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 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.52K- 4.2% |
$201K - $222K
|
103K
$2.4M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.55K- 3.51% |
$203K - $224K
|
125K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.63K- 42.7% |
$206K - $228K
|
6.21K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.64K- 4.32% |
$206K - $228K
|
103K
$2.39M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.91K- 2.13% |
$218K - $242K
|
226K
$5.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.91K- 1.36% |
$218K - $242K
|
358K
$8.32M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5K- 42.09% |
$222K - $246K
|
6.88K
$160K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-5.11K- 2.84% |
$227K - $252K
|
175K
$4.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5.19K- 1.21% |
$231K - $255K
|
424K
$9.86M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5.53K- 29.3% |
$246K - $272K
|
13.3K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.62K- 6.37% |
$250K - $277K
|
82.6K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.7K- 10.54% |
$253K - $281K
|
48.4K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.71K- 6.74% |
$254K - $281K
|
79K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.71K- 10.23% |
$254K - $281K
|
50.1K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.75K- 34.73% |
$256K - $283K
|
10.8K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.8K- 9.33% |
$258K - $285K
|
56.3K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.81K- 2.64% |
$258K - $286K
|
214K
$4.98M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5.92K- 12.93% |
$263K - $291K
|
39.8K
$927K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-6K- 6.76% |
$267K - $295K
|
82.8K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.12K- 2.59% |
$272K - $301K
|
230K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.18K- 6.52% |
$275K - $304K
|
88.5K
$2.06M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-6.21K- 25.54% |
$276K - $306K
|
18.1K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.33K- 18.75% |
$281K - $312K
|
27.4K
$638K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-6.84K- 39.8% |
$304K - $337K
|
10.4K
$241K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-6.92K- 23.42% |
$308K - $341K
|
22.6K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.02K- 1.35% |
$312K - $345K
|
512K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-7.43K- 9.41% |
$330K - $366K
|
71.5K
$1.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.68K- 17.58% |
$342K - $378K
|
36K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-7.7K- 28.93% |
$342K - $379K
|
18.9K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7.81K- 95.22% |
$347K - $385K
|
392
$9.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.16K- 1.27% |
$363K - $402K
|
636K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.35K- 27.47% |
$371K - $411K
|
22.1K
$513K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.46K- 2.15% |
$376K - $417K
|
384K
$8.94M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.56K- 3.39% |
$381K - $421K
|
244K
$5.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-9K- 7.66% |
$400K - $443K
|
108K
$2.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-9K- 3.43% |
$400K - $443K
|
254K
$5.9M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-9.2K- 6.97% |
$409K - $453K
|
123K
$2.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.3K- 5.58% |
$413K - $458K
|
157K
$3.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-9.45K- 51.04% |
$420K - $465K
|
9.06K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.2K- 15.7% |
$452K - $500K
|
54.6K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-10.2K- 89.83% |
$455K - $504K
|
1.16K
$27K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.3K- 12.07% |
$458K - $507K
|
75K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-10.3KClosed |
$460K - $509K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10.4K- 7.96% |
$464K - $514K
|
121K
$2.81M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 97.91% |
$467K - $517K
|
224
$5.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 6.5% |
$498K - $551K
|
161K
$3.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-11.5K- 1.15% |
$511K - $566K
|
985K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 6.06% |
$515K - $570K
|
179K
$4.17M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.9K- 3.55% |
$529K - $586K
|
323K
$7.52M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-12.5K- 3.85% |
$557K - $617K
|
313K
$7.27M
|