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 $2.03M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
326
+ 0.15%
$14.5K - $16K
224K $4.95M
Apr 19, 2023 Q1 2023
Segment Wealth Management, LLC

BUY
 -
286
+ 0.88%
$12.7K - $14.1K
32.7K $724K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
285
+ 0.83%
$12.7K - $14K
34.4K $761K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
282
+ 0.51%
$12.5K - $13.9K
55.6K $1.23M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
276
+ 0.41%
$12.3K - $13.6K
67.1K $1.48M
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
268
+ 1.99%
$11.9K - $13.2K
13.7K $303K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
244
+ 1.51%
$10.9K - $12K
16.4K $362K
May 12, 2023 Q1 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
242
+ 17.16%
$10.8K - $11.9K
1.65K $36.5K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
240
+ 1.91%
$10.7K - $11.8K
12.8K $283K
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
207
+ 2.75%
$9.21K - $10.2K
7.72K $171K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
205
+ 0.73%
$9.12K - $10.1K
28.3K $626K
Apr 11, 2023 Q1 2023
Seneca House Advisors

BUY
 -
204
+ 3.7%
$9.07K - $10K
5.71K $126K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
200
+ 1.34%
$8.89K - $9.85K
15.1K $334K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
198
+ 0.47%
$8.81K - $9.75K
42.2K $933K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
188
New
$8.36K - $9.26K
188 $4.16K
Apr 20, 2023 Q1 2023
Mason & Associates Inc

BUY
 -
185
+ 1.29%
$8.23K - $9.11K
14.5K $322K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
183
+ 0.06%
$8.14K - $9.01K
288K $6.38M
May 02, 2023 Q1 2023
Sightline Wealth Advisors, LLC

BUY
 -
181
+ 2.12%
$8.05K - $8.91K
8.71K $192K
May 01, 2023 Q1 2023
River & Mercantile LLC

Waltham, MA
BUY
 -
179
+ 0.02%
$7.96K - $8.81K
857K $18.9M
May 09, 2023 Q1 2023
Gs Investments, Inc.

BUY
 -
177
+ 1.02%
$7.87K - $8.71K
17.5K $387K
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
177
+ 3.85%
$7.87K - $8.71K
4.78K $106K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
174
+ 2.68%
$7.74K - $8.57K
6.66K $147K
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
170
+ 0.73%
$7.56K - $8.37K
23.3K $515K
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
170
+ 3.03%
$7.56K - $8.37K
5.78K $128K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
164
+ 1.58%
$7.29K - $8.07K
10.6K $234K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
163
+ 2.15%
$7.25K - $8.02K
7.73K $171K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
159
+ 0.54%
$7.07K - $7.83K
29.9K $660K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
144
+ 1.59%
$6.4K - $7.09K
9.2K $204K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
141
+ 0.38%
$6.27K - $6.94K
37.3K $825K
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
138
+ 1.03%
$6.14K - $6.79K
13.5K $299K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
138
+ 0.38%
$6.14K - $6.79K
36.2K $799K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
136
+ 0.1%
$6.05K - $6.7K
131K $2.9M
May 05, 2023 Q1 2023
Evolution Advisers, Inc.

BUY
 -
130
+ 59.09%
$5.78K - $6.4K
350 $7.74K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
126
+ 4.37%
$5.6K - $6.2K
3.01K $66.6K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
124
+ 0.38%
$5.51K - $6.1K
32.6K $720K
May 02, 2023 Q1 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
105
+ 1.57%
$4.67K - $5.17K
6.81K $151K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
102
+ 0.38%
$4.54K - $5.02K
27.1K $599K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
99
+ 0.43%
$4.4K - $4.87K
23.3K $515K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
95
+ 0.59%
$4.22K - $4.68K
16.2K $358K
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
95
+ 0.38%
$4.22K - $4.68K
24.9K $551K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
92
+ 2.31%
$4.09K - $4.53K
4.07K $90K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
90
+ 0.14%
$4K - $4.43K
66.5K $1.47M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
88
+ 43.14%
$3.91K - $4.33K
292 $6.46K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
82
+ 0.52%
$3.65K - $4.04K
15.7K $348K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
80
+ 1.66%
$3.56K - $3.94K
4.9K $108K
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
74
+ 0.81%
$3.29K - $3.64K
9.24K $204K
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
73
+ 0.38%
$3.25K - $3.59K
19.1K $422K
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
69
+ 0.84%
$3.07K - $3.4K
8.24K $182K

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