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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$676K - $771K
|
16.1K
$375K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.1K+ 78.49% |
$675K - $769K
|
36.6K
$851K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
15.6K+ 285.66% |
$654K - $746K
|
21.1K
$490K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.4KNew |
$644K - $734K
|
15.4K
$357K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8K+ 10.46% |
$619K - $705K
|
156K
$3.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
14.6KNew |
$613K - $699K
|
14.6K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 99.81% |
$590K - $673K
|
28.2K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 32.92% |
$580K - $661K
|
55.8K
$1.3M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 32.92% |
$580K - $661K
|
55.8K
$1.3M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13.3K+ 7.39% |
$557K - $635K
|
193K
$4.49M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
13.3KNew |
$557K - $634K
|
13.3K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
13.2K+ 8.95% |
$554K - $631K
|
161K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12.9K+ 4.38% |
$539K - $615K
|
306K
$7.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
12.6K+ 3.6% |
$528K - $602K
|
362K
$8.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12.3KNew |
$514K - $586K
|
12.3K
$285K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
12.2K+ 14.34% |
$510K - $582K
|
97K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12.1K+ 1.23% |
$509K - $580K
|
997K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 40.67% |
$475K - $542K
|
39.2K
$912K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
11.3K+ 1.79% |
$474K - $541K
|
644K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
11.1K+ 3.31% |
$467K - $533K
|
348K
$8.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11K+ 108.37% |
$463K - $528K
|
21.2K
$494K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
11K+ 1.27% |
$462K - $526K
|
879K
$20.5M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
10.8K+ 185.32% |
$451K - $515K
|
16.6K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
10.4K+ 7.85% |
$436K - $497K
|
143K
$3.32M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10.3KNew |
$433K - $494K
|
10.3K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.2KNew |
$426K - $485K
|
10.2K
$236K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10.1K+ 2.11% |
$423K - $482K
|
488K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
10K+ 27.83% |
$421K - $480K
|
46.1K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.65K+ 2.3% |
$405K - $461K
|
429K
$9.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9.61K+ 3.1% |
$403K - $460K
|
319K
$7.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.59K+ 11.71% |
$402K - $458K
|
91.5K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.45K+ 677.22% |
$397K - $452K
|
10.9K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.43K+ 4.07% |
$396K - $451K
|
241K
$5.62M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9.16K+ 4.68% |
$384K - $438K
|
205K
$4.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
9.14KNew |
$383K - $437K
|
9.14K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.9KNew |
$373K - $426K
|
8.9K
$207K
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
8.78K+ 33.27% |
$368K - $420K
|
35.2K
$818K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
8.38K+ 35.15% |
$351K - $401K
|
32.2K
$749K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.22KNew |
$345K - $393K
|
8.22K
$191K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.09K+ 151.3% |
$339K - $387K
|
13.4K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.09KNew |
$339K - $387K
|
8.09K
$188K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8.07KNew |
$339K - $386K
|
8.07K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.07K+ 15.23% |
$338K - $386K
|
61K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.92K+ 16.71% |
$332K - $378K
|
55.3K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.89K+ 3.07% |
$331K - $377K
|
265K
$6.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.74KNew |
$324K - $370K
|
7.74K
$180K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.57KNew |
$318K - $362K
|
7.57K
$176K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
7.21KNew |
$302K - $345K
|
7.21K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.11KNew |
$298K - $340K
|
7.11K
$165K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.04KNew |
$295K - $336K
|
7.04K
$164K
|