Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-231- 1.63% |
$9.92K - $12.5K
|
13.9K
$324K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-241- 3.26% |
$10.3K - $13K
|
7.15K
$166K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-256- 0.32% |
$11K - $13.8K
|
80.7K
$1.88M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-258- 0.32% |
$11.1K - $13.9K
|
80.3K
$1.87M
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-265- 3.35% |
$11.4K - $14.3K
|
7.66K
$178K
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-267- 0.92% |
$11.5K - $14.4K
|
28.9K
$672K
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-267- 1.52% |
$11.5K - $14.4K
|
17.3K
$403K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-267- 8.82% |
$11.5K - $14.4K
|
2.76K
$64.2K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-268Closed |
$11.5K - $14.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-269- 5.42% |
$11.5K - $14.5K
|
4.7K
$109K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-272- 0.32% |
$11.7K - $14.7K
|
84K
$1.95M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-282- 54.44% |
$12.1K - $15.2K
|
236
$5.49K
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-293- 0.48% |
$12.6K - $15.8K
|
61.2K
$1.42M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-297- 2.5% |
$12.8K - $16K
|
11.6K
$270K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-299- 0.07% |
$12.8K - $16.1K
|
419K
$9.75M
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-327- 1.32% |
$14K - $17.7K
|
24.5K
$570K
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-328- 1.7% |
$14.1K - $17.7K
|
19K
$441K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-332- 3.51% |
$14.3K - $17.9K
|
9.14K
$213K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-348- 0.73% |
$14.9K - $18.8K
|
47.3K
$1.1M
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-353- 1.28% |
$15.2K - $19.1K
|
27.3K
$634K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-374- 3.89% |
$16.1K - $20.2K
|
9.24K
$215K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-396- 0.63% |
$17K - $21.4K
|
62.7K
$1.46M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-400Closed |
$17.2K - $21.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-404- 1.99% |
$17.3K - $21.8K
|
19.9K
$462K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-408- 5.76% |
$17.5K - $22K
|
6.68K
$155K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-446- 6.7% |
$19.1K - $24.1K
|
6.21K
$144K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-452Closed |
$19.4K - $24.4K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-460- 4.6% |
$19.7K - $24.8K
|
9.54K
$222K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-471- 4.49% |
$20.2K - $25.4K
|
10K
$233K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-472- 1.94% |
$20.3K - $25.5K
|
23.9K
$555K
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-474- 5.86% |
$20.3K - $25.6K
|
7.61K
$177K
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-475- 3.79% |
$20.4K - $25.6K
|
12K
$280K
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-478- 0.88% |
$20.5K - $25.8K
|
53.9K
$1.25M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-482- 10.54% |
$20.7K - $26K
|
4.09K
$95.2K
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-483- 2.16% |
$20.7K - $26.1K
|
21.9K
$509K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-484- 2.02% |
$20.8K - $26.1K
|
23.5K
$546K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-498- 0.15% |
$21.4K - $26.9K
|
336K
$7.81M
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-503- 6.54% |
$21.6K - $27.2K
|
7.19K
$167K
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-508- 0.72% |
$21.8K - $27.4K
|
70K
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-522- 1.02% |
$22.4K - $28.2K
|
50.9K
$1.18M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-552- 1.95% |
$23.7K - $29.8K
|
27.7K
$644K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-563- 3.2% |
$24.2K - $30.4K
|
17K
$396K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-574- 0.78% |
$24.6K - $31K
|
72.7K
$1.69M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-574- 1.73% |
$24.6K - $31K
|
32.6K
$759K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-578- 2.89% |
$24.8K - $31.2K
|
19.4K
$451K
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-600- 2.95% |
$25.8K - $32.4K
|
19.8K
$459K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-638- 7.3% |
$27.4K - $34.4K
|
8.1K
$188K
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-649- 1.52% |
$27.9K - $35K
|
42K
$976K
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-662- 1.26% |
$28.4K - $35.7K
|
51.8K
$1.2M
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-694- 91.56% |
$29.8K - $37.5K
|
64
$1.49K
|