Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
976K+ 4205.08% |
$43.4M - $48.1M
|
1M
$23.3M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
672KNew |
$29.9M - $33.1M
|
672K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
572KNew |
$25.4M - $28.1M
|
572K
$13.3M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
518KNew |
$23.1M - $25.5M
|
518K
$12.1M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
252K+ 75.6% |
$11.2M - $12.4M
|
584K
$13.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
197K+ 148.28% |
$8.76M - $9.69M
|
330K
$7.67M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
194KNew |
$8.64M - $9.57M
|
194K
$4.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
192K+ 8.6% |
$8.54M - $9.45M
|
2.42M
$56.4M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
189K+ 160.6% |
$8.4M - $9.3M
|
307K
$7.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
157K+ 21.23% |
$6.97M - $7.72M
|
895K
$20.8M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
130K+ 271252.09% |
$5.79M - $6.41M
|
130K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130K+ 298.8% |
$5.77M - $6.39M
|
173K
$4.03M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
122K+ 90.4% |
$5.45M - $6.03M
|
258K
$6M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
121K+ 54079.91% |
$5.39M - $5.96M
|
121K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
111K+ 198.68% |
$4.93M - $5.46M
|
167K
$3.88M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
111K+ 198.68% |
$4.93M - $5.46M
|
167K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
103K+ 14.82% |
$4.56M - $5.05M
|
795K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
99.8KNew |
$4.44M - $4.91M
|
99.8K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
96KNew |
$4.27M - $4.72M
|
96K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
91.8K+ 2204.78% |
$4.08M - $4.52M
|
96K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.5K+ 261537.14% |
$4.07M - $4.51M
|
91.6K
$2.13M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
83.9KNew |
$3.73M - $4.13M
|
83.9K
$1.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
82.6K+ 5.98% |
$3.67M - $4.07M
|
1.46M
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74.5K+ 7.1% |
$3.31M - $3.67M
|
1.12M
$26.2M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
74.1K+ 16.33% |
$3.3M - $3.65M
|
528K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
69.5K+ 3.24% |
$3.09M - $3.42M
|
2.22M
$51.6M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
69.4KNew |
$3.09M - $3.42M
|
69.4K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64.5K+ 20.27% |
$2.87M - $3.18M
|
383K
$8.9M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64K+ 20.4% |
$2.85M - $3.15M
|
378K
$8.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.6K+ 93.89% |
$2.78M - $3.08M
|
129K
$3.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
61.3K+ 2.59% |
$2.73M - $3.02M
|
2.43M
$56.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
58.7KNew |
$2.61M - $2.89M
|
58.7K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53.7K+ 19610.58% |
$2.39M - $2.65M
|
54K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.4K+ 73.98% |
$2.29M - $2.53M
|
121K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
51.1K+ 47.68% |
$2.27M - $2.52M
|
158K
$3.68M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
48.6K+ 2.34% |
$2.16M - $2.39M
|
2.13M
$49.5M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
47.5K+ 77.26% |
$2.11M - $2.34M
|
109K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 5.9% |
$1.98M - $2.19M
|
799K
$18.6M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
43.9K+ 4.13% |
$1.95M - $2.16M
|
1.11M
$25.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.3K+ 23.95% |
$1.83M - $2.03M
|
214K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41.1K+ 1.93% |
$1.83M - $2.02M
|
2.18M
$50.6M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38.1K+ 1.79% |
$1.69M - $1.88M
|
2.17M
$50.5M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
35.2K+ 1.19% |
$1.56M - $1.73M
|
2.98M
$69.4M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
35K+ 2.26% |
$1.56M - $1.72M
|
1.58M
$36.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
34.2K+ 1.58% |
$1.52M - $1.68M
|
2.2M
$51.1M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33.3K+ 40.46% |
$1.48M - $1.64M
|
115K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.4K+ 419.41% |
$1.44M - $1.6M
|
40.2K
$934K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
32.4K+ 6.55% |
$1.44M - $1.6M
|
528K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
31.6K+ 5099.52% |
$1.41M - $1.56M
|
32.2K
$750K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.5K+ 102.02% |
$1.4M - $1.55M
|
62.4K
$1.45M
|