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 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
101
+ 2.48%
$4.76K - $5.22K
4.17K $93.8K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
99
+ 0.37%
$4.66K - $5.12K
27.2K $612K
Jul 17, 2023 Q2 2023
Geometric Wealth Advisors

BUY
 -
98
+ 0.36%
$4.61K - $5.07K
27.4K $616K
Jul 14, 2023 Q2 2023
Evolution Advisers, Inc.

BUY
 -
97
+ 27.71%
$4.57K - $5.01K
447 $10.1K
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
95
+ 1.16%
$4.47K - $4.91K
8.29K $187K
Jul 27, 2023 Q2 2023
Northern Capital Management, Inc.

BUY
 -
94
+ 0.81%
$4.43K - $4.86K
11.6K $262K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
92
+ 0.37%
$4.33K - $4.76K
25K $562K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
88
+ 1.61%
$4.14K - $4.55K
5.54K $125K
Jul 21, 2023 Q2 2023
Activest Wealth Management

BUY
 -
84
New
$3.95K - $4.34K
84 $1.89K
Aug 10, 2023 Q2 2023
Quantum Capital Management, LLC

Northfield, NJ
BUY
 -
83
+ 1.77%
$3.91K - $4.29K
4.78K $108K
Aug 14, 2023 Q2 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
81
+ 0.36%
$3.81K - $4.19K
22.9K $515K
Jul 19, 2023 Q2 2023
Grant

BUY
 -
80
+ 0.5%
$3.77K - $4.14K
16.1K $363K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
79
+ 1.17%
$3.72K - $4.08K
6.84K $154K
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

BUY
 -
78
+ 0.3%
$3.67K - $4.03K
25.8K $580K
Jul 28, 2023 Q2 2023
Marquette Asset Management, LLC

BUY
 -
78
+ 7.85%
$3.67K - $4.03K
1.07K $24.1K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
74
+ 0.28%
$3.48K - $3.83K
26.1K $587K
Jul 21, 2023 Q2 2023
Segment Wealth Management, LLC

BUY
 -
67
+ 0.2%
$3.15K - $3.46K
32.8K $738K
Aug 11, 2023 Q2 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
63
+ 0.37%
$2.97K - $3.26K
17.1K $384K
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
62
+ 0.55%
$2.92K - $3.21K
11.3K $254K
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
60
+ 0.29%
$2.82K - $3.1K
20.9K $469K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
60
+ 0.09%
$2.82K - $3.1K
70K $1.58M
Aug 11, 2023 Q2 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
59
+ 0.38%
$2.78K - $3.05K
15.4K $346K
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
55
+ 0.36%
$2.59K - $2.84K
15.1K $340K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
50
+ 0.37%
$2.35K - $2.59K
13.4K $302K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
45
+ 0.08%
$2.12K - $2.33K
59.6K $1.34M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
45
+ 0.15%
$2.12K - $2.33K
30.9K $696K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
44
+ 0.86%
$2.07K - $2.27K
5.15K $116K
Aug 04, 2023 Q2 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
43
+ 0.24%
$2.02K - $2.22K
18.1K $408K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
43
+ 0.11%
$2.02K - $2.22K
38.2K $860K
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
41
+ 0.18%
$1.93K - $2.12K
23.3K $525K
Aug 14, 2023 Q2 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
40
+ 8.58%
$1.88K - $2.07K
506 $11.4K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
40
+ 0.36%
$1.88K - $2.07K
11K $248K
Aug 11, 2023 Q2 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
39
+ 0.07%
$1.84K - $2.02K
55.7K $1.25M
Jul 31, 2023 Q2 2023
Jeppson Wealth Management, LLC

BUY
 -
38
+ 0.35%
$1.79K - $1.96K
10.8K $242K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
37
+ 9.25%
$1.74K - $1.91K
437 $9.83K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
37
+ 0.38%
$1.74K - $1.91K
9.84K $221K
Aug 14, 2023 Q2 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
36
+ 0.17%
$1.69K - $1.86K
21.3K $480K
Jul 11, 2023 Q2 2023
Tlwm

San Antonio, TX
BUY
 -
34
+ 0.32%
$1.6K - $1.76K
10.6K $238K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
34
+ 0.2%
$1.6K - $1.76K
16.9K $380K
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
34
+ 0.21%
$1.6K - $1.76K
16K $359K
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
32
+ 0.27%
$1.51K - $1.65K
12K $269K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
32
+ 0.69%
$1.51K - $1.65K
4.64K $104K
Jul 24, 2023 Q2 2023
Twele Capital Management, Inc.

BUY
 -
30
+ 0.25%
$1.41K - $1.55K
12K $269K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
29
New
$1.37K - $1.5K
29 $653
Jul 31, 2023 Q2 2023
Cubic Asset Management, LLC

BUY
 -
29
+ 0.5%
$1.37K - $1.5K
5.78K $130K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
28
+ 0.2%
$1.32K - $1.45K
14.1K $318K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
27
+ 0.55%
$1.27K - $1.4K
4.93K $111K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
27
+ 0.19%
$1.27K - $1.4K
14.1K $317K
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
26
+ 0.01%
$1.22K - $1.34K
244K $5.5M

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