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 02, 2023 Q4 2022
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
235
+ 3.63%
$9.86K - $11.2K
6.71K $148K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
234
+ 0.22%
$9.81K - $11.2K
106K $2.35M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
229
+ 2.25%
$9.6K - $10.9K
10.4K $230K
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
224
+ 7.57%
$9.39K - $10.7K
3.18K $70.4K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
223
+ 0.9%
$9.35K - $10.7K
25.1K $555K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
219
+ 3.81%
$9.18K - $10.5K
5.97K $132K
Jan 27, 2023 Q4 2022
Sigma Investment Counselors Inc

BUY
 -
179
+ 0.53%
$7.51K - $8.56K
34.1K $755K
Jan 17, 2023 Q4 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
170
New
$7.13K - $8.13K
170 $3.76K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
165
New
$6.92K - $7.89K
165 $3.65K
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
161
+ 0.45%
$6.75K - $7.7K
36K $796K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
148
+ 0.46%
$6.21K - $7.08K
32.4K $717K
Feb 06, 2023 Q4 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
136
+ 123.64%
$5.7K - $6.5K
246 $5.44K
Jan 30, 2023 Q4 2022
Evolution Advisers, Inc.

BUY
 -
136
+ 161.9%
$5.7K - $6.5K
220 $4.86K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
134
New
$5.62K - $6.41K
134 $2.96K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

BUY
 -
133
+ 0.91%
$5.58K - $6.36K
14.8K $327K
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
126
+ 0.95%
$5.28K - $6.02K
13.4K $295K
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
125
+ 0.76%
$5.24K - $5.98K
16.6K $368K
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
120
+ 20.69%
$5.03K - $5.74K
700 $15.5K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
120
New
$5.03K - $5.74K
120 $2.65K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
119
+ 0.44%
$4.99K - $5.69K
27K $597K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
117
+ 2.27%
$4.91K - $5.59K
5.28K $117K
Feb 01, 2023 Q4 2022
Windsor Group LTD

BUY
 -
105
+ 0.51%
$4.4K - $5.02K
20.7K $457K
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
102
+ 0.15%
$4.28K - $4.88K
66.4K $1.47M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
95
+ 0.1%
$3.98K - $4.54K
93.7K $2.07M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
92
New
$3.86K - $4.4K
92 $2.03K
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
90
+ 1.74%
$3.77K - $4.3K
5.25K $116K
Feb 14, 2023 Q4 2022
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
90
+ 1.39%
$3.77K - $4.3K
6.56K $145K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
87
+ 0.61%
$3.65K - $4.16K
14.4K $318K
Feb 14, 2023 Q4 2022
Iron Financial, LLC

BUY
 -
82
+ 0.96%
$3.44K - $3.92K
8.6K $190K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
70
New
$2.94K - $3.35K
70 $1.55K
Feb 13, 2023 Q4 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
70
+ 0.46%
$2.94K - $3.35K
15.3K $338K
Feb 09, 2023 Q4 2022
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
69
+ 1.49%
$2.89K - $3.3K
4.69K $104K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
68
+ 33.01%
$2.85K - $3.25K
274 $6.06K
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
65
+ 17.11%
$2.73K - $3.11K
445 $9.84K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
65
+ 0.73%
$2.73K - $3.11K
8.94K $198K
Feb 14, 2023 Q4 2022
Smith Anglin Financial, LLC

BUY
 -
62
+ 0.44%
$2.6K - $2.96K
14K $311K
Jan 25, 2023 Q4 2022
Stone Asset Management Inc.

BUY
 -
61
+ 0.46%
$2.56K - $2.92K
13.4K $297K
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
61
+ 0.46%
$2.56K - $2.92K
13.3K $295K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
61
New
$2.56K - $2.92K
61 $1.35K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
60
+ 2.75%
$2.52K - $2.87K
2.24K $49.5K
Feb 14, 2023 Q4 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
57
+ 5.39%
$2.39K - $2.73K
1.11K $24.6K
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
55
+ 7.68%
$2.31K - $2.63K
771 $17K
Feb 13, 2023 Q4 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
53
+ 1.13%
$2.22K - $2.53K
4.75K $105K
Feb 14, 2023 Q4 2022
Crestwood Advisors Group LLC

BUY
 -
52
+ 0.28%
$2.18K - $2.49K
18.4K $407K
Jan 17, 2023 Q4 2022
Twelve Points Wealth Management LLC

BUY
 -
50
+ 0.26%
$2.1K - $2.39K
19.5K $430K
Feb 08, 2023 Q4 2022
Hudock, Inc.

BUY
 -
49
+ 0.4%
$2.06K - $2.34K
12.3K $271K
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
49
+ 1225.0%
$2.06K - $2.34K
53 $1.17K
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
42
+ 0.26%
$1.76K - $2.01K
16.2K $357K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
40
+ 2.63%
$1.68K - $1.91K
1.56K $34.5K

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