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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.79K- 14.58% |
$74.9K - $85.4K
|
10.5K
$244K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.81K- 2.68% |
$75.8K - $86.4K
|
65.5K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 17.99% |
$76.9K - $87.7K
|
8.36K
$194K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.86K- 5.21% |
$77.9K - $88.8K
|
33.8K
$786K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.95K- 1.56% |
$81.9K - $93.4K
|
123K
$2.87M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 5.32% |
$83.5K - $95.1K
|
35.4K
$824K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.99K- 8.12% |
$83.5K - $95.2K
|
22.5K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2K- 19.61% |
$83.8K - $95.6K
|
8.2K
$191K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.02K- 2.85% |
$84.7K - $96.6K
|
68.8K
$1.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.08K- 15.0% |
$87.4K - $99.6K
|
11.8K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.1K- 3.63% |
$88.2K - $101K
|
55.8K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.13K- 5.03% |
$89.1K - $102K
|
40.2K
$934K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.17K- 2.75% |
$90.9K - $104K
|
76.6K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.21K- 0.23% |
$92.5K - $105K
|
955K
$22.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.22K- 1.93% |
$92.9K - $106K
|
113K
$2.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.23K- 0.91% |
$93.4K - $106K
|
241K
$5.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-2.23K- 1.66% |
$93.6K - $107K
|
132K
$3.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.24K- 33.35% |
$94K - $107K
|
4.48K
$104K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.34K- 16.84% |
$98.2K - $112K
|
11.6K
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.34K- 4.66% |
$98.2K - $112K
|
48K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.34KClosed |
$98.3K - $112K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.36K- 31.15% |
$98.8K - $113K
|
5.2K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.36K- 5.78% |
$99.1K - $113K
|
38.6K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.43K- 7.95% |
$102K - $116K
|
28.1K
$653K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.45K- 10.27% |
$103K - $117K
|
21.4K
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 6.3% |
$103K - $117K
|
36.5K
$849K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.47K- 4.65% |
$104K - $118K
|
50.7K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.65K- 99.29% |
$111K - $127K
|
19
$442
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-2.67K- 14.27% |
$112K - $128K
|
16K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.7K- 1.65% |
$113K - $129K
|
161K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.7K- 1.65% |
$113K - $129K
|
161K
$3.75M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-2.86K- 0.33% |
$120K - $136K
|
857K
$19.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.12K- 27.63% |
$131K - $149K
|
8.17K
$190K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-3.24K- 5.11% |
$136K - $155K
|
60.1K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.27K- 15.7% |
$137K - $156K
|
17.6K
$408K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 1.51% |
$137K - $156K
|
213K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 5.42% |
$137K - $157K
|
57.1K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.35K- 3.73% |
$141K - $160K
|
86.6K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.39K- 11.31% |
$142K - $162K
|
26.6K
$618K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.41K- 20.89% |
$143K - $163K
|
12.9K
$300K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.43K- 7.06% |
$144K - $164K
|
45.1K
$1.05M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.51K- 0.96% |
$147K - $168K
|
362K
$8.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.52K- 32.35% |
$148K - $168K
|
7.36K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.52K- 88.32% |
$148K - $168K
|
466
$10.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.55K- 1.29% |
$149K - $170K
|
271K
$6.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-3.77K- 0.17% |
$158K - $180K
|
2.16M
$50.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.02K- 11.53% |
$169K - $192K
|
30.9K
$718K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.06K- 0.9% |
$170K - $194K
|
445K
$10.3M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.06K- 0.9% |
$170K - $194K
|
445K
$10.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-4.1K- 50.76% |
$172K - $196K
|
3.98K
$92.5K
|