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
|
Betterment LLC
New York, NY |
SELL
|
- |
-127K- 1.75% |
$5.65M - $6.25M
|
7.11M
$165M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-129K- 11.88% |
$5.75M - $6.37M
|
959K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-132K- 99.96% |
$5.86M - $6.49M
|
48
$1.12K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-144K- 14.11% |
$6.4M - $7.08M
|
876K
$20.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-298K- 10.95% |
$13.3M - $14.7M
|
2.43M
$56.4M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-315K- 42.73% |
$14M - $15.5M
|
422K
$9.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-324K- 66.36% |
$14.4M - $16M
|
164K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-345K- 7.16% |
$15.3M - $17M
|
4.47M
$104M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-368K- 26.38% |
$16.3M - $18.1M
|
1.03M
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-410K- 91.59% |
$18.2M - $20.2M
|
37.6K
$875K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-979K- 97.91% |
$43.5M - $48.2M
|
20.9K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.22M- 16.8% |
$232M - $257M
|
25.9M
$602M
|