Purchases and Sales Made in Q4 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 Q4 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
Feb 03, 2023 Q4 2022
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
4.34K
+ 1.35%
$182K - $207K
326K $7.58M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
4.15K
+ 5.7%
$174K - $198K
77K $1.79M
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
4.12K
+ 0.76%
$173K - $197K
547K $12.7M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
4.07K
+ 349.1%
$171K - $194K
5.23K $122K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
4.04K
+ 22.82%
$169K - $193K
21.7K $505K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
4.01K
+ 10.0%
$168K - $192K
44.2K $1.03M
Jan 27, 2023 Q4 2022
D.B. Root & Company, LLC

BUY
 -
3.95K
+ 2.29%
$166K - $189K
176K $4.1M
Jan 19, 2023 Q4 2022
Blossom Wealth Management

BUY
 -
3.9K
+ 18.43%
$164K - $187K
25.1K $584K
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
3.82K
+ 54.28%
$160K - $183K
10.9K $253K
Feb 07, 2023 Q4 2022
Reliant Wealth Planning

BUY
 -
3.79K
+ 25.7%
$159K - $181K
18.5K $431K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
3.68K
+ 4.61%
$154K - $176K
83.6K $1.94M
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
3.64K
+ 7.04%
$153K - $174K
55.3K $1.29M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
3.59K
+ 2.06%
$151K - $172K
178K $4.13M
Jan 25, 2023 Q4 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
3.35K
+ 25.36%
$140K - $160K
16.6K $385K
Jan 27, 2023 Q4 2022
Peak Financial Management, Inc.

BUY
 -
3.32K
+ 3.27%
$139K - $159K
105K $2.43M
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
3.32K
+ 83.0%
$139K - $158K
7.31K $170K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
3.15K
+ 10.19%
$132K - $151K
34.1K $792K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.14K
New
$132K - $150K
3.14K $73K
Feb 09, 2023 Q4 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
3.12K
+ 0.8%
$131K - $149K
393K $9.13M
Jan 23, 2023 Q4 2022
Liberty Capital Management, Inc.

BUY
 -
3.11K
+ 3.5%
$130K - $149K
91.9K $2.14M
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
3.04K
New
$127K - $145K
3.04K $70.6K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.81K
+ 3.69%
$118K - $134K
79K $1.84M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
2.8K
+ 8.04%
$118K - $134K
37.7K $876K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2.67K
+ 13.52%
$112K - $128K
22.4K $522K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
2.62K
+ 1.49%
$110K - $125K
178K $4.15M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
2.48K
+ 27.75%
$104K - $118K
11.4K $265K
Jan 17, 2023 Q4 2022
Novare Capital Management LLC

BUY
 -
2.43K
+ 4.56%
$102K - $116K
55.8K $1.3M
Jan 10, 2023 Q4 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
2.42K
+ 2.9%
$101K - $115K
85.7K $1.99M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
2.41K
+ 6.09%
$101K - $115K
42K $977K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
2.34K
+ 18.59%
$98.1K - $112K
14.9K $347K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.3K
+ 54.99%
$96.5K - $110K
6.49K $151K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.3K
+ 7.55%
$96.3K - $110K
32.7K $760K
Feb 13, 2023 Q4 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
2.27K
+ 3.02%
$95.2K - $109K
77.4K $1.8M
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

BUY
 -
2.25K
+ 3.6%
$94.4K - $108K
64.8K $1.51M
Feb 07, 2023 Q4 2022
Biltmore Family Office, LLC

BUY
 -
2.25K
New
$94.4K - $108K
2.25K $52.3K
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
2.24K
+ 10.23%
$94.1K - $107K
24.2K $563K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
2.23K
+ 13.14%
$93.5K - $107K
19.2K $446K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
2.18K
+ 1.15%
$91.2K - $104K
191K $4.44M
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.16K
+ 4.59%
$90.6K - $103K
49.2K $1.14M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.15K
+ 2.55%
$90K - $103K
86.2K $2.01M
Feb 15, 2023 Q4 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
2.14K
+ 0.43%
$89.9K - $102K
497K $11.6M
Jan 27, 2023 Q4 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
2.04K
+ 29.64%
$85.4K - $97.3K
8.91K $207K
Jan 25, 2023 Q4 2022
Planned Solutions, Inc.

BUY
 -
2.03K
+ 8.81%
$85.1K - $97.1K
25.1K $583K
Jan 27, 2023 Q4 2022
Mc Adam, LLC

BUY
 -
2.02K
New
$84.8K - $96.7K
2.02K $47.1K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.9K
+ 26.32%
$79.5K - $90.6K
9.1K $212K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
1.86K
New
$78.1K - $89K
1.86K $43.3K
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.84K
+ 2.11%
$77.3K - $88.1K
89.3K $2.08M
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

BUY
 -
1.83K
+ 1.97%
$76.6K - $87.3K
94.7K $2.2M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.77K
+ 13.59%
$74.1K - $84.5K
14.8K $344K

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