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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.38K- 3.66% |
$316K - $342K
|
168K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-6.57K- 12.32% |
$326K - $352K
|
46.8K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.66K- 2.98% |
$330K - $357K
|
217K
$4.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.76K- 14.59% |
$335K - $362K
|
39.6K
$875K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.85K- 4.98% |
$339K - $367K
|
131K
$2.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-7.2K- 14.42% |
$357K - $386K
|
42.8K
$945K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.25K- 37.79% |
$359K - $388K
|
11.9K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.37K- 31.08% |
$365K - $395K
|
16.3K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.52K- 0.68% |
$373K - $403K
|
1.1M
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-7.54K- 9.96% |
$374K - $404K
|
68.2K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-7.59K- 0.81% |
$376K - $406K
|
925K
$20.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.59K- 4.35% |
$376K - $407K
|
167K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.6K- 46.63% |
$377K - $407K
|
8.7K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.82K- 17.12% |
$388K - $419K
|
37.9K
$837K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.39K- 2.26% |
$416K - $449K
|
363K
$8.03M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.51K- 0.99% |
$422K - $456K
|
848K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.76K- 1.15% |
$435K - $469K
|
750K
$16.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-8.8K- 7.89% |
$437K - $472K
|
103K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.86K- 3.2% |
$439K - $474K
|
268K
$5.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.23K- 13.18% |
$458K - $495K
|
60.8K
$1.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9.35K- 4.03% |
$463K - $501K
|
223K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.48K- 42.71% |
$470K - $508K
|
12.7K
$281K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.53K- 0.46% |
$472K - $510K
|
2.08M
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.68K- 2.46% |
$480K - $519K
|
384K
$8.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.89K- 5.49% |
$490K - $530K
|
170K
$3.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.89K- 10.14% |
$490K - $530K
|
87.7K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-10.1K- 17.72% |
$501K - $541K
|
46.9K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-10.2K- 20.63% |
$508K - $548K
|
39.4K
$871K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-10.6K- 28.93% |
$526K - $568K
|
26.1K
$576K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.6K- 35.18% |
$526K - $569K
|
19.6K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-10.8K- 1.87% |
$536K - $579K
|
566K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11K- 12.76% |
$544K - $587K
|
75K
$1.66M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.5K- 56.03% |
$572K - $618K
|
9.06K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12K- 7.59% |
$596K - $644K
|
146K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.4K- 32.74% |
$614K - $664K
|
25.5K
$563K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-12.9K- 2.93% |
$638K - $690K
|
427K
$9.43M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12.9K- 2.93% |
$638K - $690K
|
427K
$9.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12.9K- 2.49% |
$641K - $692K
|
506K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.5K- 53.7% |
$669K - $723K
|
11.6K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-13.8K- 6.69% |
$683K - $738K
|
192K
$4.25M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.3K- 2.37% |
$711K - $768K
|
590K
$13M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.5K- 56.94% |
$721K - $779K
|
11K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-14.8K- 0.68% |
$736K - $795K
|
2.16M
$47.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-15.2K- 21.11% |
$752K - $813K
|
56.7K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.5K- 2.95% |
$769K - $831K
|
509K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 3.29% |
$783K - $846K
|
465K
$10.3M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16.9K- 19.01% |
$839K - $906K
|
72.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16.9K- 19.01% |
$839K - $906K
|
72.1K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-20K- 2.49% |
$993K - $1.07M
|
783K
$17.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.5K- 7.17% |
$1.06M - $1.15M
|
278K
$6.15M
|