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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110K- 33.11% |
$4.62M - $5.27M
|
222K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-144K- 21.67% |
$6.04M - $6.88M
|
520K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-172K- 2.32% |
$7.23M - $8.24M
|
7.24M
$168M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-182K- 19.76% |
$7.64M - $8.71M
|
740K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-274K- 44.35% |
$11.5M - $13.1M
|
344K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-486K- 9.17% |
$20.4M - $23.2M
|
4.81M
$112M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-45.4M- 99.98% |
$1.91B - $2.17B
|
7.91K
$184K
|