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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$222 - $246
|
23.5K
$519K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.06% |
$222 - $246
|
8.94K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.01% |
$222 - $246
|
55.3K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5+ 0.1% |
$222 - $246
|
4.9K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$222 - $246
|
7.54K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 0.02% |
$178 - $197
|
19.6K
$434K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
4+ 0.06% |
$178 - $197
|
7.14K
$158K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.13% |
$178 - $197
|
3.04K
$67.2K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.39% |
$178 - $197
|
1.02K
$22.6K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.33% |
$178 - $197
|
1.23K
$27.2K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.08% |
$178 - $197
|
5.24K
$116K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.04% |
$178 - $197
|
9.05K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$133 - $148
|
1.28K
$28.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.26% |
$133 - $148
|
1.16K
$25.7K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3+ 0.04% |
$133 - $148
|
6.84K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.28% |
$88.9 - $98.5
|
706
$15.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
2+ 0.03% |
$88.9 - $98.5
|
7.35K
$163K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$88.9 - $98.5
|
11.7K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 4.44% |
$88.9 - $98.5
|
47
$1.04K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.03% |
$88.9 - $98.5
|
6.56K
$145K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.04% |
$88.9 - $98.5
|
4.76K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$88.9 - $98.5
|
6.51K
$144K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$88.9 - $98.5
|
4.59K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.35% |
$88.9 - $98.5
|
570
$12.6K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$88.9 - $98.5
|
574
$12.7K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.34% |
$88.9 - $98.5
|
594
$13.1K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.03% |
$88.9 - $98.5
|
6.19K
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$88.9 - $98.5
|
18.3K
$405K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $49.2
|
11.1K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$44.5 - $49.2
|
5.25K
$116K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$44.5 - $49.2
|
6.82K
$151K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.08% |
$44.5 - $49.2
|
94
$2.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$44.5 - $49.2
|
330
$7.3K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.75% |
$44.5 - $49.2
|
135
$2.98K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.3% |
$44.5 - $49.2
|
332
$7.34K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$44.5 - $49.2
|
406
$8.98K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1+ 0.0% |
$44.5 - $49.2
|
143K
$3.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$44.5 - $49.2
|
46.1K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1+ 0.0% |
$44.5 - $49.2
|
21K
$465K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.27% |
$44.5 - $49.2
|
369
$8.16K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$44.5 - $49.2
|
5.89K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.2% |
$44.5 - $49.2
|
500
$11.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.21% |
$44.5 - $49.2
|
473
$10.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-1- 0.02% |
$44.5 - $49.2
|
5.64K
$125K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-1- 0.01% |
$44.5 - $49.2
|
16K
$355K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1- 0.27% |
$44.5 - $49.2
|
369
$8.16K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$44.5 - $49.2
|
8.19K
$181K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3- 0.02% |
$133 - $148
|
15.1K
$333K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 8.06% |
$222 - $246
|
57
$1.26K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.05% |
$445 - $492
|
19.7K
$435K
|