Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
Trexquant Investment LP

Stamford, CT
BUY
 -
4.93K
New
$219K - $243K
4.93K $109K
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
4.89K
+ 2.29%
$217K - $241K
218K $4.82M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
4.59K
+ 10.03%
$204K - $226K
50.3K $1.11M
May 01, 2023 Q1 2023
Narwhal Capital Management

BUY
 -
4.55K
New
$202K - $224K
4.55K $101K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
4.54K
+ 70.43%
$202K - $224K
11K $243K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
4.48K
+ 101.91%
$199K - $221K
8.88K $196K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
4.48K
+ 59.38%
$199K - $220K
12K $266K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.44K
+ 142.27%
$197K - $218K
7.55K $167K
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
4.38K
New
$195K - $215K
4.38K $96.7K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
4.33K
+ 12.43%
$193K - $213K
39.2K $866K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
4.28K
New
$190K - $211K
4.28K $94.7K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.27K
New
$190K - $210K
4.27K $94.3K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.26K
New
$189K - $210K
4.26K $94.2K
Apr 17, 2023 Q1 2023
Vigilare Wealth Management

BUY
 -
4.26K
New
$189K - $209K
4.26K $94.1K
Apr 25, 2023 Q1 2023
Amarillo National Bank

BUY
 -
4.24K
New
$189K - $209K
4.24K $93.8K
May 10, 2023 Q1 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
4.21K
New
$187K - $207K
4.21K $93.1K
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
4.18K
New
$186K - $206K
4.18K $92.4K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.13K
+ 48.66%
$184K - $203K
12.6K $279K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
3.91K
+ 9.66%
$174K - $193K
44.4K $982K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
3.78K
+ 11.27%
$168K - $186K
37.4K $826K
Apr 21, 2023 Q1 2023
Pegasus Asset Management, Inc.

BUY
 -
3.76K
+ 0.98%
$167K - $185K
388K $8.58M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
3.73K
+ 2.09%
$166K - $184K
182K $4.02M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
3.73K
+ 52.97%
$166K - $184K
10.8K $238K
May 11, 2023 Q1 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
3.64K
+ 1.51%
$162K - $179K
245K $5.42M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
3.64K
+ 48.11%
$162K - $179K
11.2K $247K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
3.59K
New
$160K - $177K
3.59K $79.5K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.59K
+ 3.49%
$160K - $177K
106K $2.35M
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
3.48K
+ 1.35%
$155K - $171K
262K $5.8M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
3.45K
+ 2.79%
$154K - $170K
127K $2.81M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.44K
+ 737.12%
$153K - $169K
3.9K $86.3K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3.37K
+ 9.5%
$150K - $166K
38.8K $858K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
3.17K
+ 3.55%
$141K - $156K
92.5K $2.04M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3.14K
+ 3.97%
$139K - $154K
82.1K $1.82M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.14K
+ 5.49%
$139K - $154K
60.3K $1.33M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.12K
+ 0.93%
$139K - $153K
339K $7.5M
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
3.11K
+ 18.53%
$138K - $153K
19.9K $440K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
3.09K
+ 17.05%
$137K - $152K
21.2K $469K
Mar 11, 2024 Q1 2023
Nepc LLC

Boston, MA
BUY
 -
3.08K
+ 8.75%
$137K - $152K
38.3K $846K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
3.03K
+ 2.77%
$135K - $149K
112K $2.49M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
3K
+ 25.91%
$133K - $148K
14.6K $322K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
2.99K
+ 3.9%
$133K - $147K
79.5K $1.76M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
2.97K
+ 6.67%
$132K - $146K
47.6K $1.05M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.96K
+ 3.42%
$132K - $146K
89.5K $1.98M
Apr 19, 2023 Q1 2023
Blossom Wealth Management

BUY
 -
2.95K
+ 11.77%
$131K - $145K
28K $620K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
2.94K
New
$131K - $145K
2.94K $65.1K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.84K
+ 1.18%
$126K - $140K
244K $5.4M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
2.72K
+ 57.99%
$121K - $134K
7.41K $164K
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
2.71K
+ 7.36%
$121K - $133K
39.6K $875K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.67K
New
$119K - $132K
2.67K $59.1K

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