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 14, 2023 Q4 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
1.76K
+ 5.77%
$73.8K - $84.1K
32.3K $714K
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
1.74K
+ 20.74%
$72.8K - $83K
10.1K $223K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
1.72K
+ 1.1%
$72.1K - $82.2K
158K $3.49M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
1.71K
+ 1.86%
$71.8K - $81.8K
93.6K $2.07M
Feb 06, 2023 Q4 2022
Ami Investment Management Inc

Kendallville, IN
BUY
 -
1.63K
+ 2.7%
$68.5K - $78.1K
62.1K $1.37M
Feb 14, 2023 Q4 2022
Ironwood Financial, LLC

BUY
 -
1.63K
+ 21.51%
$68.3K - $77.9K
9.2K $203K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.55K
New
$65.1K - $74.2K
1.55K $34.3K
Jan 17, 2023 Q4 2022
Compass Ion Advisors, LLC

BUY
 -
1.55K
+ 2.71%
$64.8K - $73.9K
58.5K $1.29M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
1.5K
+ 3.22%
$62.9K - $71.7K
48K $1.06M
Jan 20, 2023 Q4 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.49K
+ 2.7%
$62.6K - $71.3K
56.7K $1.25M
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.41K
+ 14.28%
$59.3K - $67.6K
11.3K $250K
Feb 14, 2023 Q4 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
1.41K
New
$59.1K - $67.4K
1.41K $31.2K
Jan 13, 2023 Q4 2022
Joule Financial, LLC

BUY
 -
1.39K
+ 5.22%
$58.2K - $66.3K
28K $618K
Jan 27, 2023 Q4 2022
Tru Wealth Advisors, LLC

BUY
 -
1.35K
+ 1.14%
$56.5K - $64.4K
120K $2.65M
Feb 10, 2023 Q4 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.34K
+ 17.82%
$56.3K - $64.2K
8.88K $196K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.31K
+ 17.24%
$54.9K - $62.5K
8.89K $197K
Feb 13, 2023 Q4 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
1.3K
+ 0.13%
$54.6K - $62.2K
1.03M $22.7M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.29K
+ 12.09%
$54.3K - $61.9K
12K $265K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
1.27K
+ 0.67%
$53.3K - $60.8K
192K $4.25M
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.27K
+ 1.62%
$53.1K - $60.6K
79.6K $1.76M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1.26K
+ 296.7%
$52.8K - $60.1K
1.68K $37.2K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.25K
+ 0.17%
$52.6K - $59.9K
755K $16.7M
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
1.25K
+ 6.19%
$52.4K - $59.8K
21.4K $474K
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

BUY
 -
1.25K
+ 16.54%
$52.2K - $59.5K
8.77K $194K
Feb 12, 2024 Q4 2022
Ashford Advisors, LLC

BUY
 -
1.23K
+ 0.46%
$51.6K - $58.8K
271K $5.98M
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.22K
New
$51.3K - $58.5K
1.22K $27.1K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.19K
+ 1.82%
$50K - $57K
66.7K $1.47M
Feb 10, 2023 Q4 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
1.19K
+ 4.0%
$49.9K - $56.9K
30.9K $684K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.19K
+ 2.64%
$49.7K - $56.7K
46.1K $1.02M
Feb 09, 2023 Q4 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.17K
+ 1.53%
$49.2K - $56.1K
77.9K $1.72M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.17K
+ 3.5%
$49.2K - $56K
34.7K $766K
Feb 13, 2023 Q4 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.05K
+ 3.59%
$44.1K - $50.2K
30.3K $670K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
1.05K
+ 0.8%
$44K - $50.2K
132K $2.91M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
986
+ 2.1%
$41.4K - $47.1K
47.9K $1.06M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
959
+ 3.32%
$40.2K - $45.8K
29.8K $659K
Feb 08, 2023 Q4 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
955
+ 0.27%
$40.1K - $45.7K
360K $7.96M
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
943
+ 16.04%
$39.5K - $45.1K
6.82K $151K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
928
+ 1.06%
$38.9K - $44.4K
88.2K $1.95M
Feb 03, 2023 Q4 2022
White Pine Investment CO

BUY
 -
913
+ 3.19%
$38.3K - $43.7K
29.5K $653K
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
904
+ 216.27%
$37.9K - $43.2K
1.32K $29.2K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
880
+ 463.16%
$36.9K - $42.1K
1.07K $23.7K
Jan 30, 2023 Q4 2022
Advisory Alpha, LLC

BUY
 -
850
+ 2.46%
$35.6K - $40.6K
35.4K $783K
Jan 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
839
New
$35.2K - $40.1K
839 $18.6K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
804
New
$33.7K - $38.4K
804 $17.8K
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
800
New
$33.6K - $38.2K
800 $17.7K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
792
New
$33.2K - $37.9K
792 $17.5K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
731
+ 35.23%
$30.7K - $34.9K
2.81K $62K
Feb 01, 2023 Q4 2022
Hallmark Capital Management Inc

BUY
 -
730
New
$30.6K - $34.9K
730 $16.1K
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
726
+ 1.16%
$30.4K - $34.7K
63.5K $1.41M

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB