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 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.07% |
$2.8K - $3.1K
|
84.5K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
59+ 0.39% |
$2.62K - $2.9K
|
15.3K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
55+ 0.33% |
$2.45K - $2.71K
|
16.7K
$388K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54+ 0.38% |
$2.4K - $2.66K
|
14.1K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
53+ 7.64% |
$2.36K - $2.61K
|
747
$17.4K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.38% |
$2.27K - $2.51K
|
13.4K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
50+ 0.27% |
$2.22K - $2.46K
|
18.8K
$436K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
50+ 0.18% |
$2.22K - $2.46K
|
27.4K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$2.13K - $2.36K
|
48
$1.12K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
46+ 0.86% |
$2.05K - $2.26K
|
5.38K
$125K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
39+ 0.37% |
$1.73K - $1.92K
|
10.7K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
35+ 0.21% |
$1.56K - $1.72K
|
16.8K
$392K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34+ 0.21% |
$1.51K - $1.67K
|
16.2K
$377K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
30+ 0.38% |
$1.33K - $1.48K
|
7.93K
$185K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 0.13% |
$1.33K - $1.48K
|
23.9K
$556K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 1.26% |
$1.2K - $1.33K
|
2.18K
$50.7K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.63% |
$1.07K - $1.18K
|
1.49K
$34.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
23+ 0.39% |
$1.02K - $1.13K
|
5.89K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
22+ 0.23% |
$978 - $1.08K
|
9.64K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
21+ 0.29% |
$934 - $1.03K
|
7.23K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 0.38% |
$934 - $1.03K
|
5.53K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
21+ 0.19% |
$934 - $1.03K
|
11.3K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
21+ 0.39% |
$934 - $1.03K
|
5.47K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
21+ 4.72% |
$934 - $1.03K
|
466
$10.8K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
20+ 0.39% |
$889 - $985
|
5.11K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 4.22% |
$889 - $985
|
494
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.37% |
$889 - $985
|
5.36K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.39% |
$845 - $935
|
4.94K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
19+ 3.75% |
$845 - $935
|
525
$12.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.33% |
$800 - $886
|
5.47K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
18+ 0.38% |
$800 - $886
|
4.76K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.37% |
$756 - $837
|
4.66K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.36% |
$756 - $837
|
4.77K
$111K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$712 - $788
|
16
$372
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.33% |
$667 - $738
|
4.54K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.16% |
$667 - $738
|
9.33K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.11% |
$667 - $738
|
13.7K
$318K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.08% |
$578 - $640
|
16.9K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.42% |
$534 - $591
|
2.9K
$67.4K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
12New |
$534 - $591
|
12
$279
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10+ 0.19% |
$445 - $492
|
5.31K
$124K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.03% |
$445 - $492
|
32.5K
$755K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
9+ 0.18% |
$400 - $443
|
5.09K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9+ 0.03% |
$400 - $443
|
34K
$791K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9+ 0.11% |
$400 - $443
|
8.08K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
8+ 0.17% |
$356 - $394
|
4.7K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.08% |
$311 - $345
|
8.63K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.02% |
$267 - $295
|
34.4K
$800K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$267 - $295
|
5.21K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.01% |
$222 - $246
|
55.3K
$1.29M
|