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 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-14.1K- 5.5% |
$626K - $694K
|
242K
$5.35M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.2K- 1.38% |
$630K - $697K
|
1.01M
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 2.8% |
$648K - $717K
|
506K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-16.1K- 57.19% |
$714K - $791K
|
12K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-16.3K- 11.04% |
$725K - $802K
|
131K
$2.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-16.3K- 11.96% |
$727K - $805K
|
120K
$2.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-16.9K- 1.48% |
$753K - $834K
|
1.12M
$24.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-17.3K- 26.35% |
$768K - $850K
|
48.3K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-17.4K- 25.52% |
$773K - $856K
|
50.8K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-18.3K- 38.13% |
$814K - $901K
|
29.7K
$657K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-18.9K- 6.81% |
$839K - $929K
|
258K
$5.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-19.5K- 6.98% |
$868K - $961K
|
260K
$5.75M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 81.93% |
$882K - $977K
|
4.38K
$96.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20.9K- 16.11% |
$931K - $1.03M
|
109K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-21.2K- 18.66% |
$942K - $1.04M
|
92.3K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.4K- 3.35% |
$951K - $1.05M
|
616K
$13.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21.4K- 48.51% |
$953K - $1.05M
|
22.7K
$503K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-22K- 2.31% |
$979K - $1.08M
|
933K
$20.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.6K- 4.62% |
$1M - $1.11M
|
466K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-22.7K- 29.59% |
$1.01M - $1.12M
|
54K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.7K- 5.77% |
$1.1M - $1.22M
|
404K
$8.93M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-25.2K- 7.01% |
$1.12M - $1.24M
|
335K
$7.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29K- 1.62% |
$1.29M - $1.43M
|
1.76M
$38.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.9K- 4.04% |
$1.33M - $1.47M
|
710K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.5K- 6.44% |
$1.36M - $1.5M
|
443K
$9.79M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-30.7K- 29.74% |
$1.37M - $1.51M
|
72.6K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-32.5K- 37.37% |
$1.45M - $1.6M
|
54.5K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-35K- 83.13% |
$1.56M - $1.72M
|
7.11K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.5K- 2.73% |
$1.58M - $1.75M
|
1.26M
$27.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-36.5K- 6.36% |
$1.62M - $1.8M
|
538K
$11.9M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-37.1K- 25.02% |
$1.65M - $1.83M
|
111K
$2.46M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-42.7K- 2.81% |
$1.9M - $2.1M
|
1.48M
$32.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-49.5K- 2.09% |
$2.2M - $2.43M
|
2.32M
$51.2M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-53.1K- 100.0% |
$2.36M - $2.61M
|
1
$22.1
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-54.6K- 44.09% |
$2.43M - $2.69M
|
69.2K
$1.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.4K- 6.81% |
$2.51M - $2.77M
|
771K
$17.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65.6K- 95.49% |
$2.92M - $3.23M
|
3.09K
$68.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-72.3K- 7.47% |
$3.21M - $3.56M
|
895K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.3K- 9.32% |
$3.21M - $3.56M
|
703K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.8K- 20.87% |
$3.37M - $3.73M
|
287K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-83.3K- 19.92% |
$3.71M - $4.1M
|
335K
$7.41M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-83.9K- 21.78% |
$3.73M - $4.13M
|
301K
$6.66M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.2K- 5.1% |
$3.97M - $4.39M
|
1.66M
$36.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106K- 18.26% |
$4.71M - $5.21M
|
474K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-110K- 80.9% |
$4.9M - $5.42M
|
26K
$575K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-111K- 91.17% |
$4.92M - $5.45M
|
10.7K
$237K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-125K- 66.08% |
$5.54M - $6.13M
|
63.9K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-127K- 1.75% |
$5.65M - $6.25M
|
7.11M
$157M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-129K- 11.88% |
$5.75M - $6.37M
|
959K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-132K- 99.96% |
$5.86M - $6.49M
|
48
$1.06K
|