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
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
927
+ 4.32%
$41.2K - $45.6K
22.4K $520K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
920
+ 1.6%
$40.9K - $45.3K
58.4K $1.36M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
903
New
$40.2K - $44.5K
903 $21K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
899
+ 125.73%
$40K - $44.3K
1.61K $37.5K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
856
+ 3.44%
$38.1K - $42.1K
25.7K $598K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
827
+ 4.88%
$36.8K - $40.7K
17.8K $413K
May 11, 2023 Q1 2023
Af Advisors, Inc.

BUY
 -
802
+ 9.57%
$35.7K - $39.5K
9.18K $214K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
790
New
$35.1K - $38.9K
790 $18.4K
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
768
+ 12.93%
$34.2K - $37.8K
6.71K $156K
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
751
+ 1.23%
$33.4K - $37K
62K $1.44M
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
681
+ 7.08%
$30.3K - $33.5K
10.3K $240K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
677
+ 5.52%
$30.1K - $33.3K
12.9K $301K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
638
+ 1045.9%
$28.4K - $31.4K
699 $16.3K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
621
+ 2.46%
$27.6K - $30.6K
25.9K $602K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
617
+ 0.74%
$27.4K - $30.4K
84.2K $1.96M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
604
New
$26.9K - $29.7K
604 $14K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
589
+ 3.23%
$26.2K - $29K
18.8K $437K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
574
+ 0.55%
$25.5K - $28.3K
105K $2.45M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
566
+ 10.24%
$25.2K - $27.9K
6.1K $142K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
566
+ 2.82%
$25.2K - $27.9K
20.6K $480K
Apr 19, 2023 Q1 2023
Altus Wealth Management, LLC

BUY
 -
506
+ 5.66%
$22.5K - $24.9K
9.45K $220K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
504
+ 24.37%
$22.4K - $24.8K
2.57K $59.8K
May 08, 2023 Q1 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
502
+ 7.61%
$22.3K - $24.7K
7.1K $165K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
502
+ 38.29%
$22.3K - $24.7K
1.81K $42.2K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
500
+ 9.92%
$22.2K - $24.6K
5.54K $129K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
485
+ 0.61%
$21.6K - $23.9K
80K $1.86M
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
479
+ 9.78%
$21.3K - $23.6K
5.38K $125K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
476
+ 0.32%
$21.2K - $23.4K
150K $3.5M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
452
+ 44.14%
$20.1K - $22.3K
1.48K $34.3K
Apr 28, 2023 Q1 2023
Callahan Advisors, LLC

BUY
 -
448
+ 2.88%
$19.9K - $22.1K
16K $372K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
446
New
$19.8K - $22K
446 $10.4K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
446
+ 6.1%
$19.8K - $22K
7.76K $180K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
437
+ 0.56%
$19.4K - $21.5K
78.3K $1.82M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
435
+ 3.46%
$19.3K - $21.4K
13K $302K
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
425
+ 6.47%
$18.9K - $20.9K
6.99K $163K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
420
New
$18.7K - $20.7K
420 $9.77K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
420
+ 0.85%
$18.7K - $20.7K
49.6K $1.15M
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
414
+ 9.02%
$18.4K - $20.4K
5.01K $116K
Apr 19, 2023 Q1 2023
Rocky Mountain Advisers, LLC

BUY
 -
412
+ 0.41%
$18.3K - $20.3K
102K $2.37M
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
402
+ 0.43%
$17.9K - $19.8K
94K $2.19M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
400
New
$17.8K - $19.7K
400 $9.3K
Apr 20, 2023 Q1 2023
Triangle Securities Wealth Management

BUY
 -
391
+ 6.63%
$17.4K - $19.2K
6.29K $146K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
388
+ 2.02%
$17.3K - $19.1K
19.6K $455K
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
378
+ 4.22%
$16.8K - $18.6K
9.33K $217K
Apr 25, 2023 Q1 2023
Iron Financial, LLC

BUY
 -
377
+ 4.38%
$16.8K - $18.6K
8.98K $209K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
368
+ 4.15%
$16.4K - $18.1K
9.23K $215K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
357
+ 0.51%
$15.9K - $17.6K
70K $1.63M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
341
+ 5.59%
$15.2K - $16.8K
6.44K $150K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
336
New
$14.9K - $16.5K
336 $7.82K

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