6.3K - $7.59K
|
12.5K
$287K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-156- 0.47% |
$6.55K - $7.9K
|
33.1K
$760K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-158- 0.13% |
$6.63K - $8K
|
119K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-160- 2.23% |
$6.72K - $8.1K
|
7K
$161K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-169- 0.4% |
$7.1K - $8.56K
|
41.8K
$962K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-178- 2.79% |
$7.47K - $9.01K
|
6.19K
$142K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-183- 0.05% |
$7.68K - $9.27K
|
351K
$8.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-189- 0.08% |
$7.94K - $9.57K
|
232K
$5.34M
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-192- 0.7% |
$8.06K - $9.72K
|
27.3K
$628K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-196- 48.76% |
$8.23K - $9.92K
|
206
$4.74K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-199- 76.83% |
$8.36K - $10.1K
|
60
$1.38K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.14% |
$8.4K - $10.1K
|
144K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-209- 1.74% |
$8.78K - $10.6K
|
11.8K
$272K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-215- 0.15% |
$9.03K - $10.9K
|
148K
$3.39M
|