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 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-55- 0.07% |
$2.31K - $2.63K
|
83.7K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-57- 0.33% |
$2.39K - $2.73K
|
17.3K
$383K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-63- 0.79% |
$2.64K - $3.01K
|
7.9K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-65- 0.24% |
$2.73K - $3.11K
|
27.1K
$600K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-69- 5.0% |
$2.89K - $3.3K
|
1.31K
$29K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-80- 0.21% |
$3.36K - $3.82K
|
37.2K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-91- 1.19% |
$3.82K - $4.35K
|
7.56K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-96- 0.34% |
$4.03K - $4.59K
|
28.1K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-98- 0.01% |
$4.11K - $4.69K
|
729K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 26.18% |
$4.19K - $4.78K
|
282
$6.24K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-106- 1.92% |
$4.45K - $5.07K
|
5.42K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 8.07% |
$4.7K - $5.35K
|
1.28K
$28.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-113- 0.81% |
$4.74K - $5.4K
|
13.9K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-116- 0.04% |
$4.87K - $5.55K
|
325K
$7.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-120- 0.49% |
$5.03K - $5.74K
|
24.3K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-132- 11.64% |
$5.54K - $6.31K
|
1K
$22.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-135- 0.98% |
$5.66K - $6.45K
|
13.7K
$302K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-135- 2.67% |
$5.66K - $6.45K
|
4.92K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-137- 1.47% |
$5.75K - $6.55K
|
9.16K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-142- 2.73% |
$5.96K - $6.79K
|
5.05K
$112K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-143- 1.47% |
$6K - $6.84K
|
9.62K
$213K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-148- 1.48% |
$6.21K - $7.08K
|
9.84K
$218K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-160- 0.18% |
$6.71K - $7.65K
|
87.7K
$1.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-163- 7.31% |
$6.84K - $7.79K
|
2.07K
$45.7K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-187- 2.43% |
$7.84K - $8.94K
|
7.52K
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-189- 2.15% |
$7.93K - $9.04K
|
8.62K
$191K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-193- 0.35% |
$8.09K - $9.23K
|
55.6K
$1.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-196- 0.17% |
$8.22K - $9.37K
|
113K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-198- 1.76% |
$8.3K - $9.47K
|
11K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-200- 1.08% |
$8.39K - $9.56K
|
18.3K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-205- 0.69% |
$8.6K - $9.8K
|
29.6K
$654K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-209- 3.27% |
$8.77K - $9.99K
|
6.19K
$137K
|
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-209- 4.16% |
$8.77K - $9.99K
|
4.81K
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-212- 1.07% |
$8.89K - $10.1K
|
19.6K
$433K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-220- 5.18% |
$9.23K - $10.5K
|
4.02K
$89K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-224- 1.59% |
$9.39K - $10.7K
|
13.9K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-228- 0.39% |
$9.56K - $10.9K
|
58.7K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-230- 0.12% |
$9.65K - $11K
|
196K
$4.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-235- 0.71% |
$9.86K - $11.2K
|
32.8K
$726K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-237- 4.8% |
$9.94K - $11.3K
|
4.7K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-239- 1.11% |
$10K - $11.4K
|
21.4K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 1.32% |
$10.1K - $11.6K
|
18.1K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 1.32% |
$10.1K - $11.6K
|
18.1K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-247- 3.99% |
$10.4K - $11.8K
|
5.94K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-254- 0.94% |
$10.7K - $12.1K
|
26.8K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-255- 42.71% |
$10.7K - $12.2K
|
342
$7.56K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-255- 1.28% |
$10.7K - $12.2K
|
19.7K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-259- 1.52% |
$10.9K - $12.4K
|
16.8K
$372K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-272- 4.75% |
$11.4K - $13K
|
5.46K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-273- 35.36% |
$11.4K - $13.1K
|
499
$11K
|