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 26, 2023 Q1 2023
Walter & Keenan Wealth Management LLC

BUY
 -
333
+ 0.36%
$14.8K - $16.4K
91.9K $2.14M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
326
+ 0.15%
$14.5K - $16K
224K $5.21M
Apr 19, 2023 Q1 2023
Segment Wealth Management, LLC

BUY
 -
286
+ 0.88%
$12.7K - $14.1K
32.7K $761K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
285
+ 0.83%
$12.7K - $14K
34.4K $801K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
282
+ 0.51%
$12.5K - $13.9K
55.6K $1.29M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
276
+ 0.41%
$12.3K - $13.6K
67.1K $1.56M
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
268
+ 1.99%
$11.9K - $13.2K
13.7K $319K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
244
+ 1.51%
$10.9K - $12K
16.4K $381K
May 12, 2023 Q1 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
242
+ 17.16%
$10.8K - $11.9K
1.65K $38.4K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
240
+ 1.91%
$10.7K - $11.8K
12.8K $297K
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
207
+ 2.75%
$9.21K - $10.2K
7.72K $180K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
205
+ 0.73%
$9.12K - $10.1K
28.3K $658K
Apr 11, 2023 Q1 2023
Seneca House Advisors

BUY
 -
204
+ 3.7%
$9.07K - $10K
5.71K $133K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
200
+ 1.34%
$8.89K - $9.85K
15.1K $352K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
198
+ 0.47%
$8.81K - $9.75K
42.2K $981K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
188
New
$8.36K - $9.26K
188 $4.37K
Apr 20, 2023 Q1 2023
Mason & Associates Inc

BUY
 -
185
+ 1.29%
$8.23K - $9.11K
14.5K $338K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
183
+ 0.06%
$8.14K - $9.01K
288K $6.71M
May 02, 2023 Q1 2023
Sightline Wealth Advisors, LLC

BUY
 -
181
+ 2.12%
$8.05K - $8.91K
8.71K $203K
May 01, 2023 Q1 2023
River & Mercantile LLC

Waltham, MA
BUY
 -
179
+ 0.02%
$7.96K - $8.81K
857K $19.9M
May 09, 2023 Q1 2023
Gs Investments, Inc.

BUY
 -
177
+ 1.02%
$7.87K - $8.71K
17.5K $407K
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
177
+ 3.85%
$7.87K - $8.71K
4.78K $111K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
174
+ 2.68%
$7.74K - $8.57K
6.66K $155K
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
170
+ 0.73%
$7.56K - $8.37K
23.3K $542K
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
170
+ 3.03%
$7.56K - $8.37K
5.78K $134K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
164
+ 1.58%
$7.29K - $8.07K
10.6K $246K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
163
+ 2.15%
$7.25K - $8.02K
7.73K $180K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
159
+ 0.54%
$7.07K - $7.83K
29.9K $695K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
144
+ 1.59%
$6.4K - $7.09K
9.2K $214K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
141
+ 0.38%
$6.27K - $6.94K
37.3K $868K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
138
+ 0.38%
$6.14K - $6.79K
36.2K $841K
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
138
+ 1.03%
$6.14K - $6.79K
13.5K $314K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
136
+ 0.1%
$6.05K - $6.7K
131K $3.05M
May 05, 2023 Q1 2023
Evolution Advisers, Inc.

BUY
 -
130
+ 59.09%
$5.78K - $6.4K
350 $8.14K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
126
+ 4.37%
$5.6K - $6.2K
3.01K $70K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
124
+ 0.38%
$5.51K - $6.1K
32.6K $757K
May 02, 2023 Q1 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
105
+ 1.57%
$4.67K - $5.17K
6.81K $158K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
102
+ 0.38%
$4.54K - $5.02K
27.1K $631K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
99
+ 0.43%
$4.4K - $4.87K
23.3K $542K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
95
+ 0.59%
$4.22K - $4.68K
16.2K $376K
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
95
+ 0.38%
$4.22K - $4.68K
24.9K $579K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
92
+ 2.31%
$4.09K - $4.53K
4.07K $94.6K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
90
+ 0.14%
$4K - $4.43K
66.5K $1.55M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
88
+ 43.14%
$3.91K - $4.33K
292 $6.79K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
82
+ 0.52%
$3.65K - $4.04K
15.7K $366K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
80
+ 1.66%
$3.56K - $3.94K
4.9K $114K
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
74
+ 0.81%
$3.29K - $3.64K
9.24K $215K
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
73
+ 0.38%
$3.25K - $3.59K
19.1K $444K
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
69
+ 0.84%
$3.07K - $3.4K
8.24K $192K

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