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 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-1.31K- 2.5% |
$64.8K - $70K
|
50.9K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.31K- 1.63% |
$65K - $70.2K
|
79.2K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.31K- 1.39% |
$65K - $70.2K
|
93.1K
$2.17M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.39K- 3.51% |
$68.7K - $74.2K
|
38.1K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.39K- 13.81% |
$69K - $74.6K
|
8.69K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 1.47% |
$69.3K - $74.9K
|
93.4K
$2.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.4K- 11.13% |
$69.4K - $74.9K
|
11.2K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 1.3% |
$69.9K - $75.5K
|
107K
$2.48M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.46K- 16.32% |
$72.2K - $77.9K
|
7.46K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.46K- 15.82% |
$72.3K - $78.1K
|
7.75K
$180K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.47K- 2.12% |
$72.9K - $78.7K
|
67.9K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.48K- 7.08% |
$73.3K - $79.2K
|
19.4K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.48K- 31.64% |
$73.4K - $79.3K
|
3.2K
$74.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.48K- 2.4% |
$73.4K - $79.3K
|
60.2K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.49K- 6.04% |
$73.9K - $79.8K
|
23.2K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.49K- 6.98% |
$73.9K - $79.8K
|
19.9K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.53K- 3.47% |
$76K - $82.1K
|
42.7K
$993K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.54K- 4.46% |
$76.2K - $82.3K
|
32.9K
$765K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.57K- 0.85% |
$77.7K - $83.9K
|
183K
$4.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.57K- 6.05% |
$78K - $84.3K
|
24.4K
$568K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.61K- 10.0% |
$79.6K - $86K
|
14.5K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.66K- 2.3% |
$82.1K - $88.7K
|
70.2K
$1.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.67K- 4.46% |
$82.8K - $89.5K
|
35.8K
$832K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 0.76% |
$84.1K - $90.8K
|
222K
$5.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 3.19% |
$84.6K - $91.4K
|
51.7K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.73K- 7.71% |
$85.8K - $92.7K
|
20.7K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.74K- 2.06% |
$86.4K - $93.3K
|
82.9K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.77K- 0.5% |
$87.6K - $94.6K
|
351K
$8.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.77K- 13.75% |
$87.8K - $94.8K
|
11.1K
$258K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.78K- 0.57% |
$88K - $95.1K
|
309K
$7.19M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.78K- 5.84% |
$88.4K - $95.5K
|
28.7K
$668K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.79K- 40.03% |
$88.9K - $96K
|
2.69K
$62.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.81K- 5.85% |
$89.7K - $96.9K
|
29.1K
$677K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.87K- 15.61% |
$92.7K - $100K
|
10.1K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.93K- 1.34% |
$95.6K - $103K
|
142K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.97K- 5.65% |
$97.5K - $105K
|
32.8K
$763K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2K- 27.2% |
$99K - $107K
|
5.34K
$124K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2K- 7.1% |
$99.2K - $107K
|
26.2K
$609K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-2.14K- 3.24% |
$106K - $114K
|
63.8K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.14K- 4.54% |
$106K - $115K
|
45K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.17K- 0.54% |
$108K - $116K
|
401K
$9.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.22K- 2.77% |
$110K - $119K
|
77.7K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.25K- 18.95% |
$111K - $120K
|
9.6K
$223K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 35.63% |
$114K - $123K
|
4.16K
$96.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.37K- 1.69% |
$117K - $127K
|
138K
$3.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.38K- 5.86% |
$118K - $127K
|
38.1K
$887K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.4K- 2.68% |
$119K - $128K
|
87.1K
$2.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.41K- 0.41% |
$120K - $129K
|
591K
$13.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.43K- 9.48% |
$120K - $130K
|
23.2K
$539K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.46K- 2.21% |
$122K - $132K
|
109K
$2.53M
|