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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.48K- 30.58% |
$305K - $335K
|
14.7K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-6.68K- 2.05% |
$315K - $345K
|
319K
$7.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.88K- 20.24% |
$324K - $356K
|
27.1K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-7.1K- 8.57% |
$334K - $367K
|
75.7K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.34K- 0.65% |
$346K - $379K
|
1.12M
$25.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.37K- 4.05% |
$347K - $381K
|
175K
$3.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.55K- 36.96% |
$355K - $390K
|
12.9K
$293K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.62K- 1.42% |
$359K - $394K
|
530K
$12.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.7K- 4.87% |
$362K - $398K
|
150K
$3.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.8K- 3.02% |
$367K - $403K
|
250K
$5.69M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.85K- 94.53% |
$370K - $406K
|
454
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.24K- 61.34% |
$388K - $426K
|
5.19K
$118K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8.28K- 5.08% |
$390K - $428K
|
155K
$3.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-8.45K- 0.86% |
$398K - $437K
|
977K
$22.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.51K- 2.44% |
$401K - $440K
|
340K
$7.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.57K- 9.69% |
$404K - $443K
|
79.9K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.6K- 14.26% |
$405K - $444K
|
51.7K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.61K- 11.07% |
$405K - $445K
|
69.1K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9.13K- 26.84% |
$430K - $472K
|
24.9K
$566K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.21K- 50.52% |
$433K - $476K
|
9.02K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.71K- 6.17% |
$457K - $502K
|
148K
$3.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.89K- 1.56% |
$466K - $512K
|
626K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-10K- 4.15% |
$473K - $519K
|
232K
$5.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 2.49% |
$474K - $521K
|
394K
$8.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.4K- 2.46% |
$488K - $536K
|
411K
$9.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5K- 32.13% |
$495K - $544K
|
22.2K
$505K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-10.8K- 47.62% |
$507K - $557K
|
11.8K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-11.2K- 9.11% |
$527K - $578K
|
112K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-11.3K- 14.66% |
$533K - $586K
|
65.9K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11.6K- 1.03% |
$547K - $601K
|
1.11M
$25.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-11.8K- 51.7% |
$557K - $612K
|
11.1K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.3K- 7.64% |
$579K - $636K
|
149K
$3.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.6K- 3.28% |
$592K - $651K
|
372K
$8.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12.8K- 8.16% |
$600K - $659K
|
144K
$3.27M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14.6K- 7.73% |
$687K - $754K
|
174K
$3.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-14.6K- 5.46% |
$687K - $754K
|
253K
$5.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-15.2K- 17.93% |
$713K - $783K
|
69.4K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-15.7K- 1.96% |
$739K - $811K
|
784K
$17.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-15.8K- 25.02% |
$744K - $817K
|
47.4K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-16.2K- 26.17% |
$764K - $839K
|
45.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.6K- 9.94% |
$781K - $857K
|
150K
$3.42M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.6K- 9.94% |
$781K - $857K
|
150K
$3.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-17.2K- 0.78% |
$810K - $889K
|
2.18M
$49.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-18.1K- 14.49% |
$854K - $938K
|
107K
$2.43M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-18.9K- 2.15% |
$889K - $976K
|
857K
$19.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-19.1K- 7.84% |
$901K - $989K
|
225K
$5.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21.1K- 25.45% |
$991K - $1.09M
|
61.7K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 1.38% |
$1.08M - $1.18M
|
1.64M
$37.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-23.8K- 12.27% |
$1.12M - $1.23M
|
171K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.7K- 8.19% |
$1.16M - $1.28M
|
277K
$6.29M
|