Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.4M+ 112256.34% |
$1.9B - $2.17B
|
45.4M
$1.06B
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.63M+ 17.51% |
$194M - $222M
|
31.1M
$723M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.95MNew |
$124M - $141M
|
2.95M
$68.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02M+ 90.17% |
$42.7M - $48.7M
|
2.15M
$49.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
968KNew |
$40.6M - $46.3M
|
968K
$22.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
642KNew |
$26.9M - $30.7M
|
642K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
626K+ 29.82% |
$26.3M - $29.9M
|
2.73M
$63.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
558K+ 3067.28% |
$23.4M - $26.7M
|
576K
$13.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
476KNew |
$19.9M - $22.7M
|
476K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455K+ 48.42% |
$19.1M - $21.7M
|
1.39M
$32.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
438K+ 46.41% |
$18.4M - $20.9M
|
1.38M
$32.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
433K+ 142.5% |
$18.2M - $20.7M
|
737K
$17.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
395K+ 52.91% |
$16.6M - $18.9M
|
1.14M
$26.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
395K+ 749.83% |
$16.5M - $18.9M
|
447K
$10.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
382K+ 115.19% |
$16M - $18.3M
|
714K
$16.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
318KNew |
$13.3M - $15.2M
|
318K
$7.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
306KNew |
$12.8M - $14.6M
|
306K
$7.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
299K+ 249.5% |
$12.5M - $14.3M
|
418K
$9.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
277KNew |
$11.6M - $13.2M
|
277K
$6.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
260K+ 54.46% |
$10.9M - $12.4M
|
738K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
259KNew |
$10.9M - $12.4M
|
259K
$6.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
229K+ 41.39% |
$9.62M - $11M
|
783K
$18.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
229K+ 215.17% |
$9.6M - $10.9M
|
335K
$7.79M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
224KNew |
$9.38M - $10.7M
|
224K
$5.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
210K+ 362.67% |
$8.8M - $10M
|
268K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
202K+ 46.22% |
$8.45M - $9.64M
|
638K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180K+ 87.27% |
$7.53M - $8.59M
|
385K
$8.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
167K+ 269.84% |
$6.99M - $7.97M
|
228K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
157KNew |
$6.58M - $7.5M
|
157K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
156K+ 75.49% |
$6.54M - $7.45M
|
362K
$8.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
135KNew |
$5.68M - $6.48M
|
135K
$3.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
130KNew |
$5.45M - $6.21M
|
130K
$3.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
130KNew |
$5.44M - $6.2M
|
130K
$3.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
127K+ 2043.88% |
$5.31M - $6.05M
|
133K
$3.09M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
125K+ 38.13% |
$5.26M - $5.99M
|
454K
$10.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
118K+ 7.07% |
$4.95M - $5.65M
|
1.79M
$41.6M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
117KNew |
$4.93M - $5.61M
|
117K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
104KNew |
$4.37M - $4.98M
|
104K
$2.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
97.7K+ 253.86% |
$4.1M - $4.67M
|
136K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96.9K+ 950.29% |
$4.06M - $4.63M
|
107K
$2.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
90.1K+ 22.09% |
$3.78M - $4.31M
|
498K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
87KNew |
$3.65M - $4.16M
|
87K
$2.02M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
82.2KNew |
$3.45M - $3.93M
|
82.2K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
80.3K+ 10.75% |
$3.37M - $3.84M
|
828K
$19.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
78.8K+ 67.55% |
$3.3M - $3.77M
|
195K
$4.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
78.3K+ 5.43% |
$3.29M - $3.75M
|
1.52M
$35.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
72.6KNew |
$3.04M - $3.47M
|
72.6K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71K+ 498.26% |
$2.98M - $3.4M
|
85.3K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
70.2KNew |
$2.95M - $3.36M
|
70.2K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.5KNew |
$2.91M - $3.32M
|
69.5K
$1.62M
|