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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-639- 2.99% |
$31.7K - $34.2K
|
20.7K
$458K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-652- 1.06% |
$32.3K - $34.9K
|
61.1K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-657- 1.65% |
$32.6K - $35.2K
|
39.1K
$865K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-679- 1.83% |
$33.7K - $36.4K
|
36.4K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-681- 2.86% |
$33.8K - $36.5K
|
23.2K
$512K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-714- 92.37% |
$35.4K - $38.2K
|
59
$1.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-721- 7.05% |
$35.8K - $38.6K
|
9.5K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-735- 3.38% |
$36.4K - $39.4K
|
21K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-740- 4.4% |
$36.7K - $39.6K
|
16.1K
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-746- 7.53% |
$37K - $40K
|
9.16K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-785- 1.8% |
$38.9K - $42.1K
|
42.9K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-785- 4.01% |
$38.9K - $42.1K
|
18.8K
$416K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-790- 5.29% |
$39.2K - $42.3K
|
14.1K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-800- 2.65% |
$39.7K - $42.9K
|
29.4K
$650K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-845- 9.43% |
$41.9K - $45.3K
|
8.12K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-845- 13.14% |
$41.9K - $45.3K
|
5.59K
$124K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-860- 1.81% |
$42.6K - $46.1K
|
46.7K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-862- 1.82% |
$42.7K - $46.2K
|
46.4K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-863- 0.58% |
$42.8K - $46.2K
|
148K
$3.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-875- 12.52% |
$43.4K - $46.9K
|
6.12K
$135K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-878- 12.89% |
$43.5K - $47K
|
5.93K
$131K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-883- 8.58% |
$43.8K - $47.3K
|
9.41K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-900- 4.59% |
$44.6K - $48.2K
|
18.7K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-900- 1.81% |
$44.6K - $48.2K
|
48.9K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-907- 3.64% |
$45K - $48.6K
|
24K
$530K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-908- 1.47% |
$45K - $48.6K
|
60.8K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-912- 1.09% |
$45.2K - $48.9K
|
82.5K
$1.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-937- 1.14% |
$46.5K - $50.2K
|
81.3K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-949- 12.14% |
$47.1K - $50.8K
|
6.87K
$152K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-961- 2.03% |
$47.7K - $51.5K
|
46.4K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-971- 1.13% |
$48.2K - $52K
|
85.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-980- 1.64% |
$48.6K - $52.5K
|
58.7K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-984- 1.31% |
$48.8K - $52.7K
|
73.9K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1K- 1.59% |
$49.6K - $53.6K
|
61.8K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.03K- 1.38% |
$51K - $55.1K
|
73.5K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.03K- 2.14% |
$51.1K - $55.2K
|
47.2K
$1.04M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.05K- 0.51% |
$51.9K - $56.1K
|
203K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.07K- 20.85% |
$53.3K - $57.5K
|
4.08K
$90.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.08K- 1.99% |
$53.3K - $57.6K
|
52.8K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.08K- 2.52% |
$53.5K - $57.8K
|
41.7K
$922K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.1K- 2.21% |
$54.5K - $58.9K
|
48.7K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.13K- 7.17% |
$55.8K - $60.3K
|
14.6K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 44.01% |
$56.1K - $60.6K
|
1.44K
$31.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.16K- 0.94% |
$57.5K - $62.1K
|
122K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.16K- 1.28% |
$57.6K - $62.2K
|
89.6K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.17K- 2.1% |
$58K - $62.6K
|
54.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.2K- 0.45% |
$59.4K - $64.1K
|
267K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 60.73% |
$61.9K - $66.9K
|
807
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.29K- 84.43% |
$64K - $69.2K
|
238
$5.26K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-1.31K- 2.5% |
$64.8K - $70K
|
50.9K
$1.13M
|