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
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.28K+ 1.52% |
$63.3K - $68.4K
|
85.5K
$1.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 29.86% |
$61.7K - $66.7K
|
5.42K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.47% |
$58K - $62.6K
|
80.5K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.16K+ 4.57% |
$57.7K - $62.4K
|
26.6K
$589K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 4.72% |
$57.4K - $62K
|
25.7K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.02K+ 2.23% |
$50.8K - $54.9K
|
46.9K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1K+ 4.02% |
$49.6K - $53.6K
|
25.9K
$573K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
962+ 2.64% |
$47.7K - $51.5K
|
37.4K
$827K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
930New |
$46.1K - $49.8K
|
930
$20.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
916New |
$45.4K - $49.1K
|
916
$20.3K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
856+ 1.49% |
$42.4K - $45.9K
|
58.4K
$1.29M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
847+ 27.82% |
$42K - $45.4K
|
3.89K
$86.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
842New |
$41.8K - $45.1K
|
842
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
838+ 0.79% |
$41.6K - $44.9K
|
106K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
771+ 0.38% |
$38.2K - $41.3K
|
206K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
771+ 2.12% |
$38.2K - $41.3K
|
37.1K
$819K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
762+ 1.55% |
$37.8K - $40.8K
|
50K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
758+ 0.37% |
$37.6K - $40.6K
|
203K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
709+ 1.86% |
$35.2K - $38K
|
38.9K
$861K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
699New |
$34.7K - $37.4K
|
699
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
698+ 61.82% |
$34.6K - $37.4K
|
1.83K
$40.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
691+ 16.56% |
$34.3K - $37K
|
4.86K
$108K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
685+ 1.06% |
$34K - $36.7K
|
65.2K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
683+ 5.19% |
$33.9K - $36.6K
|
13.8K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
669+ 12.2% |
$33.2K - $35.8K
|
6.15K
$136K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
635+ 13.4% |
$31.5K - $34K
|
5.37K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
622+ 12.62% |
$30.8K - $33.3K
|
5.55K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
604+ 2.22% |
$30K - $32.4K
|
27.8K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
592+ 6.41% |
$29.4K - $31.7K
|
9.82K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
584+ 11.71% |
$29K - $31.3K
|
5.57K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
579+ 11.34% |
$28.7K - $31K
|
5.69K
$126K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
560+ 10.11% |
$27.8K - $30K
|
6.1K
$135K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
553+ 2.51% |
$27.4K - $29.6K
|
22.6K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
527+ 2.3% |
$26.1K - $28.2K
|
23.4K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
519+ 5.65% |
$25.7K - $27.8K
|
9.7K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
518+ 0.69% |
$25.7K - $27.7K
|
75.1K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
511+ 2.3% |
$25.3K - $27.4K
|
22.7K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
501+ 0.78% |
$24.8K - $26.8K
|
64.5K
$1.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
494+ 0.38% |
$24.5K - $26.5K
|
132K
$2.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
487New |
$24.2K - $26.1K
|
487
$10.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
484+ 1.77% |
$24K - $25.9K
|
27.9K
$616K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
470+ 4.6% |
$23.3K - $25.2K
|
10.7K
$236K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
456+ 9.46% |
$22.6K - $24.4K
|
5.27K
$117K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
437+ 0.49% |
$21.7K - $23.4K
|
89.4K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 15.86% |
$21.1K - $22.8K
|
3.11K
$68.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
414+ 1.78% |
$20.5K - $22.2K
|
23.6K
$523K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
405+ 7.67% |
$20.1K - $21.7K
|
5.69K
$126K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
403+ 0.87% |
$20K - $21.6K
|
46.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 0.62% |
$19.9K - $21.5K
|
64.9K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
393+ 0.05% |
$19.5K - $21.1K
|
832K
$18.4M
|