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 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
100+ 0.41% |
$4.2K - $5.06K
|
24.8K
$541K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.2K - $5.06K
|
100
$2.18K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
95+ 0.03% |
$3.99K - $4.81K
|
277K
$6.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.03% |
$3.65K - $4.4K
|
8.52K
$186K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85+ 0.06% |
$3.57K - $4.3K
|
153K
$3.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
84New |
$3.53K - $4.25K
|
84
$1.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
84+ 0.46% |
$3.53K - $4.25K
|
18.4K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
81+ 1.05% |
$3.4K - $4.1K
|
7.8K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
81+ 0.45% |
$3.4K - $4.1K
|
18.2K
$397K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
80+ 6.15% |
$3.36K - $4.05K
|
1.38K
$30.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
79+ 0.37% |
$3.32K - $4K
|
21.3K
$465K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
76+ 1.45% |
$3.19K - $3.85K
|
5.32K
$116K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
75+ 0.07% |
$3.15K - $3.8K
|
115K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
69+ 0.79% |
$2.9K - $3.49K
|
8.81K
$192K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
68+ 10.86% |
$2.86K - $3.44K
|
694
$15.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
66+ 0.44% |
$2.77K - $3.34K
|
15.2K
$332K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
60+ 0.43% |
$2.52K - $3.04K
|
14K
$305K
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
58+ 0.44% |
$2.44K - $2.94K
|
13.4K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
57+ 0.43% |
$2.39K - $2.89K
|
13.3K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
53+ 0.87% |
$2.23K - $2.68K
|
6.15K
$134K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
51+ 0.83% |
$2.14K - $2.58K
|
6.23K
$136K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
47+ 0.29% |
$1.97K - $2.38K
|
16.1K
$351K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
44+ 0.36% |
$1.85K - $2.23K
|
12.1K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44+ 0.22% |
$1.85K - $2.23K
|
19.8K
$433K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
38+ 0.24% |
$1.6K - $1.92K
|
16.1K
$352K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 23.46% |
$1.6K - $1.92K
|
200
$4.37K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33+ 0.35% |
$1.39K - $1.67K
|
9.58K
$209K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
28+ 0.32% |
$1.18K - $1.42K
|
8.92K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 2.66% |
$1.05K - $1.27K
|
964
$21K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
25+ 0.18% |
$1.05K - $1.27K
|
13.9K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24+ 0.22% |
$1.01K - $1.22K
|
11.2K
$244K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$966 - $1.16K
|
5.49K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.28% |
$966 - $1.16K
|
8.13K
$178K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22+ 61.11% |
$924 - $1.11K
|
58
$1.27K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
22+ 0.26% |
$924 - $1.11K
|
8.44K
$184K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
21+ 0.43% |
$882 - $1.06K
|
4.9K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.36% |
$882 - $1.06K
|
5.81K
$127K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20+ 4.99% |
$840 - $1.01K
|
421
$9.19K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.35% |
$798 - $962
|
5.43K
$118K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18New |
$756 - $911
|
18
$393
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18+ 0.44% |
$756 - $911
|
4.15K
$90.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17+ 0.15% |
$714 - $861
|
11.3K
$247K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.27% |
$714 - $861
|
6.34K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.41% |
$672 - $810
|
3.96K
$86.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
14+ 0.4% |
$588 - $709
|
3.56K
$77.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.17% |
$504 - $608
|
7.08K
$154K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.05% |
$420 - $506
|
21.9K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10+ 0.03% |
$420 - $506
|
34K
$742K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
10+ 0.07% |
$420 - $506
|
14.3K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.16% |
$378 - $456
|
5.66K
$124K
|