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
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4.34K+ 1.35% |
$182K - $207K
|
326K
$7.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.15K+ 5.7% |
$174K - $198K
|
77K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
4.12K+ 0.76% |
$173K - $197K
|
547K
$12.1M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.07K+ 349.1% |
$171K - $194K
|
5.23K
$116K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.04K+ 22.82% |
$169K - $193K
|
21.7K
$480K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.01K+ 10.0% |
$168K - $192K
|
44.2K
$976K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.95K+ 2.29% |
$166K - $189K
|
176K
$3.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
3.9K+ 18.43% |
$164K - $187K
|
25.1K
$555K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.82K+ 54.28% |
$160K - $183K
|
10.9K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
3.79K+ 25.7% |
$159K - $181K
|
18.5K
$409K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.75K+ 2.95% |
$157K - $179K
|
131K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 4.61% |
$154K - $176K
|
83.6K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.64K+ 7.04% |
$153K - $174K
|
55.3K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 2.06% |
$151K - $172K
|
178K
$3.93M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.35K+ 25.36% |
$140K - $160K
|
16.6K
$366K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.32K+ 3.27% |
$139K - $159K
|
105K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3.32K+ 83.0% |
$139K - $158K
|
7.31K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.15K+ 10.19% |
$132K - $151K
|
34.1K
$753K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$132K - $150K
|
3.14K
$69.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.12K+ 0.8% |
$131K - $149K
|
393K
$8.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.11K+ 3.5% |
$130K - $149K
|
91.9K
$2.03M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.04KNew |
$127K - $145K
|
3.04K
$67.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 3.69% |
$118K - $134K
|
79K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.8K+ 8.04% |
$118K - $134K
|
37.7K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.67K+ 13.52% |
$112K - $128K
|
22.4K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.62K+ 1.49% |
$110K - $125K
|
178K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.48K+ 27.75% |
$104K - $118K
|
11.4K
$252K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.43K+ 4.56% |
$102K - $116K
|
55.8K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.42K+ 2.9% |
$101K - $115K
|
85.7K
$1.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.41K+ 6.09% |
$101K - $115K
|
42K
$929K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.34K+ 18.59% |
$98.1K - $112K
|
14.9K
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.3K+ 54.99% |
$96.5K - $110K
|
6.49K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.3K+ 7.55% |
$96.3K - $110K
|
32.7K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.27K+ 3.02% |
$95.2K - $109K
|
77.4K
$1.71M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.25K+ 3.6% |
$94.4K - $108K
|
64.8K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.25KNew |
$94.4K - $108K
|
2.25K
$49.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.24K+ 10.23% |
$94.1K - $107K
|
24.2K
$535K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.23K+ 13.14% |
$93.5K - $107K
|
19.2K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 1.15% |
$91.2K - $104K
|
191K
$4.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.16K+ 4.59% |
$90.6K - $103K
|
49.2K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.15K+ 2.55% |
$90K - $103K
|
86.2K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.14K+ 0.43% |
$89.9K - $102K
|
497K
$11M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 29.64% |
$85.4K - $97.3K
|
8.91K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2.03K+ 8.81% |
$85.1K - $97.1K
|
25.1K
$554K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.02KNew |
$84.8K - $96.7K
|
2.02K
$44.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 26.32% |
$79.5K - $90.6K
|
9.1K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.86KNew |
$78.1K - $89K
|
1.86K
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.84K+ 2.11% |
$77.3K - $88.1K
|
89.3K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.83K+ 1.97% |
$76.6K - $87.3K
|
94.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.77K+ 13.59% |
$74.1K - $84.5K
|
14.8K
$327K
|