Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.69K
+ 8.89%
$381K - $412K
94.2K $2.19M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.62K
+ 5.67%
$378K - $408K
142K $3.3M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
7.58K
+ 144.27%
$376K - $406K
12.8K $298K
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
7.54K
+ 16.01%
$374K - $404K
54.6K $1.27M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
7.33K
+ 2.68%
$364K - $393K
281K $6.53M
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
7.19K
+ 48.91%
$356K - $385K
21.9K $509K
Oct 23, 2023 Q3 2023
Better Wealth, LLC

BUY
 -
7.16K
New
$355K - $384K
7.16K $167K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
7.1K
+ 4.27%
$352K - $380K
173K $4.03M
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
7.02K
+ 0.5%
$348K - $376K
1.4M $32.5M
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
6.97K
+ 2.07%
$346K - $373K
343K $7.98M
Oct 10, 2023 Q3 2023
Strid Group, LLC

BUY
 -
6.93K
+ 0.28%
$344K - $371K
2.45M $57M
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
6.82K
+ 3.44%
$338K - $365K
205K $4.78M
Nov 02, 2023 Q3 2023
Pegasus Asset Management, Inc.

BUY
 -
6.73K
+ 1.73%
$334K - $361K
396K $9.21M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
6.51K
+ 28.77%
$323K - $349K
29.1K $678K
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
6.5K
New
$322K - $348K
6.5K $151K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
6.38K
+ 7.5%
$316K - $342K
91.4K $2.13M
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
6.11K
+ 19.34%
$303K - $328K
37.7K $877K
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
6.06K
+ 45.22%
$300K - $324K
19.4K $452K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
6.05K
+ 18.48%
$300K - $324K
38.8K $903K
Oct 25, 2023 Q3 2023
Regis Management CO LLC

BUY
 -
5.95K
+ 3.83%
$295K - $319K
161K $3.75M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
5.85K
+ 0.37%
$290K - $313K
1.59M $37.1M
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
5.79K
+ 0.38%
$287K - $310K
1.54M $35.8M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
5.78K
New
$286K - $309K
5.78K $134K
Oct 10, 2023 Q3 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
5.56K
+ 51.41%
$276K - $298K
16.4K $381K
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
5.35K
New
$265K - $287K
5.35K $124K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
5.28K
New
$262K - $283K
5.28K $123K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
5.24K
New
$260K - $281K
5.24K $122K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
5.17K
+ 4.55%
$256K - $277K
119K $2.76M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
5.14K
+ 122.0%
$255K - $275K
9.35K $217K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.13K
+ 2.71%
$254K - $275K
194K $4.51M
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
4.89K
+ 0.54%
$242K - $262K
909K $21.1M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
4.79K
+ 1089.98%
$237K - $256K
5.22K $122K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
4.75K
New
$235K - $254K
4.75K $110K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
4.7K
New
$233K - $252K
4.7K $109K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.6K
+ 11.74%
$228K - $246K
43.8K $1.02M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
4.54K
New
$225K - $243K
4.54K $106K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
4.44K
New
$220K - $238K
4.44K $103K
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
4.41K
New
$219K - $236K
4.41K $103K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
4.29K
+ 14.93%
$213K - $230K
33K $768K
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
4.27K
+ 7.96%
$212K - $229K
57.8K $1.35M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
4.19K
New
$208K - $224K
4.19K $97.5K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
4.17K
New
$207K - $223K
4.17K $96.9K
Oct 25, 2023 Q3 2023
Grandfield & Dodd, LLC

BUY
 -
4.14K
New
$205K - $222K
4.14K $96.3K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
4.12K
+ 3.46%
$204K - $221K
123K $2.86M
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
4.1K
+ 5.24%
$203K - $220K
82.4K $1.92M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.05K
New
$201K - $217K
4.05K $94.2K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.05K
+ 8.27%
$201K - $217K
53K $1.23M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
4.02K
New
$199K - $215K
4.02K $93.5K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
3.9K
+ 1.06%
$193K - $209K
371K $8.62M

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