Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1.1K
New
$51.9K - $57K
1.1K $24.8K
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
1.08K
+ 41.48%
$50.8K - $55.8K
3.68K $82.8K
Aug 08, 2023 Q2 2023
Rollins Financial

BUY
 -
1.06K
+ 13.75%
$49.9K - $54.8K
8.76K $197K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
1.05K
+ 1.21%
$49.6K - $54.4K
88.3K $1.99M
Aug 04, 2023 Q2 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
1.05K
+ 16.88%
$49.5K - $54.4K
7.29K $164K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.01K
+ 101000.0%
$47.6K - $52.2K
1.01K $22.7K
Aug 07, 2023 Q2 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
973
+ 0.31%
$45.8K - $50.3K
314K $7.05M
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
971
+ 2.05%
$45.7K - $50.2K
48.2K $1.09M
Aug 11, 2023 Q2 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
967
+ 0.1%
$45.5K - $50K
1.01M $22.8M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
945
+ 5.18%
$44.5K - $48.9K
19.2K $431K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
911
+ 4.84%
$42.9K - $47.1K
19.7K $444K
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
906
+ 0.45%
$42.7K - $46.8K
204K $4.58M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
891
+ 1.43%
$41.9K - $46.1K
63.3K $1.42M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
852
+ 0.66%
$40.1K - $44K
130K $2.93M
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
784
+ 8.39%
$36.9K - $40.5K
10.1K $228K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
739
+ 4.38%
$34.8K - $38.2K
17.6K $396K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
724
New
$34.1K - $37.4K
724 $16.3K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
723
+ 1446.0%
$34K - $37.4K
773 $17.4K
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
708
+ 7.72%
$33.3K - $36.6K
9.88K $222K
Aug 16, 2023 Q2 2023
Goepper Burkhardt LLC

BUY
 -
702
+ 0.2%
$33.1K - $36.3K
353K $7.93M
Aug 09, 2023 Q2 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
700
New
$33K - $36.2K
700 $15.8K
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
680
+ 8.79%
$32K - $35.2K
8.41K $189K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
680
+ 19.47%
$32K - $35.2K
4.17K $93.9K
Aug 09, 2023 Q2 2023
Hendershot Investments Inc.

BUY
 -
665
+ 2.48%
$31.3K - $34.4K
27.4K $617K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
655
+ 17.14%
$30.8K - $33.9K
4.48K $101K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
645
+ 15.06%
$30.4K - $33.3K
4.93K $111K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
633
+ 0.51%
$29.8K - $32.7K
126K $2.83M
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
625
+ 6.77%
$29.4K - $32.3K
9.86K $222K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
612
+ 2.5%
$28.8K - $31.6K
25.1K $565K
Jul 31, 2023 Q2 2023
Callahan Advisors, LLC

BUY
 -
609
+ 3.81%
$28.7K - $31.5K
16.6K $374K
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
607
+ 4.75%
$28.6K - $31.4K
13.4K $301K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
589
+ 1.62%
$27.7K - $30.5K
37K $833K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
528
+ 2.18%
$24.9K - $27.3K
24.8K $558K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
524
+ 0.1%
$24.7K - $27.1K
519K $11.7M
Jul 12, 2023 Q2 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
509
+ 10.66%
$24K - $26.3K
5.29K $119K
Jul 14, 2023 Q2 2023
Bond & Devick Financial Network, Inc.

BUY
 -
509
+ 0.39%
$24K - $26.3K
132K $2.96M
Feb 16, 2024 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
507
+ 3.79%
$23.9K - $26.2K
13.9K $312K
Jul 28, 2023 Q2 2023
Morling Financial Advisors, LLC

BUY
 -
503
+ 2.16%
$23.7K - $26K
23.8K $536K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
485
+ 3.0%
$22.8K - $25.1K
16.7K $375K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
478
+ 1.61%
$22.5K - $24.7K
30.2K $679K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
450
+ 0.53%
$21.2K - $23.3K
84.7K $1.91M
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
442
+ 22100.0%
$20.8K - $22.9K
444 $9.99K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
436
+ 0.46%
$20.5K - $22.5K
94.4K $2.12M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
435
+ 0.13%
$20.5K - $22.5K
340K $7.64M
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
415
+ 66.19%
$19.5K - $21.5K
1.04K $23.4K
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
395
+ 2.62%
$18.6K - $20.4K
15.5K $348K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
394
+ 6.46%
$18.5K - $20.4K
6.49K $146K
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
389
+ 1.08%
$18.3K - $20.1K
36.4K $819K
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
381
+ 5.27%
$17.9K - $19.7K
7.61K $171K

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB