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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 0.03% |
$1.55K - $1.77K
|
109K
$2.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
35+ 0.37% |
$1.47K - $1.67K
|
9.61K
$213K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
30+ 0.34% |
$1.26K - $1.43K
|
8.95K
$198K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
29+ 0.35% |
$1.22K - $1.39K
|
8.37K
$185K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.45% |
$1.22K - $1.39K
|
6.45K
$143K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
26+ 0.45% |
$1.09K - $1.24K
|
5.82K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$1.05K - $1.2K
|
5.51K
$122K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25+ 0.46% |
$1.05K - $1.2K
|
5.45K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24+ 0.84% |
$1.01K - $1.15K
|
2.88K
$63.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 0.84% |
$1.01K - $1.15K
|
2.88K
$63.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
24+ 5.7% |
$1.01K - $1.15K
|
445
$9.84K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
23+ 0.27% |
$965 - $1.1K
|
8.47K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
22+ 0.45% |
$923 - $1.05K
|
4.92K
$109K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22+ 0.53% |
$923 - $1.05K
|
4.17K
$92.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.18% |
$881 - $1K
|
11.8K
$260K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20+ 0.09% |
$839 - $956
|
23.5K
$519K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
20+ 0.37% |
$839 - $956
|
5.45K
$120K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
19+ 0.02% |
$797 - $908
|
84.7K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18+ 0.43% |
$755 - $861
|
4.16K
$92.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
18+ 0.06% |
$755 - $861
|
30.4K
$672K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
18+ 0.16% |
$755 - $861
|
11.3K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.4% |
$671 - $765
|
3.98K
$87.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15+ 0.02% |
$629 - $717
|
68.1K
$1.51M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 0.53% |
$629 - $717
|
2.83K
$62.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
14+ 0.26% |
$587 - $669
|
5.33K
$118K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
13+ 0.37% |
$545 - $622
|
3.57K
$78.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.05% |
$503 - $574
|
25.2K
$557K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
11+ 0.05% |
$461 - $526
|
22.5K
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
11+ 0.07% |
$461 - $526
|
16.1K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11+ 0.03% |
$461 - $526
|
34K
$751K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.21% |
$461 - $526
|
5.3K
$117K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
10+ 0.11% |
$419 - $478
|
9.32K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
10+ 0.07% |
$419 - $478
|
14.4K
$317K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 0.12% |
$419 - $478
|
8.21K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10New |
$419 - $478
|
10
$221
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$336 - $382
|
7.05K
$156K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$294 - $335
|
8.53K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.02% |
$294 - $335
|
34.4K
$760K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$252 - $287
|
5.67K
$125K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6New |
$252 - $287
|
6
$133
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 0.49% |
$210 - $239
|
1.02K
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.06% |
$210 - $239
|
8.94K
$198K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 4.35% |
$210 - $239
|
120
$2.65K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.04% |
$168 - $191
|
9.04K
$200K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.35% |
$168 - $191
|
1.16K
$25.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$168 - $191
|
4
$88.4
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.01% |
$168 - $191
|
67.7K
$1.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$168 - $191
|
4
$88.4
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 0.57% |
$168 - $191
|
704
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.53% |
$126 - $143
|
568
$12.6K
|