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 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.81K+ 17.33% |
$189K - $204K
|
25.8K
$570K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.79K+ 4.29% |
$188K - $203K
|
92.1K
$2.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.67KNew |
$182K - $197K
|
3.67K
$81.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.57K+ 19.86% |
$177K - $191K
|
21.6K
$477K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.46K+ 20.95% |
$171K - $185K
|
20K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.44K+ 12.56% |
$171K - $184K
|
30.8K
$681K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.31K+ 13.73% |
$164K - $177K
|
27.5K
$607K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.31K+ 8.48% |
$164K - $177K
|
42.3K
$936K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.3K+ 5.85% |
$164K - $177K
|
59.7K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.04K+ 45.61% |
$151K - $163K
|
9.7K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.9K+ 18.74% |
$144K - $155K
|
18.4K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.73K+ 3.94% |
$135K - $146K
|
71.9K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.72K+ 5.59% |
$135K - $146K
|
51.5K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64K+ 21.79% |
$131K - $142K
|
14.8K
$327K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.48K+ 9.16% |
$123K - $133K
|
29.6K
$655K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.43K+ 1.69% |
$121K - $130K
|
146K
$3.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.4KNew |
$119K - $129K
|
2.4K
$53.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.37K+ 2.17% |
$118K - $127K
|
112K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.36K+ 11.97% |
$117K - $127K
|
22.1K
$489K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 2.52% |
$116K - $125K
|
95.1K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.33K+ 5.8% |
$116K - $125K
|
42.6K
$941K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.3K+ 4.47% |
$114K - $123K
|
53.8K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.26K+ 0.29% |
$112K - $121K
|
787K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.25KNew |
$112K - $121K
|
2.25K
$49.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 29.49% |
$104K - $112K
|
9.22K
$204K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.03KNew |
$101K - $109K
|
2.03K
$45K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.03K+ 7.78% |
$101K - $109K
|
28.1K
$621K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.98K+ 2.89% |
$98.1K - $106K
|
70.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.96K+ 18.7% |
$97K - $105K
|
12.4K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 37.65% |
$96K - $104K
|
7.08K
$156K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.91K+ 2.43% |
$94.5K - $102K
|
80.3K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.9K+ 2.25% |
$94K - $102K
|
86K
$1.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.89K+ 12.55% |
$93.5K - $101K
|
16.9K
$374K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.86K+ 3.21% |
$92.3K - $99.7K
|
59.9K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.83K+ 9.84% |
$90.8K - $98.1K
|
20.4K
$452K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 0.53% |
$90.1K - $97.3K
|
342K
$7.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.76K+ 7.51% |
$87.2K - $94.2K
|
25.2K
$557K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.73K+ 37.35% |
$86K - $92.9K
|
6.38K
$141K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.73K+ 19.49% |
$85.7K - $92.6K
|
10.6K
$234K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.72K+ 1.01% |
$85.4K - $92.3K
|
172K
$3.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 1.08% |
$79.1K - $85.5K
|
149K
$3.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.55K+ 7.05% |
$76.8K - $82.9K
|
23.5K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.45K+ 19.46% |
$71.8K - $77.5K
|
8.88K
$196K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.4K+ 1.31% |
$69.5K - $75.1K
|
109K
$2.4M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.35K+ 3.23% |
$67.1K - $72.5K
|
43.3K
$957K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.35K+ 0.5% |
$67.1K - $72.5K
|
273K
$6.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.31K+ 8.3% |
$64.8K - $70K
|
17K
$377K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.29K+ 0.84% |
$64.1K - $69.3K
|
156K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.29K+ 0.54% |
$63.9K - $69K
|
242K
$5.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.28K+ 16.23% |
$63.6K - $68.7K
|
9.18K
$203K
|