Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
976KNew |
$48.4M - $52.3M
|
976K
$21.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
780K+ 74.77% |
$38.7M - $41.8M
|
1.82M
$40.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342K+ 206.07% |
$16.9M - $18.3M
|
508K
$11.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
311KNew |
$15.4M - $16.7M
|
311K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311K+ 27.8% |
$15.4M - $16.6M
|
1.43M
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
229KNew |
$11.4M - $12.3M
|
229K
$5.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
217K+ 7.82% |
$10.7M - $11.6M
|
2.99M
$66M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
203K+ 3429.44% |
$10.1M - $10.9M
|
209K
$4.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
157KNew |
$7.8M - $8.42M
|
157K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
138KNew |
$6.85M - $7.4M
|
138K
$3.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
111K+ 508.1% |
$5.53M - $5.97M
|
133K
$2.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 14.56% |
$5.5M - $5.94M
|
872K
$19.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
109K+ 97.01% |
$5.43M - $5.86M
|
222K
$4.91M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
104K+ 21.92% |
$5.15M - $5.56M
|
577K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
103K+ 5.73% |
$5.1M - $5.51M
|
1.9M
$42M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
90.6K+ 150.48% |
$4.49M - $4.85M
|
151K
$3.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
87.8K+ 4.25% |
$4.35M - $4.7M
|
2.16M
$47.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
87.4K+ 9.51% |
$4.34M - $4.68M
|
1.01M
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
80.3K+ 20.98% |
$3.98M - $4.3M
|
463K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
80KNew |
$3.97M - $4.29M
|
80K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
74.9K+ 21.13% |
$3.71M - $4.01M
|
429K
$9.49M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
74.4K+ 21.67% |
$3.69M - $3.98M
|
418K
$9.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
56.9K+ 3.62% |
$2.82M - $3.05M
|
1.63M
$36M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
55.6K+ 6.48% |
$2.76M - $2.98M
|
913K
$20.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
52.1K+ 48.73% |
$2.58M - $2.79M
|
159K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
51.4K+ 9.88% |
$2.55M - $2.75M
|
572K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
48.8K+ 6209.03% |
$2.42M - $2.61M
|
49.6K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
46.4K+ 4.89% |
$2.3M - $2.49M
|
996K
$22M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
45.2K+ 2.11% |
$2.24M - $2.42M
|
2.19M
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
43K+ 6.92% |
$2.13M - $2.31M
|
665K
$14.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
40KNew |
$1.98M - $2.14M
|
40K
$884K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39.1K+ 6.01% |
$1.94M - $2.1M
|
690K
$15.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39K+ 549.62% |
$1.93M - $2.09M
|
46.1K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.8KNew |
$1.73M - $1.86M
|
34.8K
$769K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
33.3K+ 9.15% |
$1.65M - $1.78M
|
397K
$8.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.6KNew |
$1.61M - $1.74M
|
32.6K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.3K+ 37.16% |
$1.55M - $1.68M
|
116K
$2.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
31.2K+ 58.64% |
$1.55M - $1.67M
|
84.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.8K+ 6.12% |
$1.53M - $1.65M
|
534K
$11.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
27.2KNew |
$1.35M - $1.46M
|
27.2K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
26.4K+ 9.13% |
$1.31M - $1.42M
|
316K
$6.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$1.3M - $1.41M
|
26.3K
$581K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
25.6K+ 0.71% |
$1.27M - $1.37M
|
3.61M
$79.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
25.5KNew |
$1.27M - $1.37M
|
25.5K
$564K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.3K+ 172.25% |
$1.26M - $1.36M
|
40.1K
$886K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.5K+ 2.75% |
$1.22M - $1.31M
|
917K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.2K+ 5.1% |
$1.2M - $1.29M
|
498K
$11M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23.4K+ 1.56% |
$1.16M - $1.26M
|
1.53M
$33.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
21.3K+ 20.38% |
$1.06M - $1.14M
|
126K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
21.1K+ 8.41% |
$1.04M - $1.13M
|
271K
$6M
|