Purchases and Sales Made in Q2 2023 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 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 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-645- 2.6% |
$30.4K - $33.3K
|
24.1K
$549K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-646- 5.86% |
$30.4K - $33.4K
|
10.4K
$236K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-668- 0.3% |
$31.4K - $34.5K
|
223K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-678- 1.42% |
$31.9K - $35.1K
|
47.2K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-706- 5.09% |
$33.2K - $36.5K
|
13.2K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-724- 4.95% |
$34.1K - $37.4K
|
13.9K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-751- 7.87% |
$35.4K - $38.8K
|
8.79K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-766- 2.74% |
$36.1K - $39.6K
|
27.2K
$618K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-769- 2.87% |
$36.2K - $39.8K
|
26K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-804- 1.21% |
$37.9K - $41.6K
|
65.4K
$1.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-810- 10.37% |
$38.1K - $41.9K
|
7K
$159K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-873- 3.65% |
$41.1K - $45.1K
|
23.1K
$524K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-900- 1.55% |
$42.4K - $46.5K
|
57K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-911- 1.36% |
$42.9K - $47.1K
|
66.2K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-916- 5.78% |
$43.1K - $47.4K
|
14.9K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-956- 0.52% |
$45K - $49.4K
|
184K
$4.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-962- 1.83% |
$45.3K - $49.7K
|
51.5K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-969- 4.95% |
$45.6K - $50.1K
|
18.6K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-980- 8.75% |
$46.1K - $50.7K
|
10.2K
$232K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.01K- 2.0% |
$47.4K - $52K
|
49.3K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.01K- 2.0% |
$47.4K - $52K
|
49.3K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.02K- 2.53% |
$47.8K - $52.5K
|
39.2K
$890K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 26.83% |
$48.1K - $52.8K
|
2.79K
$63.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 5.84% |
$48.2K - $52.9K
|
16.5K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.51% |
$49.6K - $54.4K
|
41K
$931K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.25% |
$49.6K - $54.5K
|
83.4K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.07K- 1.4% |
$50.3K - $55.3K
|
75.4K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.09K- 12.5% |
$51.3K - $56.3K
|
7.62K
$173K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 12.66% |
$51.9K - $57K
|
7.6K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.11K- 5.99% |
$52.3K - $57.4K
|
17.4K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.11K- 9.26% |
$52.3K - $57.4K
|
10.9K
$247K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.12K- 1.48% |
$52.9K - $58.1K
|
74.6K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.13K- 6.55% |
$53.2K - $58.4K
|
16.1K
$366K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.18K- 4.4% |
$55.4K - $60.8K
|
25.5K
$580K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.18K- 23.12% |
$55.7K - $61.2K
|
3.93K
$89.5K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.18K- 23.12% |
$55.7K - $61.2K
|
3.93K
$89.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.18K- 4.18% |
$55.7K - $61.2K
|
27.1K
$617K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.2K- 0.99% |
$56.3K - $61.8K
|
120K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.22K- 5.86% |
$57.4K - $63K
|
19.6K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 18.24% |
$57.6K - $63.2K
|
5.48K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 9.22% |
$58K - $63.7K
|
12.1K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 5.31% |
$59.8K - $65.7K
|
22.6K
$515K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.35K- 2.62% |
$63.6K - $69.8K
|
50.2K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.35K- 1.12% |
$63.6K - $69.8K
|
119K
$2.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.37K- 22.15% |
$64.5K - $70.9K
|
4.82K
$110K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.38K- 2.5% |
$65K - $71.3K
|
53.9K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 3.81% |
$65.4K - $71.8K
|
35.1K
$798K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.44K- 3.19% |
$67.9K - $74.6K
|
43.8K
$996K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.5K- 2.04% |
$70.5K - $77.4K
|
71.9K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 0.55% |
$71.1K - $78.1K
|
274K
$6.22M
|