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
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
67.1K+ 18.55% |
$2.81M - $3.21M
|
429K
$9.98M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
62.4KNew |
$2.62M - $2.98M
|
62.4K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59.6K+ 6.02% |
$2.5M - $2.85M
|
1.05M
$24.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
58.3K+ 56.82% |
$2.44M - $2.79M
|
161K
$3.74M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57.4KNew |
$2.41M - $2.74M
|
57.4K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
54.8K+ 8.59% |
$2.3M - $2.62M
|
693K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
53.1KNew |
$2.23M - $2.54M
|
53.1K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
49.7K+ 50.8% |
$2.08M - $2.38M
|
148K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47K+ 11.03% |
$1.97M - $2.25M
|
473K
$11M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45.8KNew |
$1.92M - $2.19M
|
45.8K
$1.06M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
44.4K+ 7.5% |
$1.86M - $2.12M
|
637K
$14.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
42.3K+ 59.36% |
$1.77M - $2.02M
|
113K
$2.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
41.6KNew |
$1.74M - $1.99M
|
41.6K
$968K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
41K+ 16.6% |
$1.72M - $1.96M
|
288K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
40.7K+ 84.66% |
$1.71M - $1.95M
|
88.8K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
39.8K+ 38.25% |
$1.67M - $1.9M
|
144K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
35.2K+ 1.67% |
$1.47M - $1.68M
|
2.14M
$49.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
34.8KNew |
$1.46M - $1.67M
|
34.8K
$810K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33.8KNew |
$1.42M - $1.61M
|
33.8K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.1K+ 6.72% |
$1.39M - $1.58M
|
526K
$12.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31.9K+ 402.54% |
$1.34M - $1.52M
|
39.8K
$925K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.1K+ 43.02% |
$1.3M - $1.49M
|
103K
$2.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
30KNew |
$1.26M - $1.44M
|
30K
$698K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
29.7KNew |
$1.25M - $1.42M
|
29.7K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
29.3K+ 3.85% |
$1.23M - $1.4M
|
788K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
28.8K+ 222.54% |
$1.21M - $1.38M
|
41.7K
$970K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
27.3K+ 25.01% |
$1.15M - $1.31M
|
137K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.3K+ 67.29% |
$1.1M - $1.26M
|
65.4K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26K+ 35.06% |
$1.09M - $1.24M
|
100K
$2.33M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
25.2K+ 168.43% |
$1.06M - $1.2M
|
40.1K
$933K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
24.9KNew |
$1.05M - $1.19M
|
24.9K
$580K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.2KNew |
$1.01M - $1.15M
|
24.2K
$562K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
23.1KNew |
$971K - $1.11M
|
23.1K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 4.15% |
$969K - $1.1M
|
580K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3KNew |
$936K - $1.07M
|
22.3K
$519K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
22.3K+ 153.11% |
$935K - $1.07M
|
36.8K
$857K
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
22.3K+ 2.54% |
$935K - $1.07M
|
900K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.2KNew |
$930K - $1.06M
|
22.2K
$516K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21.7K+ 4.17% |
$910K - $1.04M
|
541K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.1K+ 123.23% |
$841K - $959K
|
36.3K
$845K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
20K+ 163.29% |
$840K - $958K
|
32.3K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20K+ 19.29% |
$840K - $957K
|
124K
$2.88M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20K+ 19.11% |
$839K - $956K
|
125K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
17.2K+ 1.13% |
$723K - $825K
|
1.55M
$36M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 20.07% |
$714K - $814K
|
102K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9KNew |
$711K - $810K
|
16.9K
$394K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$706K - $805K
|
16.8K
$392K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
16.4KNew |
$687K - $783K
|
16.4K
$381K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.3K+ 26.35% |
$683K - $779K
|
78.1K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 4.66% |
$679K - $774K
|
363K
$8.45M
|