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 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.49% |
$94.2 - $103
|
408
$9.28K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$94.2 - $103
|
576
$13.1K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.04% |
$94.2 - $103
|
5.24K
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2+ 0.01% |
$94.2 - $103
|
18.8K
$427K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$94.2 - $103
|
4.26K
$96.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.6% |
$94.2 - $103
|
334
$7.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.0% |
$47.1 - $51.7
|
20.9K
$475K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$47.1 - $51.7
|
331
$7.53K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1+ 0.01% |
$47.1 - $51.7
|
7.35K
$167K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$47.1 - $51.7
|
1.48K
$33.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.0% |
$47.1 - $51.7
|
28.7K
$653K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$47.1 - $51.7
|
4.18K
$95.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$47.1 - $51.7
|
15.7K
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.96% |
$47.1 - $51.7
|
105
$2.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.2% |
$47.1 - $51.7
|
495
$11.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$47.1 - $51.7
|
4.96K
$113K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$47.1 - $51.7
|
4.61K
$105K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$47.1 - $51.7
|
11.7K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.2% |
$47.1 - $51.7
|
501
$11.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$47.1 - $51.7
|
7.81K
$178K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$47.1 - $51.7
|
10.3K
$235K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 0.51% |
$188 - $207
|
786
$17.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-4- 0.09% |
$188 - $207
|
4.21K
$95.7K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5- 0.03% |
$235 - $259
|
19K
$431K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-7- 0.04% |
$330 - $362
|
15.7K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-7- 0.11% |
$330 - $362
|
6.27K
$143K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7- 0.16% |
$330 - $362
|
4.27K
$97.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-8- 0.16% |
$377 - $414
|
4.91K
$112K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-10- 0.18% |
$471 - $517
|
5.7K
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-14- 7.82% |
$659 - $724
|
165
$3.75K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-15- 0.05% |
$706 - $776
|
32.3K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.3% |
$1.04K - $1.14K
|
7.2K
$164K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-24- 0.19% |
$1.13K - $1.24K
|
12.9K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-28- 0.24% |
$1.32K - $1.45K
|
11.4K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-36- 0.85% |
$1.69K - $1.86K
|
4.19K
$95.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-40- 0.15% |
$1.88K - $2.07K
|
26.8K
$609K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.64% |
$2.17K - $2.38K
|
7.17K
$163K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-49- 8.25% |
$2.31K - $2.53K
|
545
$12.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-49- 0.06% |
$2.31K - $2.53K
|
84.2K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.25% |
$2.35K - $2.59K
|
19.6K
$446K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-50- 0.18% |
$2.35K - $2.59K
|
27.3K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-52- 16.77% |
$2.45K - $2.69K
|
258
$5.87K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-52- 1.23% |
$2.45K - $2.69K
|
4.18K
$95K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-56- 1.23% |
$2.64K - $2.9K
|
4.5K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-60- 0.86% |
$2.82K - $3.1K
|
6.9K
$157K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-63- 0.32% |
$2.97K - $3.26K
|
19.5K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-64- 0.29% |
$3.01K - $3.31K
|
22K
$500K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-73- 0.53% |
$3.44K - $3.77K
|
13.6K
$310K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-73- 1.83% |
$3.44K - $3.77K
|
3.93K
$89.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-75- 0.73% |
$3.53K - $3.88K
|
10.2K
$232K
|