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 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-60- 0.35% |
$2.98K - $3.21K
|
17K
$376K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.34% |
$2.98K - $3.21K
|
17.5K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.88% |
$3.12K - $3.37K
|
7.12K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-65- 0.04% |
$3.22K - $3.48K
|
167K
$3.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-66- 0.35% |
$3.27K - $3.54K
|
18.7K
$413K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-67- 0.67% |
$3.32K - $3.59K
|
9.92K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-67- 0.74% |
$3.32K - $3.59K
|
9.02K
$199K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-71- 1.67% |
$3.52K - $3.8K
|
4.19K
$92.6K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-76- 0.58% |
$3.77K - $4.07K
|
13.1K
$289K
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-77- 0.14% |
$3.82K - $4.12K
|
55.9K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-80- 0.96% |
$3.97K - $4.29K
|
8.23K
$182K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-80- 0.97% |
$3.97K - $4.29K
|
8.15K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-84- 0.38% |
$4.17K - $4.5K
|
21.9K
$484K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 1.46% |
$4.22K - $4.55K
|
5.75K
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-93- 1.37% |
$4.61K - $4.98K
|
6.67K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-93- 1.31% |
$4.61K - $4.98K
|
7.03K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95- 0.46% |
$4.71K - $5.09K
|
20.8K
$459K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-97- 1.97% |
$4.81K - $5.2K
|
4.84K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-98- 0.94% |
$4.86K - $5.25K
|
10.3K
$227K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107- 2.72% |
$5.31K - $5.73K
|
3.82K
$84.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-110- 2.57% |
$5.45K - $5.89K
|
4.17K
$92.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-110- 1.59% |
$5.45K - $5.89K
|
6.79K
$150K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-119- 0.44% |
$5.9K - $6.37K
|
26.7K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-127- 0.3% |
$6.3K - $6.8K
|
42.3K
$936K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-135- 2.83% |
$6.69K - $7.23K
|
4.64K
$103K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-138- 0.39% |
$6.84K - $7.39K
|
35K
$773K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-143- 3.35% |
$7.09K - $7.66K
|
4.13K
$91.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-161- 2.15% |
$7.98K - $8.62K
|
7.34K
$162K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 87.5% |
$8.68K - $9.37K
|
25
$553
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-179- 0.94% |
$8.88K - $9.59K
|
18.9K
$418K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-184- 1.88% |
$9.12K - $9.86K
|
9.59K
$212K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-192- 4.03% |
$9.52K - $10.3K
|
4.58K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-193- 2.51% |
$9.57K - $10.3K
|
7.49K
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-195- 2.56% |
$9.67K - $10.4K
|
7.43K
$164K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-196- 1.01% |
$9.72K - $10.5K
|
19.1K
$423K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-198- 1.26% |
$9.82K - $10.6K
|
15.5K
$342K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-199- 0.25% |
$9.87K - $10.7K
|
78.1K
$1.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-210- 2.33% |
$10.4K - $11.2K
|
8.81K
$195K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-217- 0.31% |
$10.8K - $11.6K
|
68.9K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-217- 0.24% |
$10.8K - $11.6K
|
91.2K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-225- 12.23% |
$11.2K - $12.1K
|
1.61K
$35.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-226- 4.56% |
$11.2K - $12.1K
|
4.73K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-233- 1.18% |
$11.6K - $12.5K
|
19.5K
$431K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-238- 0.51% |
$11.8K - $12.7K
|
46.7K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-238- 2.77% |
$11.8K - $12.7K
|
8.35K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-243- 2.95% |
$12.1K - $13K
|
7.98K
$176K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-245- 5.35% |
$12.1K - $13.1K
|
4.33K
$95.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-245- 0.08% |
$12.1K - $13.1K
|
318K
$7.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-261- 1.76% |
$12.9K - $14K
|
14.6K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-266- 5.57% |
$13.2K - $14.2K
|
4.51K
$99.8K
|