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 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.76K+ 5.77% |
$73.8K - $84.1K
|
32.3K
$751K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.74K+ 20.74% |
$72.8K - $83K
|
10.1K
$235K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.72K+ 1.1% |
$72.1K - $82.2K
|
158K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.71K+ 1.86% |
$71.8K - $81.8K
|
93.6K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.63K+ 2.7% |
$68.5K - $78.1K
|
62.1K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.63K+ 21.51% |
$68.3K - $77.9K
|
9.2K
$214K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$65.1K - $74.2K
|
1.55K
$36.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.55K+ 2.71% |
$64.8K - $73.9K
|
58.5K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 3.22% |
$62.9K - $71.7K
|
48K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.49K+ 2.7% |
$62.6K - $71.3K
|
56.7K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46K+ 2.15% |
$61.4K - $69.9K
|
69.6K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.41K+ 14.28% |
$59.3K - $67.6K
|
11.3K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.41KNew |
$59.1K - $67.4K
|
1.41K
$32.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
1.39K+ 5.22% |
$58.2K - $66.3K
|
28K
$651K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 1.14% |
$56.5K - $64.4K
|
120K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.34K+ 17.82% |
$56.3K - $64.2K
|
8.88K
$207K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.31K+ 17.24% |
$54.9K - $62.5K
|
8.89K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.3K+ 0.13% |
$54.6K - $62.2K
|
1.03M
$23.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29K+ 12.09% |
$54.3K - $61.9K
|
12K
$279K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.27K+ 0.67% |
$53.3K - $60.8K
|
192K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.27K+ 1.62% |
$53.1K - $60.6K
|
79.6K
$1.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.26K+ 296.7% |
$52.8K - $60.1K
|
1.68K
$39.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.25K+ 0.17% |
$52.6K - $59.9K
|
755K
$17.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.25K+ 6.19% |
$52.4K - $59.8K
|
21.4K
$499K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.25K+ 16.54% |
$52.2K - $59.5K
|
8.77K
$204K
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
1.23K+ 0.46% |
$51.6K - $58.8K
|
271K
$6.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.22KNew |
$51.3K - $58.5K
|
1.22K
$28.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.19K+ 1.82% |
$50K - $57K
|
66.7K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.19K+ 4.0% |
$49.9K - $56.9K
|
30.9K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.19K+ 2.64% |
$49.7K - $56.7K
|
46.1K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.17K+ 1.53% |
$49.2K - $56.1K
|
77.9K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 3.5% |
$49.2K - $56K
|
34.7K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.05K+ 3.59% |
$44.1K - $50.2K
|
30.3K
$705K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.05K+ 0.8% |
$44K - $50.2K
|
132K
$3.07M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
986+ 2.1% |
$41.4K - $47.1K
|
47.9K
$1.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
959+ 3.32% |
$40.2K - $45.8K
|
29.8K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
955+ 0.27% |
$40.1K - $45.7K
|
360K
$8.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
943+ 16.04% |
$39.5K - $45.1K
|
6.82K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
928+ 1.06% |
$38.9K - $44.4K
|
88.2K
$2.05M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
913+ 3.19% |
$38.3K - $43.7K
|
29.5K
$687K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
904+ 216.27% |
$37.9K - $43.2K
|
1.32K
$30.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
880+ 463.16% |
$36.9K - $42.1K
|
1.07K
$24.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
850+ 2.46% |
$35.6K - $40.6K
|
35.4K
$824K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
839New |
$35.2K - $40.1K
|
839
$19.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
804New |
$33.7K - $38.4K
|
804
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
800New |
$33.6K - $38.2K
|
800
$18.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
792New |
$33.2K - $37.9K
|
792
$18.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
731+ 35.23% |
$30.7K - $34.9K
|
2.81K
$65.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
730New |
$30.6K - $34.9K
|
730
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
726+ 1.16% |
$30.4K - $34.7K
|
63.5K
$1.48M
|