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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.63K- 3.61% |
$194K - $222K
|
124K
$2.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.68K- 5.55% |
$196K - $224K
|
79.6K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-4.7K- 5.72% |
$197K - $225K
|
77.5K
$1.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-4.8K- 4.11% |
$201K - $230K
|
112K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.84K- 10.67% |
$203K - $231K
|
40.5K
$896K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.85K- 29.34% |
$203K - $232K
|
11.7K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.93K- 9.77% |
$207K - $236K
|
45.5K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-5.07K- 19.26% |
$212K - $242K
|
21.2K
$470K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.12K- 8.86% |
$215K - $245K
|
52.7K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.32K- 2.99% |
$223K - $254K
|
172K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.54K- 3.28% |
$232K - $265K
|
163K
$3.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.68K- 4.15% |
$238K - $272K
|
131K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.69K- 5.04% |
$239K - $272K
|
107K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.85K- 10.94% |
$245K - $280K
|
47.6K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.03K- 20.62% |
$253K - $288K
|
23.2K
$513K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-6.03K- 6.73% |
$253K - $288K
|
83.7K
$1.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-6.1K- 5.13% |
$256K - $292K
|
113K
$2.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.2K- 22.08% |
$260K - $297K
|
21.9K
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-6.37K- 2.81% |
$267K - $304K
|
220K
$4.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.51K- 4.29% |
$273K - $311K
|
145K
$3.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.58K- 12.91% |
$276K - $315K
|
44.4K
$982K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-6.64K- 11.48% |
$278K - $317K
|
51.2K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6.69K- 9.05% |
$280K - $320K
|
67.2K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-6.75K- 6.23% |
$283K - $322K
|
102K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.77K- 2.79% |
$284K - $324K
|
236K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.81K- 5.95% |
$286K - $326K
|
108K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.69K- 54.63% |
$322K - $367K
|
6.38K
$141K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.81K- 25.58% |
$327K - $373K
|
22.7K
$502K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.92K- 2.62% |
$332K - $378K
|
294K
$6.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.3K- 1.57% |
$348K - $397K
|
519K
$11.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.44K- 12.8% |
$354K - $404K
|
57.5K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-8.5K- 4.33% |
$356K - $406K
|
187K
$4.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8.78K- 3.67% |
$368K - $420K
|
231K
$5.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.15K- 8.93% |
$384K - $437K
|
93.3K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.87K- 57.57% |
$414K - $472K
|
7.27K
$161K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-9.92K- 35.25% |
$416K - $474K
|
18.2K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10K- 44.64% |
$419K - $478K
|
12.4K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-10.1K- 0.74% |
$425K - $485K
|
1.37M
$30.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-10.2K- 10.56% |
$428K - $488K
|
86.5K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-10.7K- 36.07% |
$450K - $512K
|
19K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-10.9K- 9.39% |
$456K - $520K
|
105K
$2.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.5K- 14.29% |
$480K - $548K
|
68.7K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11.7K- 13.22% |
$489K - $558K
|
76.5K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.8K- 16.18% |
$495K - $565K
|
61.2K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-12K- 51.9% |
$504K - $574K
|
11.1K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-12.5K- 18.13% |
$523K - $596K
|
56.2K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.5K- 63.78% |
$524K - $597K
|
7.09K
$157K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-13.1K- 21.8% |
$551K - $628K
|
47.1K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 10.61% |
$552K - $629K
|
111K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14K- 5.23% |
$585K - $667K
|
253K
$5.59M
|