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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.51% |
$126 - $143
|
592
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.06% |
$126 - $143
|
4.89K
$114K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$126 - $143
|
572
$13.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$126 - $143
|
18.3K
$426K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$126 - $143
|
4.59K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.53% |
$126 - $143
|
568
$13.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$83.9 - $95.6
|
10.3K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.28% |
$83.9 - $95.6
|
715
$16.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.61% |
$83.9 - $95.6
|
331
$7.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.42% |
$83.9 - $95.6
|
474
$11K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.01% |
$83.9 - $95.6
|
14.4K
$335K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.5% |
$83.9 - $95.6
|
405
$9.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.03% |
$83.9 - $95.6
|
6.83K
$159K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$83.9 - $95.6
|
541
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.3% |
$83.9 - $95.6
|
666
$15.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.04% |
$83.9 - $95.6
|
4.76K
$111K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.43% |
$83.9 - $95.6
|
472
$11K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
2+ 0.03% |
$83.9 - $95.6
|
7.35K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
4.89K
$114K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$41.9 - $47.8
|
367K
$8.53M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
6.09K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
6.51K
$151K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
5.24K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.3% |
$41.9 - $47.8
|
329
$7.65K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$41.9 - $47.8
|
329
$7.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.27% |
$41.9 - $47.8
|
45
$1.05K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.17% |
$41.9 - $47.8
|
598
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.02% |
$41.9 - $47.8
|
5.89K
$137K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
SELL
|
- |
-2- 0.04% |
$83.9 - $95.6
|
5.65K
$131K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-3- 0.01% |
$126 - $143
|
45.3K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-4- 0.02% |
$168 - $191
|
17K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.03% |
$168 - $191
|
11.9K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 0.63% |
$168 - $191
|
627
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-9- 0.14% |
$377 - $430
|
6.46K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10- 0.12% |
$419 - $478
|
8K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-17- 0.01% |
$713 - $813
|
148K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-25- 0.12% |
$1.05K - $1.2K
|
21K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25- 0.04% |
$1.05K - $1.2K
|
63.6K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25- 0.29% |
$1.05K - $1.2K
|
8.48K
$197K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 0.19% |
$1.13K - $1.29K
|
14K
$326K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-28- 1.13% |
$1.17K - $1.34K
|
2.45K
$56.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.04% |
$1.22K - $1.39K
|
79.5K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-30- 8.06% |
$1.26K - $1.43K
|
342
$7.95K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-31- 0.27% |
$1.3K - $1.48K
|
11.3K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-34- 0.07% |
$1.43K - $1.63K
|
50.8K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-35- 0.06% |
$1.47K - $1.67K
|
57.2K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-44- 0.2% |
$1.85K - $2.1K
|
21.7K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-47- 0.49% |
$1.97K - $2.25K
|
9.62K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-53- 0.26% |
$2.22K - $2.53K
|
20.3K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-53- 0.86% |
$2.22K - $2.53K
|
6.1K
$142K
|