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 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-946- 1.22% |
$42.1K - $46.6K
|
76.4K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-955- 7.41% |
$42.5K - $47K
|
11.9K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-964- 2.56% |
$42.9K - $47.5K
|
36.7K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-988- 4.4% |
$43.9K - $48.6K
|
21.5K
$499K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1K- 5.1% |
$44.5K - $49.2K
|
18.6K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 2.64% |
$46K - $50.9K
|
38.2K
$888K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 18.52% |
$46.7K - $51.7K
|
4.62K
$107K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.11K- 2.26% |
$49.2K - $54.5K
|
47.9K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.13K- 2.51% |
$50.4K - $55.8K
|
44K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.16K- 5.36% |
$51.5K - $57K
|
20.4K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.19K- 1.77% |
$53.1K - $58.8K
|
66.2K
$1.54M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.2K- 2.29% |
$53.2K - $58.9K
|
51K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 9.79% |
$53.2K - $58.9K
|
11K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.23K- 11.12% |
$54.6K - $60.4K
|
9.8K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 3.69% |
$55.5K - $61.4K
|
32.5K
$757K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.27K- 4.53% |
$56.3K - $62.3K
|
26.7K
$621K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.27K- 1.13% |
$56.5K - $62.6K
|
112K
$2.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.3K- 2.0% |
$57.7K - $63.9K
|
63.5K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.34K- 16.03% |
$59.7K - $66.1K
|
7.03K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.4K- 5.44% |
$62.2K - $68.9K
|
24.3K
$566K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.4K- 0.96% |
$62.3K - $69K
|
144K
$3.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 6.02% |
$64.9K - $71.9K
|
22.8K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.72% |
$65.7K - $72.7K
|
84.3K
$1.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.48K- 4.26% |
$65.9K - $73K
|
33.4K
$776K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.48K- 25.11% |
$66K - $73.1K
|
4.43K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.57K- 1.84% |
$69.6K - $77.1K
|
83.5K
$1.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.58K- 2.97% |
$70K - $77.5K
|
51.5K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.63K- 6.28% |
$72.6K - $80.3K
|
24.4K
$566K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.67K- 14.37% |
$74.3K - $82.3K
|
9.96K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 18.93% |
$75K - $83K
|
7.22K
$168K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-1.7K- 12.78% |
$75.6K - $83.7K
|
11.6K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.71K- 7.6% |
$76.1K - $84.3K
|
20.8K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.72K- 1.09% |
$76.4K - $84.6K
|
156K
$3.64M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.72K- 15.09% |
$76.6K - $84.8K
|
9.69K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.75K- 3.65% |
$77.8K - $86.1K
|
46.1K
$1.07M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.81K- 3.0% |
$80.3K - $88.9K
|
58.3K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.81K- 11.81% |
$80.6K - $89.3K
|
13.5K
$315K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.83K- 9.79% |
$81.2K - $89.9K
|
16.8K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 20.65% |
$83.5K - $92.5K
|
7.22K
$168K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.89K- 8.3% |
$83.9K - $92.8K
|
20.8K
$484K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.94K- 0.55% |
$86.3K - $95.5K
|
348K
$8.1M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-2.01K- 2.33% |
$89.5K - $99.1K
|
84.5K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.05K- 23.07% |
$91.3K - $101K
|
6.84K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.06K- 18.36% |
$91.7K - $102K
|
9.17K
$213K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.08K- 1.01% |
$92.5K - $102K
|
203K
$4.72M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.11K- 2.22% |
$93.6K - $104K
|
92.6K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.13K- 11.57% |
$94.9K - $105K
|
16.3K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.19K- 1.53% |
$97.4K - $108K
|
141K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.21K- 4.78% |
$98.2K - $109K
|
44K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.23K- 2.66% |
$98.9K - $110K
|
81.5K
$1.89M
|