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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.33K+ 1.16% |
$140K - $168K
|
291K
$6.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.28K+ 26.97% |
$138K - $166K
|
15.5K
$356K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.24K+ 3.86% |
$136K - $164K
|
87.2K
$2.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.21K+ 66.02% |
$135K - $163K
|
8.07K
$186K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.17K+ 2.54% |
$133K - $161K
|
128K
$2.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
3.06K+ 26.25% |
$129K - $155K
|
14.7K
$339K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.04K+ 0.84% |
$128K - $154K
|
364K
$8.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 63.83% |
$124K - $149K
|
7.56K
$174K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.92K+ 43.53% |
$123K - $148K
|
9.62K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.81K+ 6.16% |
$118K - $142K
|
48.4K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.74K+ 19.9% |
$115K - $139K
|
16.5K
$380K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.71K+ 12.47% |
$114K - $137K
|
24.4K
$563K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64K+ 1.91% |
$111K - $134K
|
141K
$3.25M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.34KNew |
$98.4K - $119K
|
2.34K
$54K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.16K+ 2.84% |
$90.7K - $109K
|
78.3K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.13K+ 1.61% |
$89.5K - $108K
|
134K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.11K+ 5.7% |
$88.5K - $107K
|
39.1K
$900K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.07K+ 7.91% |
$86.8K - $105K
|
28.2K
$649K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 2.88% |
$85.9K - $104K
|
73K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.01K+ 1.56% |
$84.4K - $102K
|
131K
$3.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2KNew |
$84.1K - $101K
|
2K
$46.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$83.2K - $100K
|
1.98K
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 15.76% |
$80.6K - $97.2K
|
14.1K
$324K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.91K+ 12.84% |
$80K - $96.5K
|
16.8K
$386K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.91K+ 20.12% |
$80K - $96.5K
|
11.4K
$262K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.9K+ 3.14% |
$79.8K - $96.2K
|
62.4K
$1.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 3.42% |
$77.5K - $93.4K
|
55.8K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.83K+ 5.52% |
$76.6K - $92.4K
|
34.9K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.81K+ 2.36% |
$76.1K - $91.8K
|
78.7K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.81K+ 0.93% |
$76K - $91.6K
|
196K
$4.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.76K+ 3.2% |
$73.9K - $89.2K
|
56.8K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.75K+ 540.43% |
$73.5K - $88.7K
|
2.08K
$47.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.75K+ 1.1% |
$73.4K - $88.5K
|
161K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7K+ 2.55% |
$71.2K - $85.8K
|
68.2K
$1.57M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.69K+ 3.06% |
$71K - $85.7K
|
57.1K
$1.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.68K+ 1.87% |
$70.7K - $85.2K
|
91.9K
$2.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.64K+ 1.65% |
$69K - $83.2K
|
101K
$2.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.61K+ 1.79% |
$67.7K - $81.7K
|
91.8K
$2.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.59K+ 1.65% |
$66.6K - $80.3K
|
97.7K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 0.46% |
$65.2K - $78.6K
|
337K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 1.83% |
$64K - $77.2K
|
84.8K
$1.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$63.2K - $76.2K
|
1.51K
$34.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
1.48K+ 0.76% |
$62K - $74.8K
|
196K
$4.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 3.13% |
$59.2K - $71.4K
|
46.5K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.27K+ 46.46% |
$53.2K - $64.1K
|
3.99K
$91.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.26K+ 2.42% |
$52.8K - $63.6K
|
53.2K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.25K+ 2.38% |
$52.5K - $63.3K
|
53.8K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 7.72% |
$51.1K - $61.6K
|
17K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.2K+ 22.64% |
$50.5K - $60.9K
|
6.51K
$150K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
1.2K+ 6.68% |
$50.3K - $60.6K
|
19.1K
$440K
|