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 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
17.5K+ 3.76% |
$826K - $907K
|
484K
$9.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17.2K+ 10.53% |
$808K - $887K
|
180K
$3.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17.2K+ 10.53% |
$808K - $887K
|
180K
$3.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16.4K+ 2.5% |
$772K - $847K
|
672K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.2K+ 365.32% |
$761K - $836K
|
20.6K
$417K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16K+ 5.07% |
$753K - $827K
|
331K
$6.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
15.4K+ 87.71% |
$723K - $794K
|
32.9K
$666K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
15.1KNew |
$709K - $778K
|
15.1K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
14.2KNew |
$666K - $732K
|
14.2K
$287K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 311.13% |
$641K - $704K
|
18K
$364K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 311.13% |
$641K - $704K
|
18K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 3.99% |
$630K - $691K
|
348K
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 15.42% |
$596K - $655K
|
94.8K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$595K - $653K
|
12.6K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
12.6K+ 26.46% |
$593K - $651K
|
60.2K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 5.32% |
$592K - $650K
|
249K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
12.3K+ 10.17% |
$578K - $635K
|
133K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
12.3K+ 0.5% |
$578K - $635K
|
2.45M
$49.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12K+ 4.33% |
$566K - $621K
|
290K
$5.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 4.16% |
$563K - $619K
|
299K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.8K+ 4.5% |
$554K - $608K
|
273K
$5.53M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11.4K+ 3.73% |
$539K - $592K
|
318K
$6.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.2K+ 13.01% |
$528K - $580K
|
97.4K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
11.1K+ 0.52% |
$523K - $575K
|
2.14M
$43.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
11K+ 21.57% |
$517K - $568K
|
61.9K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 7.44% |
$517K - $568K
|
158K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$485K - $532K
|
10.3K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
9.92K+ 157.8% |
$467K - $513K
|
16.2K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.9K+ 71.64% |
$466K - $512K
|
23.7K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
9.75KNew |
$459K - $504K
|
9.75K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.74K+ 5.43% |
$458K - $503K
|
189K
$3.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.61K+ 10.02% |
$453K - $497K
|
106K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.55K+ 3.65% |
$449K - $494K
|
271K
$5.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
9.51K+ 1.3% |
$448K - $492K
|
740K
$15M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
9.43K+ 1626.55% |
$444K - $488K
|
10K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
9.29K+ 13.46% |
$437K - $480K
|
78.3K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.21K+ 12.28% |
$434K - $476K
|
84.2K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.1KNew |
$428K - $470K
|
9.1K
$184K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9.03K+ 1.77% |
$425K - $467K
|
520K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.97KNew |
$422K - $463K
|
8.97K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.94K+ 23.03% |
$421K - $462K
|
47.7K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.85K+ 53.03% |
$417K - $458K
|
25.5K
$517K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
8.66KNew |
$408K - $448K
|
8.66K
$175K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8.43K+ 2.36% |
$397K - $436K
|
366K
$7.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.31KNew |
$391K - $429K
|
8.31K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 101.23% |
$386K - $424K
|
16.3K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.11K+ 16.77% |
$382K - $419K
|
56.4K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.9KNew |
$372K - $408K
|
7.9K
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.9K+ 3.03% |
$372K - $408K
|
268K
$5.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.89K+ 1.78% |
$371K - $408K
|
451K
$9.13M
|