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 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$667 - $738
|
18.8K
$438K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-17- 0.05% |
$756 - $837
|
32.3K
$751K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.08% |
$756 - $837
|
22.3K
$519K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-17- 0.15% |
$756 - $837
|
11.5K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-18- 0.05% |
$800 - $886
|
36.5K
$849K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 5.78% |
$845 - $935
|
310
$7.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-22- 0.37% |
$978 - $1.08K
|
5.95K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24- 0.16% |
$1.07K - $1.18K
|
14.7K
$343K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24- 0.6% |
$1.07K - $1.18K
|
4K
$93K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-25- 0.01% |
$1.11K - $1.23K
|
419K
$9.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-28- 0.3% |
$1.25K - $1.38K
|
9.17K
$213K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.6% |
$1.25K - $1.38K
|
4.61K
$107K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-30- 0.37% |
$1.33K - $1.48K
|
8.06K
$187K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-34- 2.26% |
$1.51K - $1.67K
|
1.47K
$34.2K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 0.88% |
$1.56K - $1.72K
|
3.94K
$91.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 15.25% |
$1.6K - $1.77K
|
200
$4.65K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-40- 2.56% |
$1.78K - $1.97K
|
1.52K
$35.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-42- 0.08% |
$1.87K - $2.07K
|
50.4K
$1.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-42- 0.27% |
$1.87K - $2.07K
|
15.4K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-48- 4.49% |
$2.13K - $2.36K
|
1.02K
$23.8K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-54- 0.63% |
$2.4K - $2.66K
|
8.53K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-58- 0.1% |
$2.58K - $2.86K
|
59.5K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-62- 0.71% |
$2.76K - $3.05K
|
8.71K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-62- 0.26% |
$2.76K - $3.05K
|
24.2K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-62- 0.29% |
$2.76K - $3.05K
|
21.3K
$496K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-63- 7.51% |
$2.8K - $3.1K
|
776
$18K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-63- 0.34% |
$2.8K - $3.1K
|
18.5K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-81- 0.23% |
$3.6K - $3.99K
|
35.4K
$823K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 0.17% |
$3.65K - $4.04K
|
49.3K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-84- 0.35% |
$3.74K - $4.14K
|
23.9K
$557K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-86- 0.48% |
$3.82K - $4.23K
|
17.7K
$412K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-88- 1.61% |
$3.91K - $4.33K
|
5.37K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-99- 0.63% |
$4.4K - $4.87K
|
15.7K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-116- 65.91% |
$5.16K - $5.71K
|
60
$1.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-120- 17.14% |
$5.34K - $5.91K
|
580
$13.5K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-130- 0.21% |
$5.78K - $6.4K
|
62.8K
$1.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-140- 0.65% |
$6.23K - $6.89K
|
21.3K
$495K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-150- 75.0% |
$6.67K - $7.38K
|
50
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-154- 0.79% |
$6.85K - $7.58K
|
19.4K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-160- 2.28% |
$7.12K - $7.88K
|
6.84K
$159K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-160- 5.8% |
$7.12K - $7.88K
|
2.6K
$60.5K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-177- 2.74% |
$7.87K - $8.71K
|
6.28K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-185- 0.6% |
$8.23K - $9.11K
|
30.8K
$715K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-186- 0.34% |
$8.27K - $9.16K
|
53.9K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-188Closed |
$8.36K - $9.26K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-191- 6.0% |
$8.49K - $9.4K
|
2.99K
$69.6K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-196- 1.06% |
$8.72K - $9.65K
|
18.2K
$424K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-197- 1.88% |
$8.76K - $9.7K
|
10.3K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-200- 1.24% |
$8.89K - $9.85K
|
15.9K
$371K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-200- 3.72% |
$8.89K - $9.85K
|
5.18K
$120K
|