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 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20.9K+ 30.73% |
$1.03M - $1.12M
|
88.8K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
20.5K+ 20.09% |
$1.02M - $1.1M
|
122K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
20.1K+ 3.2% |
$995K - $1.07M
|
646K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6KNew |
$974K - $1.05M
|
19.6K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 4.34% |
$970K - $1.05M
|
470K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 1.44% |
$873K - $944K
|
1.24M
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6K+ 11.71% |
$872K - $942K
|
168K
$3.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.9K+ 10.57% |
$838K - $906K
|
177K
$3.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
16.3K+ 18.73% |
$808K - $873K
|
103K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
15.4K+ 15.41% |
$766K - $827K
|
116K
$2.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
14.5K+ 10.88% |
$719K - $776K
|
148K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14.4K+ 4.99% |
$715K - $772K
|
303K
$6.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 10.97% |
$708K - $765K
|
144K
$3.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.2K+ 4.27% |
$702K - $758K
|
345K
$7.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 12.02% |
$693K - $748K
|
130K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$692K - $748K
|
14K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
13.7K+ 3.98% |
$677K - $731K
|
357K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
13.5KNew |
$671K - $725K
|
13.5K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.4KNew |
$662K - $715K
|
13.4K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.1K+ 81.08% |
$652K - $704K
|
29.3K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.6K+ 18.01% |
$627K - $677K
|
82.8K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
12.5K+ 9.41% |
$621K - $671K
|
146K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8KNew |
$587K - $635K
|
11.8K
$262K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11.4K+ 3.63% |
$565K - $610K
|
325K
$7.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.4K+ 1.07% |
$565K - $610K
|
1.07M
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.9K+ 4.44% |
$538K - $582K
|
255K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.8K+ 22.62% |
$535K - $578K
|
58.5K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.6K+ 4.51% |
$525K - $568K
|
246K
$5.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 3.83% |
$520K - $561K
|
284K
$6.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.4K+ 4.2% |
$518K - $559K
|
259K
$5.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$513K - $554K
|
10.3K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10.3K+ 1.01% |
$509K - $550K
|
1.03M
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 15.87% |
$499K - $539K
|
73.5K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10.1K+ 1.94% |
$499K - $539K
|
528K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.98K+ 1.88% |
$495K - $535K
|
542K
$12M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.71K+ 39.38% |
$481K - $520K
|
34.4K
$760K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
9.71KNew |
$481K - $520K
|
9.71K
$215K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.5KNew |
$471K - $509K
|
9.5K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.47K+ 829.62% |
$469K - $507K
|
10.6K
$235K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.31K+ 36.58% |
$462K - $499K
|
34.8K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.17K+ 11.61% |
$455K - $491K
|
88.2K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.8K+ 27.36% |
$436K - $471K
|
41K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.59KNew |
$426K - $460K
|
8.59K
$190K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.56K+ 127.93% |
$424K - $458K
|
15.2K
$337K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.31KNew |
$412K - $445K
|
8.31K
$184K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.2KNew |
$407K - $439K
|
8.2K
$181K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.1K+ 5.39% |
$402K - $434K
|
158K
$3.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
8.01K+ 3.06% |
$397K - $429K
|
270K
$5.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
7.89K+ 1.07% |
$391K - $422K
|
748K
$16.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
7.71K+ 2.13% |
$382K - $413K
|
369K
$8.17M
|