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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.01% |
$1.22K - $1.34K
|
244K
$4.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
23+ 0.23% |
$1.08K - $1.19K
|
9.98K
$202K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
22+ 0.37% |
$1.04K - $1.14K
|
5.91K
$120K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.17% |
$1.04K - $1.14K
|
13K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.36% |
$989 - $1.09K
|
5.85K
$118K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 0.38% |
$989 - $1.09K
|
5.55K
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
21+ 0.04% |
$989 - $1.09K
|
58.1K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.09% |
$942 - $1.03K
|
21.4K
$434K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20+ 0.37% |
$942 - $1.03K
|
5.49K
$111K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
19+ 0.2% |
$895 - $982
|
9.51K
$192K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
19+ 0.19% |
$895 - $982
|
9.82K
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
18+ 0.01% |
$847 - $931
|
288K
$5.84M
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
18+ 0.36% |
$847 - $931
|
5.07K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
18+ 0.36% |
$847 - $931
|
4.96K
$100K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 0.36% |
$800 - $879
|
4.78K
$96.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.31% |
$800 - $879
|
5.48K
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.34% |
$800 - $879
|
5.02K
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
16+ 0.28% |
$753 - $827
|
5.81K
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.22% |
$753 - $827
|
7.18K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.32% |
$706 - $776
|
4.77K
$96.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.33% |
$706 - $776
|
4.56K
$92.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.36% |
$659 - $724
|
3.95K
$80.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13+ 0.11% |
$612 - $672
|
11.3K
$230K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12+ 0.05% |
$565 - $620
|
22.3K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10+ 0.09% |
$471 - $517
|
10.8K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10+ 0.19% |
$471 - $517
|
5.32K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.14% |
$377 - $414
|
5.66K
$115K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.09% |
$377 - $414
|
9.09K
$184K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.32% |
$330 - $362
|
2.19K
$44.2K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
7+ 0.46% |
$330 - $362
|
1.53K
$31K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
6+ 0.0% |
$282 - $310
|
367K
$7.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
6+ 0.09% |
$282 - $310
|
6.81K
$138K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.03% |
$282 - $310
|
22.2K
$450K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$235 - $259
|
1.23K
$25K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5+ 0.16% |
$235 - $259
|
3.05K
$61.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5+ 0.08% |
$235 - $259
|
6.22K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5+ 0.01% |
$235 - $259
|
34.4K
$697K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 8.33% |
$188 - $207
|
52
$1.05K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
4+ 0.06% |
$188 - $207
|
7.15K
$145K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.05% |
$188 - $207
|
7.46K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.25% |
$188 - $207
|
1.62K
$32.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.03% |
$188 - $207
|
14.5K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.04% |
$188 - $207
|
9.23K
$187K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$141 - $155
|
4.6K
$93.1K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.29% |
$141 - $155
|
1.02K
$20.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.11% |
$141 - $155
|
2.63K
$53.3K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$141 - $155
|
2.02K
$40.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$141 - $155
|
7.1K
$144K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.0% |
$94.2 - $103
|
89.5K
$1.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.6% |
$94.2 - $103
|
334
$6.76K
|