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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
719+ 2.7% |
$30.2K - $34.4K
|
27.4K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
708+ 6.9% |
$29.7K - $33.8K
|
11K
$255K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
707+ 1.95% |
$29.7K - $33.8K
|
36.9K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
704+ 1.65% |
$29.5K - $33.7K
|
43.4K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
700+ 175.0% |
$29.4K - $33.5K
|
1.1K
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 1.31% |
$29.4K - $33.5K
|
54.1K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
699+ 11.92% |
$29.3K - $33.4K
|
6.57K
$153K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
654New |
$27.4K - $31.3K
|
654
$15.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
643+ 4.46% |
$27K - $30.7K
|
15.1K
$351K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
638New |
$26.8K - $30.5K
|
638
$14.8K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
627+ 2.9% |
$26.3K - $30K
|
22.3K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
624+ 10.8% |
$26.2K - $29.8K
|
6.4K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
600+ 0.96% |
$25.2K - $28.7K
|
63K
$1.46M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
581+ 1.81% |
$24.4K - $27.8K
|
32.7K
$761K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
575+ 0.41% |
$24.1K - $27.5K
|
142K
$3.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
564+ 3.65% |
$23.7K - $27K
|
16K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
538New |
$22.6K - $25.7K
|
538
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
530+ 4.28% |
$22.2K - $25.3K
|
12.9K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
513New |
$21.5K - $24.5K
|
513
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
506+ 52.49% |
$21.2K - $24.2K
|
1.47K
$34.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
501+ 1.57% |
$21K - $24K
|
32.5K
$755K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
499+ 1.34% |
$20.9K - $23.9K
|
37.6K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
485+ 0.84% |
$20.3K - $23.2K
|
57.9K
$1.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
485+ 3.22% |
$20.3K - $23.2K
|
15.6K
$362K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
464+ 0.7% |
$19.5K - $22.2K
|
66.4K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
464New |
$19.5K - $22.2K
|
464
$10.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
460New |
$19.3K - $22K
|
460
$10.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
460+ 2.63% |
$19.3K - $22K
|
18K
$418K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
454+ 1.86% |
$19K - $21.7K
|
24.9K
$578K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
446+ 0.51% |
$18.7K - $21.3K
|
87.6K
$2.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
443+ 2.63% |
$18.6K - $21.2K
|
17.3K
$402K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
428+ 5.48% |
$18K - $20.5K
|
8.24K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
414+ 0.49% |
$17.4K - $19.8K
|
85.1K
$1.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
407+ 3.19% |
$17.1K - $19.5K
|
13.1K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
391+ 0.25% |
$16.4K - $18.7K
|
158K
$3.68M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
355+ 4.21% |
$14.9K - $17K
|
8.8K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
354+ 100.0% |
$14.8K - $16.9K
|
708
$16.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
335+ 7.55% |
$14K - $16K
|
4.77K
$111K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
316New |
$13.3K - $15.1K
|
316
$7.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
306+ 0.73% |
$12.8K - $14.6K
|
42.1K
$980K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
303+ 1.03% |
$12.7K - $14.5K
|
29.8K
$692K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
296+ 2.47% |
$12.4K - $14.2K
|
12.3K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
290+ 4.35% |
$12.2K - $13.9K
|
6.96K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
283+ 0.5% |
$11.9K - $13.5K
|
57K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
273+ 0.62% |
$11.4K - $13.1K
|
44.6K
$1.04M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
259+ 1.05% |
$10.9K - $12.4K
|
25K
$582K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
259New |
$10.9K - $12.4K
|
259
$6.02K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
258New |
$10.8K - $12.3K
|
258
$6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
247+ 2.01% |
$10.4K - $11.8K
|
12.5K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
245+ 1.07% |
$10.3K - $11.7K
|
23.2K
$540K
|