Purchases and Sales Made in Q1 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 Q1 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
May 10, 2022 Q1 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
1.07K
+ 100.85%
$52.5K - $60.7K
2.13K $49.5K
Apr 28, 2022 Q1 2022
Legacy Bridge, LLC

BUY
 -
1.03K
+ 100.0%
$50.4K - $58.3K
2.05K $47.7K
Aug 06, 2024 Q1 2022
Hantz Financial Services, Inc.

BUY
 -
996
+ 14228.57%
$49K - $56.6K
1K $23.3K
May 12, 2022 Q1 2022
Hm Payson & CO

Portland, ME
BUY
 -
970
+ 99.9%
$47.7K - $55.1K
1.94K $45.1K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
929
+ 82.58%
$45.7K - $52.8K
2.05K $47.8K
May 10, 2022 Q1 2022
Horan Securities, Inc.

BUY
 -
920
+ 100.0%
$45.2K - $52.3K
1.84K $42.8K
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
888
+ 15.53%
$43.6K - $50.5K
6.61K $154K
May 12, 2022 Q1 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
880
+ 100.0%
$43.3K - $50K
1.76K $40.9K
May 04, 2022 Q1 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
795
+ 192.49%
$39.1K - $45.2K
1.21K $28.1K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
775
+ 70.78%
$38.1K - $44.1K
1.87K $43.5K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
757
+ 100.0%
$37.2K - $43K
1.51K $35.2K
May 11, 2022 Q1 2022
Mc Ilrath & Eck, LLC

BUY
 -
753
+ 100.0%
$37K - $42.8K
1.51K $35K
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
723
New
$35.5K - $41.1K
723 $16.8K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
720
+ 100.0%
$35.4K - $40.9K
1.44K $33.5K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
683
+ 210.8%
$33.6K - $38.8K
1.01K $23.4K
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
658
+ 98.65%
$32.3K - $37.4K
1.33K $30.8K
Apr 29, 2022 Q1 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
643
+ 18.68%
$31.6K - $36.6K
4.09K $95K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
604
New
$29.7K - $34.3K
604 $14K
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

BUY
 -
600
+ 120.0%
$29.5K - $34.1K
1.1K $25.6K
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
600
+ 100.0%
$29.5K - $34.1K
1.2K $27.9K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

BUY
 -
598
+ 100.0%
$29.4K - $34K
1.2K $27.8K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
595
+ 100.34%
$29.2K - $33.8K
1.19K $27.6K
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
584
+ 99.83%
$28.7K - $33.2K
1.17K $27.2K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
580
New
$28.5K - $33K
580 $13.5K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
578
New
$28.4K - $32.9K
578 $13.4K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
576
+ 100.17%
$28.3K - $32.7K
1.15K $26.8K
Apr 25, 2022 Q1 2022
First Premier Bank

BUY
 -
549
+ 60.8%
$27K - $31.2K
1.45K $33.8K
May 13, 2022 Q1 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
540
+ 100.0%
$26.5K - $30.7K
1.08K $25.1K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
512
+ 100.0%
$25.2K - $29.1K
1.02K $23.8K
May 16, 2022 Q1 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
511
+ 124.94%
$25.1K - $29.1K
920 $21.4K
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
500
+ 100.0%
$24.6K - $28.4K
1K $23.3K
May 04, 2022 Q1 2022
Tfc Financial Management

BUY
 -
499
+ 182.78%
$24.5K - $28.4K
772 $18K
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
455
+ 100.0%
$22.4K - $25.9K
910 $21.2K
May 05, 2022 Q1 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
452
+ 73.86%
$22.2K - $25.7K
1.06K $24.7K
May 02, 2022 Q1 2022
Hoertkorn Richard Charles

BUY
 -
450
+ 100.0%
$22.1K - $25.6K
900 $20.9K
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
439
+ 16.36%
$21.6K - $25K
3.12K $72.6K
Jun 06, 2023 Q1 2022
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
437
+ 10.38%
$21.5K - $24.8K
4.65K $108K
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
437
+ 70.83%
$21.5K - $24.8K
1.05K $24.5K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
433
+ 126.61%
$21.3K - $24.6K
775 $18K
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

BUY
 -
412
New
$20.2K - $23.4K
412 $9.58K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
400
New
$19.7K - $22.7K
400 $9.3K
Apr 12, 2022 Q1 2022
Pacifica Partners Inc.

BUY
 -
400
New
$19.7K - $22.7K
400 $9.3K
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
356
+ 100.28%
$17.5K - $20.2K
711 $16.5K
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
354
+ 100.0%
$17.4K - $20.1K
708 $16.5K
May 13, 2022 Q1 2022
Tower View Investment Management & Research LLC

BUY
 -
344
+ 100.58%
$16.9K - $19.6K
686 $16K
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
333
+ 365.93%
$16.4K - $18.9K
424 $9.86K
Apr 21, 2022 Q1 2022
Provident Wealth Management, LLC

BUY
 -
325
New
$16K - $18.5K
325 $7.56K
May 02, 2022 Q1 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
318
+ 103.25%
$15.6K - $18.1K
626 $14.6K
Apr 18, 2022 Q1 2022
Northwest Investment Counselors, LLC

BUY
 -
315
+ 99.68%
$15.5K - $17.9K
631 $14.7K

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