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 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21.1K- 25.45% |
$991K - $1.09M
|
61.7K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 1.38% |
$1.08M - $1.18M
|
1.64M
$36.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-23.8K- 12.27% |
$1.12M - $1.23M
|
171K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.7K- 8.19% |
$1.16M - $1.28M
|
277K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.3K- 5.0% |
$1.19M - $1.31M
|
481K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-25.9K- 28.09% |
$1.22M - $1.34M
|
66.4K
$1.49M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 84.26% |
$1.29M - $1.42M
|
5.13K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-29.8K- 59.53% |
$1.4M - $1.54M
|
20.3K
$456K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-31.8K- 17.81% |
$1.5M - $1.64M
|
147K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32.3K- 86.03% |
$1.52M - $1.67M
|
5.25K
$118K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-38.6K- 1.59% |
$1.82M - $2M
|
2.39M
$53.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.5K- 5.07% |
$1.91M - $2.09M
|
759K
$17.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-41K- 36.87% |
$1.93M - $2.12M
|
70.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.3K- 3.43% |
$2.04M - $2.24M
|
1.22M
$27.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.6K- 8.47% |
$2.19M - $2.41M
|
503K
$11.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.7K- 22.33% |
$2.24M - $2.46M
|
166K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49.3K- 5.14% |
$2.32M - $2.55M
|
910K
$20.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-51.6K- 15.42% |
$2.43M - $2.67M
|
283K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52.9K- 97.89% |
$2.49M - $2.73M
|
1.14K
$25.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.6K- 87.58% |
$2.85M - $3.13M
|
8.6K
$193K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-62.3K- 14.69% |
$2.93M - $3.22M
|
362K
$8.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-79.1K- 85.45% |
$3.72M - $4.09M
|
13.5K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-81.5K- 3.75% |
$3.84M - $4.21M
|
2.09M
$47.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82.6K- 8.05% |
$3.89M - $4.27M
|
943K
$21.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-83.3K- 52.95% |
$3.92M - $4.31M
|
74K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-91.3K- 99.69% |
$4.3M - $4.72M
|
285
$6.41K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-91.5K- 14.85% |
$4.31M - $4.73M
|
525K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-102K- 10.88% |
$4.78M - $5.25M
|
832K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-147K- 3.29% |
$6.93M - $7.61M
|
4.32M
$97.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-152K- 3.88% |
$7.17M - $7.87M
|
3.77M
$84.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-216K- 3.03% |
$10.1M - $11.1M
|
6.9M
$155M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-307K- 39.75% |
$14.4M - $15.9M
|
465K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.16M- 52.12% |
$54.4M - $59.7M
|
1.06M
$23.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.48M- 5.71% |
$69.6M - $76.4M
|
24.4M
$549M
|