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
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-284- 1.17% |
$11.9K - $13.6K
|
24K
$531K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-298- 1.85% |
$12.5K - $14.2K
|
15.8K
$349K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-298- 2.32% |
$12.5K - $14.2K
|
12.5K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-331- 4.1% |
$13.9K - $15.8K
|
7.73K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-332- 1.27% |
$13.9K - $15.9K
|
25.7K
$569K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-336- 0.64% |
$14.1K - $16.1K
|
52.2K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-370- 2.0% |
$15.5K - $17.7K
|
18.2K
$402K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-373- 3.39% |
$15.6K - $17.8K
|
10.6K
$235K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-375- 1.06% |
$15.7K - $17.9K
|
34.8K
$770K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-375- 6.88% |
$15.7K - $17.9K
|
5.08K
$112K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-388- 1.52% |
$16.3K - $18.6K
|
25.2K
$557K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-406- 0.8% |
$17K - $19.4K
|
50.2K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-414- 1.94% |
$17.4K - $19.8K
|
20.9K
$462K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-418- 3.6% |
$17.5K - $20K
|
11.2K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 0.49% |
$17.6K - $20K
|
84.4K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-432- 2.51% |
$18.1K - $20.7K
|
16.8K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-432- 6.81% |
$18.1K - $20.7K
|
5.91K
$131K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-443- 1.3% |
$18.6K - $21.2K
|
33.6K
$742K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-499- 2.6% |
$20.9K - $23.9K
|
18.7K
$414K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-499- 1.1% |
$20.9K - $23.9K
|
44.8K
$991K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-526- 6.86% |
$22.1K - $25.1K
|
7.14K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-526- 4.97% |
$22.1K - $25.1K
|
10.1K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-549- 1.56% |
$23K - $26.2K
|
34.8K
$768K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 0.38% |
$23.1K - $26.3K
|
143K
$3.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-550- 4.41% |
$23.1K - $26.3K
|
11.9K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-565- 1.26% |
$23.7K - $27K
|
44.2K
$977K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-570- 2.77% |
$23.9K - $27.3K
|
20K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-586- 9.0% |
$24.6K - $28K
|
5.92K
$131K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-591- 2.42% |
$24.8K - $28.3K
|
23.9K
$527K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 1.21% |
$25.2K - $28.7K
|
49.1K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-602- 5.09% |
$25.2K - $28.8K
|
11.2K
$248K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-630- 3.23% |
$26.4K - $30.1K
|
18.9K
$417K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-634- 3.36% |
$26.6K - $30.3K
|
18.2K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-644- 8.25% |
$27K - $30.8K
|
7.16K
$158K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-650- 10.78% |
$27.3K - $31.1K
|
5.38K
$119K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-675- 1.25% |
$28.3K - $32.3K
|
53.1K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-716- 3.71% |
$30K - $34.2K
|
18.6K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-719- 11.55% |
$30.2K - $34.4K
|
5.51K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-720- 0.79% |
$30.2K - $34.4K
|
90K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-750- 2.48% |
$31.5K - $35.9K
|
29.5K
$652K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-752- 2.48% |
$31.5K - $36K
|
29.6K
$655K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-757- 1.79% |
$31.7K - $36.2K
|
41.6K
$920K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-761- 7.91% |
$31.9K - $36.4K
|
8.86K
$196K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-792- 9.51% |
$33.2K - $37.9K
|
7.54K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-812- 0.23% |
$34.1K - $38.8K
|
350K
$7.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-852- 10.16% |
$35.7K - $40.7K
|
7.53K
$167K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-866- 6.56% |
$36.3K - $41.4K
|
12.3K
$273K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-874- 6.68% |
$36.7K - $41.8K
|
12.2K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-876- 8.75% |
$36.7K - $41.9K
|
9.14K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-882- 11.12% |
$37K - $42.2K
|
7.05K
$156K
|