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 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.27K- 10.67% |
$101K - $112K
|
19K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 12.6% |
$102K - $112K
|
15.8K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.31K- 3.94% |
$103K - $114K
|
56.2K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.31K- 9.17% |
$103K - $114K
|
22.9K
$506K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 5.36% |
$106K - $117K
|
42K
$929K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-2.38K- 1.27% |
$106K - $117K
|
185K
$4.09M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.39K- 1.51% |
$106K - $118K
|
156K
$3.44M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.55K- 23.52% |
$114K - $126K
|
8.31K
$184K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.6K- 22.13% |
$116K - $128K
|
9.16K
$203K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.65K- 9.99% |
$118K - $131K
|
23.9K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.67K- 7.85% |
$119K - $132K
|
31.4K
$694K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 4.5% |
$123K - $136K
|
58.5K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.82K- 22.72% |
$125K - $139K
|
9.58K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 39.87% |
$127K - $141K
|
4.31K
$95.2K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.94K- 3.14% |
$131K - $145K
|
90.8K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.96K- 3.47% |
$132K - $146K
|
82.4K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-3.05K- 85.43% |
$136K - $150K
|
520
$11.5K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.18K- 1.18% |
$142K - $157K
|
267K
$5.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.21K- 3.67% |
$143K - $158K
|
84.4K
$1.87M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 6.13% |
$143K - $158K
|
49.2K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.26K- 3.97% |
$145K - $160K
|
78.9K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-3.26K- 0.6% |
$145K - $161K
|
543K
$12M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.27K- 4.75% |
$145K - $161K
|
65.5K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3.27K- 11.83% |
$146K - $161K
|
24.4K
$539K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.29K- 36.75% |
$146K - $162K
|
5.66K
$125K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.29K- 1.24% |
$146K - $162K
|
261K
$5.78M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.34K- 6.52% |
$148K - $164K
|
47.9K
$1.06M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 3.16% |
$149K - $165K
|
103K
$2.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.41K- 2.12% |
$152K - $168K
|
157K
$3.48M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 6.8% |
$152K - $168K
|
46.8K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.42K- 30.6% |
$152K - $168K
|
7.76K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.44K- 80.61% |
$153K - $169K
|
827
$18.3K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.55K- 2.88% |
$158K - $175K
|
120K
$2.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.67K- 4.76% |
$163K - $180K
|
73.4K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.72K- 19.86% |
$165K - $183K
|
15K
$331K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3.84K- 3.96% |
$171K - $189K
|
93.1K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3.84K- 3.96% |
$171K - $189K
|
93.1K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.9K- 18.66% |
$173K - $192K
|
17K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.09K- 2.32% |
$182K - $201K
|
172K
$3.81M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.15K- 4.95% |
$184K - $204K
|
79.5K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.22K- 19.41% |
$187K - $208K
|
17.5K
$387K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-4.27K- 14.42% |
$190K - $210K
|
25.4K
$560K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.31K- 29.87% |
$192K - $212K
|
10.1K
$224K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.34K- 2.5% |
$193K - $214K
|
169K
$3.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.37K- 1.27% |
$194K - $215K
|
340K
$7.52M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.42K- 2.29% |
$197K - $218K
|
189K
$4.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-4.49K- 6.83% |
$200K - $221K
|
61.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.52K- 4.2% |
$201K - $222K
|
103K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.55K- 3.51% |
$203K - $224K
|
125K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.63K- 42.7% |
$206K - $228K
|
6.21K
$137K
|