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 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 10.61% |
$552K - $629K
|
111K
$2.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14K- 5.23% |
$585K - $667K
|
253K
$5.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-15.5K- 15.9% |
$652K - $743K
|
82.2K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.6K- 10.01% |
$653K - $744K
|
140K
$3.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15.6K- 25.3% |
$656K - $748K
|
46.2K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
SELL
|
- |
-15.8K- 8.07% |
$663K - $756K
|
180K
$4.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-17.7K- 0.84% |
$741K - $845K
|
2.08M
$48.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-17.9K- 4.01% |
$752K - $857K
|
429K
$9.98M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 1.94% |
$837K - $954K
|
1.01M
$23.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-20.4K- 7.01% |
$855K - $975K
|
270K
$6.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-20.6K- 78.81% |
$863K - $983K
|
5.53K
$129K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-20.6K- 7.45% |
$864K - $985K
|
256K
$5.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20.7K- 12.49% |
$868K - $989K
|
145K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-20.9K- 3.52% |
$878K - $1M
|
574K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-22.2K- 22.46% |
$931K - $1.06M
|
76.6K
$1.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-22.4K- 6.16% |
$939K - $1.07M
|
341K
$7.93M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6K- 11.55% |
$950K - $1.08M
|
173K
$4.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-22.8K- 7.53% |
$956K - $1.09M
|
280K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-23.4KClosed |
$980K - $1.12M
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-24K- 9.76% |
$1.01M - $1.15M
|
222K
$5.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-24.2K- 11.37% |
$1.01M - $1.16M
|
188K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-24.3K- 58.49% |
$1.02M - $1.16M
|
17.2K
$401K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.8K- 44.3% |
$1.08M - $1.23M
|
32.5K
$755K
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-26K- 66.11% |
$1.09M - $1.24M
|
13.3K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 3.35% |
$1.13M - $1.29M
|
775K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.3K- 58.51% |
$1.19M - $1.35M
|
20.1K
$467K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-28.4K- 17.7% |
$1.19M - $1.36M
|
132K
$3.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28.5K- 1.26% |
$1.2M - $1.36M
|
2.23M
$51.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-28.6K- 0.72% |
$1.2M - $1.37M
|
3.92M
$91.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32.7K- 50.0% |
$1.37M - $1.56M
|
32.7K
$761K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-36.2K- 1.76% |
$1.52M - $1.73M
|
2.02M
$46.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-38.1K- 63.84% |
$1.6M - $1.82M
|
21.6K
$502K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-41.1K- 1.89% |
$1.72M - $1.97M
|
2.14M
$49.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-41.3K- 92.99% |
$1.73M - $1.98M
|
3.12K
$72.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-45.2K- 35.09% |
$1.9M - $2.16M
|
83.6K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.8K- 29.9% |
$1.92M - $2.19M
|
107K
$2.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-48K- 64.9% |
$2.01M - $2.3M
|
26K
$604K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-48.4K- 4.53% |
$2.03M - $2.31M
|
1.02M
$23.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51.2K- 87.2% |
$2.15M - $2.45M
|
7.51K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.7K- 73.48% |
$2.17M - $2.47M
|
18.7K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-53.7K- 2.22% |
$2.25M - $2.57M
|
2.37M
$55M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-69.4K- 74.07% |
$2.91M - $3.32M
|
24.3K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.6K- 99.95% |
$3.13M - $3.57M
|
35
$814
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-81.4K- 5.9% |
$3.41M - $3.89M
|
1.3M
$30.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-86.1K- 82.6% |
$3.61M - $4.11M
|
18.1K
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-86.2K- 24.72% |
$3.62M - $4.12M
|
263K
$6.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
SELL
|
- |
-88.6K- 3.6% |
$3.71M - $4.23M
|
2.37M
$55.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93.3K- 7.9% |
$3.91M - $4.46M
|
1.09M
$25.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-99.1K- 5.37% |
$4.16M - $4.74M
|
1.75M
$40.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-100K- 24.16% |
$4.19M - $4.78M
|
314K
$7.3M
|