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
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
30K+ 101.39% |
$1.33M - $1.48M
|
59.6K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
26.1K+ 11.44% |
$1.16M - $1.29M
|
254K
$5.63M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
25.6K+ 11.56% |
$1.14M - $1.26M
|
247K
$5.47M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.3K+ 5.26% |
$1.12M - $1.25M
|
506K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24.3K+ 18.34% |
$1.08M - $1.19M
|
157K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 4.52% |
$1.06M - $1.17M
|
550K
$12.2M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
23.7K+ 69.97% |
$1.05M - $1.17M
|
57.5K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.5K+ 60.95% |
$1.05M - $1.16M
|
62.1K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23K+ 24.62% |
$1.02M - $1.13M
|
116K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
22.2K+ 1.62% |
$988K - $1.09M
|
1.39M
$30.7M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
21.6KNew |
$963K - $1.07M
|
21.6K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.4K+ 17.12% |
$949K - $1.05M
|
146K
$3.23M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20.5K+ 28.88% |
$912K - $1.01M
|
91.5K
$2.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 39.72% |
$832K - $921K
|
65.8K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
18.6K+ 2.92% |
$826K - $915K
|
656K
$14.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
17.6K+ 3.53% |
$783K - $866K
|
516K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$780K - $863K
|
17.5K
$388K
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
17.5K+ 27.95% |
$776K - $859K
|
79.9K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.2KNew |
$767K - $849K
|
17.2K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
16.7K+ 2.13% |
$741K - $821K
|
800K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
16.6K+ 15.9% |
$737K - $816K
|
121K
$2.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
16.5K+ 11.59% |
$732K - $810K
|
158K
$3.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.7K+ 13.87% |
$696K - $770K
|
128K
$2.84M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
15.2KNew |
$678K - $751K
|
15.2K
$337K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15.1KNew |
$670K - $742K
|
15.1K
$333K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14.8K+ 69.85% |
$660K - $730K
|
36.1K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.6K+ 10.06% |
$649K - $718K
|
160K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.4K+ 2.9% |
$641K - $710K
|
511K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 78.31% |
$639K - $707K
|
32.7K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14.1KNew |
$625K - $692K
|
14.1K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.9KNew |
$616K - $682K
|
13.9K
$306K
|
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
13.7K+ 9.53% |
$609K - $674K
|
157K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.7K+ 6.15% |
$609K - $674K
|
236K
$5.22M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.4KNew |
$597K - $661K
|
13.4K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13.3K+ 6.8% |
$591K - $654K
|
209K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$578K - $640K
|
13K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
12.8K+ 11.39% |
$568K - $629K
|
125K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2K+ 33.58% |
$542K - $601K
|
48.5K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 34.53% |
$527K - $583K
|
46.1K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.7K+ 11.63% |
$519K - $574K
|
112K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.6K+ 89.91% |
$516K - $571K
|
24.5K
$542K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 1.15% |
$515K - $571K
|
1.02M
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
11.1K+ 3.24% |
$491K - $544K
|
352K
$7.78M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11K+ 62.68% |
$489K - $542K
|
28.6K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.8K+ 17.62% |
$478K - $529K
|
71.8K
$1.59M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.7K+ 25.74% |
$477K - $528K
|
52.3K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
10.6KNew |
$470K - $520K
|
10.6K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
9.93K+ 3.71% |
$442K - $489K
|
278K
$6.14M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.59K+ 195.89% |
$426K - $472K
|
14.5K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.57K+ 22.95% |
$426K - $471K
|
51.3K
$1.13M
|