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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-220- 0.81% |
$9.78K - $10.8K
|
26.8K
$593K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-230- 0.52% |
$10.2K - $11.3K
|
44K
$972K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-238- 0.31% |
$10.6K - $11.7K
|
77.3K
$1.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-245- 0.46% |
$10.9K - $12.1K
|
52.5K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-253- 0.45% |
$11.3K - $12.5K
|
56K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-259- 0.71% |
$11.5K - $12.8K
|
36.3K
$803K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-261- 2.59% |
$11.6K - $12.8K
|
9.81K
$217K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-266- 2.02% |
$11.8K - $13.1K
|
12.9K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-277- 2.35% |
$12.3K - $13.6K
|
11.5K
$255K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-289- 0.64% |
$12.9K - $14.2K
|
44.5K
$984K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-294- 2.99% |
$13.1K - $14.5K
|
9.55K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-297- 58.46% |
$13.2K - $14.6K
|
211
$4.67K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-298- 5.71% |
$13.3K - $14.7K
|
4.92K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-304- 0.69% |
$13.5K - $15K
|
43.7K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-312- 3.45% |
$13.9K - $15.4K
|
8.74K
$193K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-318- 1.41% |
$14.1K - $15.7K
|
22.2K
$491K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-321- 3.02% |
$14.3K - $15.8K
|
10.3K
$228K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-324- 1.29% |
$14.4K - $16K
|
24.8K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-324- 0.7% |
$14.4K - $16K
|
45.8K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-325- 2.26% |
$14.5K - $16K
|
14K
$310K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-336- 0.21% |
$14.9K - $16.5K
|
163K
$3.61M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-341- 0.39% |
$15.2K - $16.8K
|
87.3K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-344- 8.26% |
$15.3K - $16.9K
|
3.82K
$84.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-347- 1.0% |
$15.4K - $17.1K
|
34.3K
$759K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-351- 0.74% |
$15.6K - $17.3K
|
47.3K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-353- 2.87% |
$15.7K - $17.4K
|
11.9K
$264K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-360- 1.44% |
$16K - $17.7K
|
24.7K
$545K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-361- 1.85% |
$16.1K - $17.8K
|
19.1K
$422K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-364- 6.37% |
$16.2K - $17.9K
|
5.35K
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-364- 1.22% |
$16.2K - $17.9K
|
29.5K
$651K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-364- 1.34% |
$16.2K - $17.9K
|
26.8K
$592K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-371- 0.47% |
$16.5K - $18.3K
|
77.7K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-383- 1.89% |
$17K - $18.9K
|
19.9K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-395- 1.7% |
$17.6K - $19.4K
|
22.8K
$504K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 5.55% |
$17.8K - $19.7K
|
6.81K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-407- 1.0% |
$18.1K - $20K
|
40.2K
$889K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-410- 1.63% |
$18.2K - $20.2K
|
24.8K
$548K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-412- 0.05% |
$18.3K - $20.3K
|
879K
$19.4M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-425- 8.05% |
$18.9K - $20.9K
|
4.85K
$107K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-425- 0.84% |
$18.9K - $20.9K
|
50.3K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-430- 0.01% |
$19.1K - $21.2K
|
3.92M
$86.7M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-432- 17.65% |
$19.2K - $21.3K
|
2.02K
$44.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-433- 2.41% |
$19.3K - $21.3K
|
17.5K
$387K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-436- 7.16% |
$19.4K - $21.5K
|
5.65K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-438- 2.68% |
$19.5K - $21.6K
|
15.9K
$352K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-442- 1.2% |
$19.7K - $21.8K
|
36.5K
$807K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-443- 4.85% |
$19.7K - $21.8K
|
8.7K
$192K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-450- 2.48% |
$20K - $22.2K
|
17.7K
$392K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-450- 3.78% |
$20K - $22.2K
|
11.5K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-467- 0.46% |
$20.8K - $23K
|
101K
$2.24M
|