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
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.47K- 0.99% |
$122K - $132K
|
248K
$5.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.48K- 16.25% |
$123K - $133K
|
12.8K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.54K- 1.78% |
$126K - $136K
|
140K
$3.26M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.55K- 0.9% |
$127K - $137K
|
280K
$6.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.67K- 18.32% |
$133K - $143K
|
11.9K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.79K- 24.63% |
$138K - $149K
|
8.52K
$198K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.81K- 5.71% |
$139K - $151K
|
46.5K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.81K- 5.71% |
$139K - $151K
|
46.5K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.82K- 0.58% |
$140K - $151K
|
481K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.85K- 5.68% |
$141K - $153K
|
47.3K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 83.69% |
$142K - $153K
|
558
$13K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.91K- 2.3% |
$144K - $156K
|
124K
$2.88M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.25K- 10.7% |
$161K - $174K
|
27.1K
$630K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.34K- 2.79% |
$166K - $179K
|
116K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.39K- 4.58% |
$168K - $181K
|
70.7K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-3.45K- 5.12% |
$171K - $185K
|
63.8K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.47K- 4.95% |
$172K - $186K
|
66.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.49K- 18.56% |
$173K - $187K
|
15.3K
$357K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.63K- 36.25% |
$180K - $194K
|
6.38K
$148K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.66K- 24.31% |
$181K - $196K
|
11.4K
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.68K- 1.15% |
$182K - $197K
|
315K
$7.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.68K- 5.78% |
$183K - $197K
|
60K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.69K- 8.06% |
$183K - $198K
|
42.1K
$978K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-3.7K- 6.96% |
$183K - $198K
|
49.4K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3.72K- 4.08% |
$184K - $199K
|
87.4K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.79K- 20.56% |
$188K - $203K
|
14.7K
$341K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3.8K- 4.17% |
$188K - $203K
|
87.4K
$2.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.89K- 9.49% |
$193K - $208K
|
37.1K
$862K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.99K- 43.31% |
$198K - $214K
|
5.22K
$121K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.02K- 29.8% |
$199K - $215K
|
9.46K
$220K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.03K- 1.26% |
$200K - $216K
|
315K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 2.26% |
$201K - $217K
|
175K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.14K- 99.9% |
$205K - $222K
|
4
$93
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4.22K- 2.77% |
$209K - $226K
|
148K
$3.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.23K- 2.61% |
$210K - $227K
|
158K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.33K- 4.44% |
$215K - $232K
|
93.1K
$2.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.51K- 2.01% |
$223K - $241K
|
220K
$5.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.56K- 2.03% |
$226K - $244K
|
220K
$5.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.77K- 7.48% |
$237K - $256K
|
59K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-4.99K- 8.76% |
$248K - $267K
|
52K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.12K- 45.37% |
$254K - $274K
|
6.16K
$143K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.25K- 8.02% |
$260K - $281K
|
60.2K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.49K- 24.74% |
$272K - $294K
|
16.7K
$388K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.51K- 40.51% |
$273K - $295K
|
8.09K
$188K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.52K- 3.59% |
$274K - $295K
|
148K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.63K- 12.25% |
$279K - $301K
|
40.3K
$938K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.98K- 2.37% |
$297K - $320K
|
247K
$5.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-6.17K- 14.08% |
$306K - $330K
|
37.6K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.2K- 2.19% |
$307K - $332K
|
277K
$6.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6.3K- 10.16% |
$312K - $337K
|
55.6K
$1.29M
|