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 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-475- 10.1% |
$21.1K - $23.4K
|
4.23K
$93.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-479- 2.19% |
$21.3K - $23.6K
|
21.4K
$473K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-480- 59.7% |
$21.3K - $23.6K
|
324
$7.16K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-490- 0.18% |
$21.8K - $24.1K
|
275K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-508- 4.68% |
$22.6K - $25K
|
10.3K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-512- 4.09% |
$22.8K - $25.2K
|
12K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-519- 8.7% |
$23.1K - $25.6K
|
5.45K
$120K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-530- 0.92% |
$23.6K - $26.1K
|
57.4K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-539- 6.45% |
$24K - $26.5K
|
7.82K
$173K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-566- 5.6% |
$25.2K - $27.9K
|
9.54K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-567- 2.74% |
$25.2K - $27.9K
|
20.1K
$444K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-581- 1.78% |
$25.8K - $28.6K
|
32.1K
$710K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-587- 1.41% |
$26.1K - $28.9K
|
41K
$907K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-588- 0.87% |
$26.1K - $28.9K
|
67.2K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-589- 12.24% |
$26.2K - $29K
|
4.22K
$93.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-597- 2.18% |
$26.5K - $29.4K
|
26.8K
$592K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-598- 11.54% |
$26.6K - $29.4K
|
4.59K
$101K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-600- 1.02% |
$26.7K - $29.5K
|
58.1K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-624- 8.97% |
$27.7K - $30.7K
|
6.33K
$140K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-651- 8.75% |
$28.9K - $32K
|
6.79K
$150K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-672- 3.1% |
$29.9K - $33.1K
|
21K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-678- 36.26% |
$30.2K - $33.4K
|
1.19K
$26.4K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-686- 2.09% |
$30.5K - $33.8K
|
32.1K
$710K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-689- 0.75% |
$30.6K - $33.9K
|
90.8K
$2.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-700- 63.64% |
$31.1K - $34.5K
|
400
$8.84K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-701- 1.05% |
$31.2K - $34.5K
|
66.3K
$1.46M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-705- 8.02% |
$31.4K - $34.7K
|
8.09K
$179K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-767- 1.51% |
$34.1K - $37.8K
|
50K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-768- 1.91% |
$34.2K - $37.8K
|
39.4K
$871K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-768- 13.19% |
$34.2K - $37.8K
|
5.06K
$112K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-793- 3.29% |
$35.3K - $39K
|
23.3K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-796- 0.14% |
$35.4K - $39.2K
|
575K
$12.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-817- 0.23% |
$36.3K - $40.2K
|
347K
$7.68M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-819- 1.28% |
$36.4K - $40.3K
|
63.2K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-821- 9.97% |
$36.5K - $40.4K
|
7.42K
$164K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-822- 1.45% |
$36.6K - $40.5K
|
55.9K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-838- 10.47% |
$37.3K - $41.3K
|
7.17K
$158K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-838- 15.47% |
$37.3K - $41.3K
|
4.58K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-839- 1.1% |
$37.3K - $41.3K
|
75.7K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-839- 0.76% |
$37.3K - $41.3K
|
110K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-840- 11.91% |
$37.4K - $41.4K
|
6.21K
$137K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-859- 1.03% |
$38.2K - $42.3K
|
82.7K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-894- 1.86% |
$39.8K - $44K
|
47.1K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-897- 4.48% |
$39.9K - $44.2K
|
19.1K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-904- 68.38% |
$40.2K - $44.5K
|
418
$9.24K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-909- 12.36% |
$40.4K - $44.8K
|
6.45K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-928- 55.17% |
$41.3K - $45.7K
|
754
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-929- 1.17% |
$41.3K - $45.7K
|
78.7K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-946- 1.22% |
$42.1K - $46.6K
|
76.4K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-955- 7.41% |
$42.5K - $47K
|
11.9K
$264K
|