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 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.65K+ 13963.16% |
$118K - $131K
|
2.67K
$59.1K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 3.91% |
$116K - $128K
|
69K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
2.43K+ 7.41% |
$108K - $120K
|
35.3K
$780K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.37K+ 9.8% |
$105K - $116K
|
26.5K
$586K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 1.97% |
$105K - $116K
|
122K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.29K+ 101.91% |
$102K - $113K
|
4.54K
$100K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.22K+ 13.36% |
$98.5K - $109K
|
18.8K
$415K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.18K+ 3.9% |
$96.7K - $107K
|
57.9K
$1.28M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$95.9K - $106K
|
2.16K
$47.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.08K+ 1.34% |
$92.6K - $103K
|
158K
$3.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.9K+ 2.62% |
$84.5K - $93.5K
|
74.5K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.81K+ 5.63% |
$80.6K - $89.2K
|
34K
$752K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.79K+ 1.11% |
$79.4K - $87.9K
|
163K
$3.6M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.79K+ 1.11% |
$79.4K - $87.9K
|
163K
$3.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.76K+ 18.33% |
$78.4K - $86.7K
|
11.4K
$251K
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.71K+ 6.92% |
$75.8K - $83.9K
|
26.4K
$583K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
1.67K+ 7.93% |
$74.2K - $82.2K
|
22.7K
$502K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
$72.4K - $80.1K
|
1.63K
$36K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 5.61% |
$70.3K - $77.8K
|
29.7K
$658K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 10.98% |
$70K - $77.5K
|
15.9K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.57K+ 69.97% |
$69.7K - $77.2K
|
3.81K
$84.2K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52K+ 8.28% |
$67.5K - $74.7K
|
19.8K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.46K+ 5.35% |
$64.8K - $71.8K
|
28.7K
$635K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.44K+ 1.6% |
$63.9K - $70.7K
|
91.5K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.4K+ 20.41% |
$62.3K - $68.9K
|
8.26K
$183K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.4K+ 4.74% |
$62.2K - $68.9K
|
30.9K
$683K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.34K+ 17.33% |
$59.6K - $66K
|
9.08K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.27K+ 15.71% |
$56.4K - $62.4K
|
9.34K
$207K
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.24K+ 7.75% |
$55.2K - $61.1K
|
17.3K
$382K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 39.44% |
$55.1K - $60.9K
|
4.38K
$96.8K
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
1.23K+ 0.46% |
$54.7K - $60.6K
|
271K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 4.49% |
$53.4K - $59.1K
|
28K
$618K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.18K+ 30.07% |
$52.6K - $58.2K
|
5.12K
$113K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.18K+ 3.95% |
$52.3K - $57.9K
|
30.9K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.14K+ 1.79% |
$50.6K - $56K
|
64.7K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.13K+ 0.16% |
$50.4K - $55.8K
|
730K
$16.1M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.87% |
$47.3K - $52.3K
|
58K
$1.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.05K+ 0.24% |
$46.5K - $51.5K
|
446K
$9.85M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 0.24% |
$46.5K - $51.5K
|
446K
$9.85M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.04K+ 8.46% |
$46.4K - $51.3K
|
13.4K
$296K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.03K+ 2.9% |
$45.7K - $50.6K
|
36.5K
$806K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.02K+ 12.05% |
$45.4K - $50.2K
|
9.49K
$210K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.01K+ 2.19% |
$45.1K - $49.9K
|
47.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.01K+ 3.34% |
$45K - $49.8K
|
31.3K
$693K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
997+ 9.73% |
$44.3K - $49.1K
|
11.2K
$249K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
983+ 5.39% |
$43.7K - $48.4K
|
19.2K
$425K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
972+ 3.7% |
$43.2K - $47.9K
|
27.3K
$603K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
946+ 20.28% |
$42.1K - $46.6K
|
5.61K
$124K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
935+ 3.73% |
$41.6K - $46K
|
26K
$575K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
931+ 5.38% |
$41.4K - $45.8K
|
18.2K
$403K
|