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 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
6.96KNew |
$292K - $333K
|
6.96K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.94K+ 0.46% |
$291K - $332K
|
1.52M
$33.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$287K - $327K
|
6.84K
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.76KNew |
$284K - $323K
|
6.76K
$150K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.59KNew |
$277K - $315K
|
6.59K
$146K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
6.51K+ 6.86% |
$273K - $311K
|
101K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.27KNew |
$263K - $300K
|
6.27K
$139K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
6.2K+ 1.28% |
$260K - $296K
|
489K
$10.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 12.89% |
$251K - $286K
|
52.4K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.97K+ 15.83% |
$251K - $286K
|
43.7K
$966K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.9KNew |
$247K - $282K
|
5.9K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.89KNew |
$247K - $282K
|
5.89K
$130K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.86KNew |
$246K - $280K
|
5.86K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.8K+ 164.51% |
$243K - $277K
|
9.33K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$242K - $276K
|
5.77K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
5.68K+ 7.75% |
$238K - $271K
|
78.9K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.6K+ 19.51% |
$235K - $268K
|
34.3K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.56KNew |
$233K - $266K
|
5.56K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
5.55K+ 9.04% |
$233K - $265K
|
67K
$1.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.37K+ 45.02% |
$225K - $257K
|
17.3K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.34KNew |
$224K - $255K
|
5.34K
$118K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.32KNew |
$223K - $255K
|
5.32K
$118K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.28KNew |
$221K - $252K
|
5.28K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.22KNew |
$219K - $250K
|
5.22K
$115K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
5.11KNew |
$214K - $244K
|
5.11K
$113K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.1KNew |
$214K - $244K
|
5.1K
$113K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
5.09KNew |
$213K - $243K
|
5.09K
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.05KNew |
$212K - $242K
|
5.05K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.04KNew |
$211K - $241K
|
5.04K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.03K+ 73.33% |
$211K - $240K
|
11.9K
$263K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.01KNew |
$210K - $239K
|
5.01K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
4.9KNew |
$205K - $234K
|
4.9K
$108K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.9KNew |
$205K - $234K
|
4.9K
$108K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.82KNew |
$202K - $231K
|
4.82K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.81K+ 1.77% |
$202K - $230K
|
276K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.74KNew |
$199K - $227K
|
4.74K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.69KNew |
$197K - $224K
|
4.69K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.69KNew |
$197K - $224K
|
4.69K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
4.66KNew |
$196K - $223K
|
4.66K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.64KNew |
$195K - $222K
|
4.64K
$103K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.64KNew |
$195K - $222K
|
4.64K
$103K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.61K+ 1.22% |
$194K - $221K
|
384K
$8.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.61KNew |
$193K - $220K
|
4.61K
$102K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.61KNew |
$193K - $220K
|
4.61K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.6K+ 8.09% |
$193K - $220K
|
61.4K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.6KNew |
$193K - $220K
|
4.6K
$102K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
4.59KNew |
$193K - $220K
|
4.59K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.58K+ 12.37% |
$192K - $219K
|
41.6K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.51KNew |
$189K - $216K
|
4.51K
$99.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
4.51K+ 7.23% |
$189K - $216K
|
66.9K
$1.48M
|