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 $494K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
920
+ 1.6%
$40.9K - $45.3K
58.4K $1.29M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
903
New
$40.2K - $44.5K
903 $20K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
899
+ 125.73%
$40K - $44.3K
1.61K $35.7K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
856
+ 3.44%
$38.1K - $42.1K
25.7K $569K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
827
+ 4.88%
$36.8K - $40.7K
17.8K $393K
May 11, 2023 Q1 2023
Af Advisors, Inc.

BUY
 -
802
+ 9.57%
$35.7K - $39.5K
9.18K $203K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
790
New
$35.1K - $38.9K
790 $17.5K
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
768
+ 12.93%
$34.2K - $37.8K
6.71K $148K
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
751
+ 1.23%
$33.4K - $37K
62K $1.37M
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
681
+ 7.08%
$30.3K - $33.5K
10.3K $228K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
677
+ 5.52%
$30.1K - $33.3K
12.9K $286K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
638
+ 1045.9%
$28.4K - $31.4K
699 $15.5K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
621
+ 2.46%
$27.6K - $30.6K
25.9K $572K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
617
+ 0.74%
$27.4K - $30.4K
84.2K $1.86M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
604
New
$26.9K - $29.7K
604 $13.4K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
589
+ 3.23%
$26.2K - $29K
18.8K $416K
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
574
+ 0.55%
$25.5K - $28.3K
105K $2.33M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
566
+ 2.82%
$25.2K - $27.9K
20.6K $456K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
566
+ 10.24%
$25.2K - $27.9K
6.1K $135K
Apr 19, 2023 Q1 2023
Altus Wealth Management, LLC

BUY
 -
506
+ 5.66%
$22.5K - $24.9K
9.45K $209K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
504
+ 24.37%
$22.4K - $24.8K
2.57K $56.9K
May 08, 2023 Q1 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
502
+ 7.61%
$22.3K - $24.7K
7.1K $157K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
502
+ 38.29%
$22.3K - $24.7K
1.81K $40.1K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
500
+ 9.92%
$22.2K - $24.6K
5.54K $122K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
485
+ 0.61%
$21.6K - $23.9K
80K $1.77M
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
479
+ 9.78%
$21.3K - $23.6K
5.38K $119K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
476
+ 0.32%
$21.2K - $23.4K
150K $3.33M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
452
+ 44.14%
$20.1K - $22.3K
1.48K $32.6K
Apr 28, 2023 Q1 2023
Callahan Advisors, LLC

BUY
 -
448
+ 2.88%
$19.9K - $22.1K
16K $354K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
446
New
$19.8K - $22K
446 $9.86K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
446
+ 6.1%
$19.8K - $22K
7.76K $171K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
437
+ 0.56%
$19.4K - $21.5K
78.3K $1.73M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
435
+ 3.46%
$19.3K - $21.4K
13K $287K
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
425
+ 6.47%
$18.9K - $20.9K
6.99K $155K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
420
New
$18.7K - $20.7K
420 $9.29K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
420
+ 0.85%
$18.7K - $20.7K
49.6K $1.1M
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
414
+ 9.02%
$18.4K - $20.4K
5.01K $111K
Apr 19, 2023 Q1 2023
Rocky Mountain Advisers, LLC

BUY
 -
412
+ 0.41%
$18.3K - $20.3K
102K $2.25M
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
402
+ 0.43%
$17.9K - $19.8K
94K $2.08M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
400
New
$17.8K - $19.7K
400 $8.84K
Apr 20, 2023 Q1 2023
Triangle Securities Wealth Management

BUY
 -
391
+ 6.63%
$17.4K - $19.2K
6.29K $139K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
388
+ 2.02%
$17.3K - $19.1K
19.6K $433K
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
378
+ 4.22%
$16.8K - $18.6K
9.33K $206K
Apr 25, 2023 Q1 2023
Iron Financial, LLC

BUY
 -
377
+ 4.38%
$16.8K - $18.6K
8.98K $199K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
368
+ 4.15%
$16.4K - $18.1K
9.23K $204K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
357
+ 0.51%
$15.9K - $17.6K
70K $1.55M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
341
+ 5.59%
$15.2K - $16.8K
6.44K $142K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
336
New
$14.9K - $16.5K
336 $7.43K

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