Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q2 2023. 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
Aug 28, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
651K
New
$30.6M - $33.7M
651K $14.4M
Aug 04, 2023 Q2 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
601K
+ 20.15%
$28.3M - $31.1M
3.58M $79.3M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
346K
+ 139.86%
$16.3M - $17.9M
593K $13.1M
Jul 17, 2023 Q2 2023
Hengehold Capital Management LLC

BUY
 -
345K
+ 14.24%
$16.3M - $17.8M
2.77M $61.2M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
187K
+ 996.47%
$8.78M - $9.64M
205K $4.54M
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
124K
+ 15.64%
$5.86M - $6.43M
920K $20.3M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
121K
+ 258.09%
$5.68M - $6.24M
167K $3.7M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
111K
New
$5.23M - $5.75M
111K $2.46M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
108K
+ 7.37%
$5.08M - $5.58M
1.57M $34.8M
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
96.4K
+ 37.39%
$4.54M - $4.99M
354K $7.84M
Jul 25, 2023 Q2 2023
Wt Wealth Management

BUY
 -
89.6K
+ 35.31%
$4.22M - $4.63M
343K $7.59M
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
64.6K
New
$3.04M - $3.34M
64.6K $1.43M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
58.2K
+ 8.28%
$2.74M - $3.01M
761K $16.8M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
56.3K
+ 95.9%
$2.65M - $2.91M
115K $2.54M
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
50.2K
+ 8.78%
$2.36M - $2.59M
622K $13.7M
Aug 10, 2023 Q2 2023
Libra Wealth LLC

BUY
 -
49.6K
+ 28.33%
$2.33M - $2.56M
225K $4.97M
Aug 04, 2023 Q2 2023
Tanglewood Wealth Management, Inc.

BUY
 -
47K
+ 21.94%
$2.21M - $2.43M
261K $5.77M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
46.8K
New
$2.2M - $2.42M
46.8K $1.04M
Jul 28, 2023 Q2 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
45.7K
+ 605.44%
$2.15M - $2.36M
53.3K $1.18M
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
45.4K
+ 2.25%
$2.14M - $2.35M
2.07M $45.7M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
44.4K
+ 1013.99%
$2.09M - $2.29M
48.7K $1.08M
Jul 14, 2023 Q2 2023
Financial Designs Corp

Claremont, CA
BUY
 -
43.3K
+ 54.23%
$2.04M - $2.24M
123K $2.72M
Jul 28, 2023 Q2 2023
Socha Financial Group, LLC

Corning, NY
BUY
 -
43.2K
+ 4.77%
$2.03M - $2.23M
949K $21M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
42.8K
New
$2.01M - $2.21M
42.8K $946K
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
41K
+ 7.76%
$1.93M - $2.12M
569K $12.6M
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

BUY
 -
39.5K
+ 13.0%
$1.86M - $2.04M
343K $7.58M
Jul 31, 2023 Q2 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
39.2K
+ 24.07%
$1.85M - $2.03M
202K $4.47M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
39K
New
$1.84M - $2.02M
39K $862K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
38.5K
+ 40.06%
$1.81M - $1.99M
134K $2.97M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
37.8K
New
$1.78M - $1.96M
37.8K $837K
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
37.4K
New
$1.76M - $1.94M
37.4K $828K
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
37.2K
+ 4.15%
$1.75M - $1.92M
932K $20.6M
Jul 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
36.4K
+ 2.07%
$1.71M - $1.88M
1.8M $39.7M
Aug 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
35.1K
+ 8.0%
$1.65M - $1.81M
474K $10.5M
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
33.2K
+ 61.75%
$1.56M - $1.72M
87K $1.92M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
32.9K
+ 32.5%
$1.55M - $1.7M
134K $2.97M
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
28.2K
New
$1.33M - $1.46M
28.2K $623K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
27K
+ 41.07%
$1.27M - $1.4M
92.8K $2.05M
Aug 09, 2023 Q2 2023
Barden Capital Management, Inc.

BUY
 -
25.5K
New
$1.2M - $1.32M
25.5K $563K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
25.2K
+ 65.97%
$1.19M - $1.3M
63.5K $1.4M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
25.1K
+ 6.65%
$1.18M - $1.3M
403K $8.91M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
25.1K
+ 323.84%
$1.18M - $1.3M
32.9K $727K
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

BUY
 -
24.8K
+ 2.83%
$1.17M - $1.28M
904K $20M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
22.8K
+ 1.54%
$1.07M - $1.18M
1.5M $33.2M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.2K
+ 2.07%
$998K - $1.1M
1.04M $23.1M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
20.6K
+ 40.1%
$968K - $1.06M
71.9K $1.59M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
19.8K
+ 3.38%
$930K - $1.02M
604K $13.4M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
18.3K
New
$863K - $948K
18.3K $405K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
17.5K
+ 3.76%
$826K - $907K
484K $10.7M

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