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 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.8K- 1.34% |
$132K - $145K
|
206K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.81K- 11.62% |
$132K - $145K
|
21.4K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.92K- 1.84% |
$137K - $151K
|
155K
$3.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.95K- 5.23% |
$139K - $152K
|
53.4K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 1.37% |
$140K - $154K
|
215K
$4.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.03K- 1.5% |
$143K - $157K
|
199K
$4.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3.1K- 2.81% |
$146K - $160K
|
107K
$2.44M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 43.62% |
$148K - $162K
|
4.06K
$92.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.16K- 19.3% |
$149K - $163K
|
13.2K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.18K- 5.89% |
$150K - $164K
|
50.8K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.18K- 0.87% |
$150K - $164K
|
364K
$8.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 0.36% |
$152K - $167K
|
892K
$20.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.25K- 17.17% |
$153K - $168K
|
15.7K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-3.26K- 21.41% |
$154K - $169K
|
12K
$272K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.3K- 11.05% |
$155K - $171K
|
26.6K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.46K- 88.75% |
$163K - $179K
|
439
$9.98K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.48K- 2.67% |
$164K - $180K
|
127K
$2.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.53K- 3.81% |
$166K - $182K
|
88.9K
$2.02M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.63K- 2.57% |
$171K - $188K
|
137K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.78K- 4.2% |
$178K - $195K
|
86.2K
$1.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.79K- 2.63% |
$178K - $196K
|
140K
$3.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.85K- 20.13% |
$181K - $199K
|
15.3K
$348K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.85K- 7.59% |
$181K - $199K
|
46.9K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.87K- 1.14% |
$182K - $200K
|
336K
$7.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.03K- 14.1% |
$190K - $208K
|
24.5K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.04K- 21.17% |
$190K - $209K
|
15K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-4.05K- 1.59% |
$191K - $210K
|
250K
$5.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-4.07K- 0.18% |
$192K - $210K
|
2.31M
$52.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.14K- 5.24% |
$195K - $214K
|
74.8K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-4.28K- 6.98% |
$201K - $221K
|
57K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.28K- 18.83% |
$202K - $221K
|
18.5K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-4.3K- 3.6% |
$203K - $223K
|
115K
$2.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.33K- 1.34% |
$204K - $224K
|
319K
$7.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.43K- 14.3% |
$208K - $229K
|
26.5K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.51K- 5.4% |
$212K - $233K
|
79K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.53K- 1.85% |
$213K - $234K
|
241K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.6K- 9.12% |
$217K - $238K
|
45.8K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.64K- 3.84% |
$219K - $240K
|
116K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.84K- 19.9% |
$228K - $250K
|
19.5K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.86K- 15.06% |
$229K - $251K
|
27.4K
$623K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.94K- 2.87% |
$232K - $255K
|
167K
$3.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-5.21K- 8.93% |
$245K - $269K
|
53.1K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.29K- 3.36% |
$249K - $274K
|
152K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-5.3K- 5.89% |
$250K - $274K
|
84.7K
$1.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.49K- 11.3% |
$258K - $284K
|
43K
$979K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-5.61K- 22.11% |
$264K - $290K
|
19.7K
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.11K- 45.23% |
$288K - $316K
|
7.4K
$168K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14K- 5.28% |
$289K - $317K
|
110K
$2.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.27K- 1.41% |
$295K - $324K
|
439K
$9.99M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.27K- 1.41% |
$295K - $324K
|
439K
$9.99M
|