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 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.55K+ 2.23% |
$425K - $470K
|
438K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
9.29K+ 24.68% |
$413K - $458K
|
47K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.13K+ 2.98% |
$406K - $449K
|
315K
$7.33M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
9.03K+ 3.07% |
$402K - $445K
|
304K
$7.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
8.96K+ 1.14% |
$398K - $441K
|
797K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.57K+ 21.56% |
$381K - $422K
|
48.3K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.47KNew |
$376K - $417K
|
8.47K
$197K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
8.17KNew |
$363K - $402K
|
8.17K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.1KNew |
$360K - $399K
|
8.1K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.82KNew |
$348K - $385K
|
7.82K
$182K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
7.81KNew |
$347K - $384K
|
7.81K
$182K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7.8K+ 1989.29% |
$347K - $384K
|
8.19K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.75K+ 70.7% |
$345K - $382K
|
18.7K
$435K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.68K+ 2.14% |
$342K - $378K
|
367K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.57K+ 5.41% |
$337K - $373K
|
147K
$3.43M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.46KNew |
$332K - $367K
|
7.46K
$173K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.1KNew |
$316K - $349K
|
7.1K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.07K+ 2.61% |
$314K - $348K
|
278K
$6.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.07K+ 20.34% |
$314K - $348K
|
41.8K
$973K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.05K+ 348.64% |
$314K - $347K
|
9.08K
$211K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.96K+ 7.58% |
$310K - $343K
|
98.9K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.86K+ 10.79% |
$305K - $338K
|
70.4K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.79KNew |
$302K - $334K
|
6.79K
$158K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.77K+ 2.66% |
$301K - $333K
|
262K
$6.09M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.68KNew |
$297K - $329K
|
6.68K
$155K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.67K+ 38.7% |
$297K - $329K
|
23.9K
$556K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.64KNew |
$295K - $327K
|
6.64K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.38K+ 77.64% |
$284K - $314K
|
14.6K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
6.35K+ 1.99% |
$282K - $312K
|
326K
$7.57M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6.23KNew |
$277K - $307K
|
6.23K
$145K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
6.21K+ 0.69% |
$276K - $306K
|
906K
$21.1M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.19K+ 154725.0% |
$275K - $305K
|
6.19K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.19K+ 154725.0% |
$275K - $305K
|
6.19K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.02K+ 3.83% |
$268K - $296K
|
163K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.9K+ 0.39% |
$262K - $291K
|
1.53M
$35.5M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.86KNew |
$261K - $289K
|
5.86K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.79KNew |
$257K - $285K
|
5.79K
$135K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.67KNew |
$252K - $279K
|
5.67K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 16.98% |
$247K - $273K
|
38.2K
$889K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
5.54K+ 5.28% |
$246K - $273K
|
110K
$2.57M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.47K+ 0.27% |
$243K - $269K
|
2.02M
$47M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.34K+ 11.73% |
$238K - $263K
|
50.9K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.33K+ 2.72% |
$237K - $262K
|
202K
$4.69M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.29KNew |
$235K - $260K
|
5.29K
$123K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.11KNew |
$227K - $251K
|
5.11K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.11KNew |
$227K - $251K
|
5.11K
$119K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.05KNew |
$225K - $249K
|
5.05K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5K+ 30.42% |
$222K - $246K
|
21.4K
$498K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$220K - $244K
|
4.95K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.93K+ 55.56% |
$219K - $243K
|
13.8K
$321K
|