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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
360
+ 0.08%
$16.9K - $18.6K
474K $10.7M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
354
+ 0.31%
$16.7K - $18.3K
113K $2.54M
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
333
+ 6.19%
$15.7K - $17.2K
5.71K $129K
Aug 03, 2023 Q2 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
328
+ 1.52%
$15.4K - $17K
22K $494K
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
326
+ 1.25%
$15.3K - $16.9K
26.3K $593K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
302
+ 36.52%
$14.2K - $15.6K
1.13K $25.4K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
300
+ 1.55%
$14.1K - $15.5K
19.7K $443K
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
293
+ 0.94%
$13.8K - $15.1K
31.6K $711K
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
290
+ 1.46%
$13.7K - $15K
20.2K $454K
Jul 20, 2023 Q2 2023
Mason & Associates Inc

BUY
 -
278
+ 1.91%
$13.1K - $14.4K
14.8K $333K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
276
+ 0.85%
$13K - $14.3K
32.8K $737K
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
261
New
$12.3K - $13.5K
261 $5.87K
Aug 03, 2023 Q2 2023
Washburn Capital Management, Inc.

BUY
 -
251
+ 2.69%
$11.8K - $13K
9.58K $216K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
246
+ 0.27%
$11.6K - $12.7K
91K $2.05M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
234
+ 2.45%
$11K - $12.1K
9.77K $220K
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
233
+ 0.04%
$11K - $12K
543K $12.2M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
224
+ 3.61%
$10.5K - $11.6K
6.43K $145K
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
222
+ 1.1%
$10.5K - $11.5K
20.3K $457K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
221
+ 1.8%
$10.4K - $11.4K
12.5K $281K
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
209
+ 0.2%
$9.84K - $10.8K
103K $2.33M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
208
+ 0.19%
$9.79K - $10.8K
109K $2.46M
Jul 06, 2023 Q2 2023
Moseley Investment Management Inc

BUY
 -
200
+ 3.74%
$9.42K - $10.3K
5.55K $125K
Jul 10, 2023 Q2 2023
Thompson Investment Management, Inc.

BUY
 -
200
New
$9.42K - $10.3K
200 $4.5K
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
197
+ 2.39%
$9.27K - $10.2K
8.44K $190K
Jul 13, 2023 Q2 2023
Sawgrass Asset Management LLC

BUY
 -
190
+ 0.33%
$8.95K - $9.82K
57.6K $1.3M
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

BUY
 -
189
+ 0.4%
$8.9K - $9.77K
47.3K $1.06M
Aug 14, 2023 Q2 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
187
+ 11.32%
$8.8K - $9.67K
1.84K $41.4K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
186
New
$8.76K - $9.62K
186 $4.19K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
172
+ 1.17%
$8.1K - $8.89K
14.9K $336K
Apr 02, 2024 Q2 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
162
+ 0.28%
$7.63K - $8.38K
57.6K $1.3M
Aug 14, 2023 Q2 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
160
+ 0.47%
$7.53K - $8.27K
34.5K $777K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
160
New
$7.53K - $8.27K
160 $3.6K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
154
+ 1.46%
$7.25K - $7.96K
10.7K $241K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
152
+ 10.17%
$7.16K - $7.86K
1.65K $37K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
150
+ 6.96%
$7.06K - $7.76K
2.31K $51.9K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
147
+ 1.95%
$6.92K - $7.6K
7.69K $173K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
140
+ 1.73%
$6.59K - $7.24K
8.23K $185K
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
140
+ 0.66%
$6.59K - $7.24K
21.4K $482K
Jul 26, 2023 Q2 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
135
+ 0.17%
$6.36K - $6.98K
78.4K $1.76M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
133
+ 0.37%
$6.26K - $6.88K
36.3K $816K
Aug 09, 2023 Q2 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
131
+ 1.92%
$6.17K - $6.77K
6.94K $156K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
119
+ 0.37%
$5.6K - $6.15K
32.7K $735K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
118
+ 2.55%
$5.56K - $6.1K
4.74K $107K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
113
New
$5.32K - $5.84K
113 $2.54K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
110
+ 0.47%
$5.18K - $5.69K
23.4K $527K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
106
+ 0.16%
$4.99K - $5.48K
67.2K $1.51M
Aug 01, 2023 Q2 2023
Cross Staff Investments Inc

BUY
 -
102
+ 0.53%
$4.8K - $5.27K
19.3K $435K
Aug 11, 2023 Q2 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
102
+ 1.56%
$4.8K - $5.27K
6.66K $150K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
101
+ 0.37%
$4.76K - $5.22K
27.5K $619K

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