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 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-883- 1.61% |
$37K - $42.2K
|
54.1K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-897- 7.16% |
$37.6K - $42.9K
|
11.6K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-924- 1.35% |
$38.8K - $44.2K
|
67.4K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-930- 11.43% |
$39K - $44.5K
|
7.2K
$159K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-954- 3.78% |
$40K - $45.6K
|
24.3K
$537K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-962- 1.04% |
$40.3K - $46K
|
91.6K
$2.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-966- 1.12% |
$40.5K - $46.2K
|
85.4K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-988- 1.63% |
$41.4K - $47.2K
|
59.5K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-989- 49.9% |
$41.5K - $47.3K
|
993
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1K- 4.86% |
$41.9K - $47.8K
|
19.6K
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-1K- 16.67% |
$41.9K - $47.8K
|
5K
$111K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1K- 1.02% |
$42K - $47.9K
|
97K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.02K- 5.8% |
$42.8K - $48.8K
|
16.6K
$366K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.02K- 3.74% |
$42.8K - $48.8K
|
26.3K
$582K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.03K- 1.99% |
$43.1K - $49.1K
|
50.5K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 8.82% |
$44K - $50.1K
|
10.8K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.06K- 4.12% |
$44.4K - $50.6K
|
24.6K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.07K- 4.12% |
$44.7K - $51K
|
24.8K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.08K- 3.75% |
$45.2K - $51.5K
|
27.7K
$612K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.13K- 9.89% |
$47.2K - $53.8K
|
10.2K
$227K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.14K- 4.48% |
$47.7K - $54.4K
|
24.3K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.16K- 4.1% |
$48.4K - $55.2K
|
27K
$598K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.17K- 19.97% |
$48.9K - $55.8K
|
4.68K
$103K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.17K- 3.65% |
$49K - $55.9K
|
30.9K
$683K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.19K- 1.9% |
$49.7K - $56.7K
|
61.2K
$1.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.26K- 8.09% |
$53K - $60.4K
|
14.4K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 0.38% |
$53.3K - $60.8K
|
336K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.28K- 22.08% |
$53.8K - $61.3K
|
4.53K
$100K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.29K- 7.68% |
$53.9K - $61.5K
|
15.5K
$342K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.29K- 3.82% |
$54.1K - $61.6K
|
32.5K
$717K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.29K- 0.5% |
$54.2K - $61.8K
|
255K
$5.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.3K- 12.64% |
$54.3K - $61.9K
|
8.95K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.31K- 0.82% |
$54.9K - $62.5K
|
158K
$3.5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.32K- 6.92% |
$55.5K - $63.3K
|
17.8K
$394K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.36K- 5.09% |
$56.8K - $64.8K
|
25.2K
$558K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 5.6% |
$60.1K - $68.5K
|
24.1K
$534K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 0.83% |
$60.8K - $69.3K
|
172K
$3.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.45K- 11.98% |
$61K - $69.5K
|
10.7K
$236K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 1.62% |
$62.2K - $70.9K
|
90K
$1.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.55K- 5.36% |
$64.8K - $73.9K
|
27.3K
$603K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 0.93% |
$65.7K - $74.9K
|
167K
$3.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.69K- 22.72% |
$70.7K - $80.6K
|
5.73K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.69K- 3.52% |
$70.8K - $80.7K
|
46.3K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.72K- 1.78% |
$72K - $82K
|
94.7K
$2.09M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-1.72K- 5.98% |
$72.1K - $82.2K
|
27.1K
$598K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.73K- 2.56% |
$72.5K - $82.7K
|
65.8K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.73K- 6.12% |
$72.7K - $82.9K
|
26.6K
$588K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.75K- 1.9% |
$73.4K - $83.6K
|
90.1K
$1.99M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 16.42% |
$74.7K - $85.1K
|
9.06K
$200K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.79K- 14.58% |
$74.9K - $85.4K
|
10.5K
$232K
|