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 13, 2023 Q3 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
372
+ 4.55%
$18.4K - $19.9K
8.54K $189K
Oct 27, 2023 Q3 2023
Northern Capital Management, Inc.

BUY
 -
365
+ 3.14%
$18.1K - $19.6K
12K $265K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
358
New
$17.8K - $19.2K
358 $7.92K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
355
New
$17.6K - $19K
355 $7.85K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
347
+ 0.55%
$17.2K - $18.6K
63.6K $1.41M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
335
+ 1.3%
$16.6K - $17.9K
26.1K $578K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
335
+ 0.82%
$16.6K - $17.9K
41.2K $910K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
322
+ 0.95%
$16K - $17.2K
34.2K $755K
Nov 13, 2023 Q3 2023
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
320
+ 4.68%
$15.9K - $17.1K
7.16K $158K
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
318
+ 3.15%
$15.8K - $17K
10.4K $230K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
303
+ 5.35%
$15K - $16.2K
5.97K $132K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
300
+ 1.69%
$14.9K - $16.1K
18K $399K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
289
+ 2.93%
$14.3K - $15.5K
10.2K $224K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
286
+ 2.82%
$14.2K - $15.3K
10.4K $230K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
276
+ 3.63%
$13.7K - $14.8K
7.88K $174K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
275
+ 9.87%
$13.6K - $14.7K
3.06K $67.7K
Oct 24, 2023 Q3 2023
Elm Partners Management LLC

BUY
 -
271
+ 2.33%
$13.4K - $14.5K
11.9K $263K
Nov 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
250
+ 431.03%
$12.4K - $13.4K
308 $6.81K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
247
+ 2.06%
$12.2K - $13.2K
12.2K $270K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
246
+ 3.21%
$12.2K - $13.2K
7.92K $175K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
225
+ 2.1%
$11.2K - $12.1K
10.9K $242K
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
223
+ 4.44%
$11.1K - $11.9K
5.25K $116K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
212
+ 2.96%
$10.5K - $11.4K
7.39K $163K
Oct 23, 2023 Q3 2023
Hendershot Investments Inc.

BUY
 -
211
+ 0.77%
$10.5K - $11.3K
27.7K $611K
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

BUY
 -
211
+ 2.32%
$10.5K - $11.3K
9.3K $206K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
210
+ 0.03%
$10.4K - $11.2K
708K $15.7M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
203
+ 0.95%
$10.1K - $10.9K
21.6K $478K
Nov 01, 2023 Q3 2023
Cubic Asset Management, LLC

BUY
 -
200
+ 3.46%
$9.92K - $10.7K
5.98K $132K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
200
New
$9.92K - $10.7K
200 $4.42K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
198
+ 0.67%
$9.82K - $10.6K
29.8K $659K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
198
+ 3.06%
$9.82K - $10.6K
6.67K $147K
Oct 27, 2023 Q3 2023
B&D White Capital Company, LLC

BUY
 -
186
+ 0.99%
$9.22K - $9.96K
19K $420K
Oct 23, 2023 Q3 2023
Callahan Advisors, LLC

BUY
 -
182
+ 1.1%
$9.03K - $9.75K
16.8K $371K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
180
New
$8.93K - $9.64K
180 $3.98K
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
175
+ 2.08%
$8.68K - $9.37K
8.59K $190K
Oct 13, 2023 Q3 2023
Seneca House Advisors

BUY
 -
172
+ 3.02%
$8.53K - $9.21K
5.87K $130K
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
169
+ 2.22%
$8.38K - $9.05K
7.77K $172K
Oct 25, 2023 Q3 2023
Bnc Wealth Management, LLC

BUY
 -
162
+ 0.7%
$8.03K - $8.68K
23.2K $514K
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
155
+ 1.57%
$7.69K - $8.3K
10K $221K
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
154
+ 0.09%
$7.64K - $8.25K
166K $3.66M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
150
+ 0.12%
$7.44K - $8.04K
126K $2.79M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
143
New
$7.09K - $7.66K
143 $3.16K
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
141
+ 0.18%
$6.99K - $7.55K
78.6K $1.74M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
141
+ 0.43%
$6.99K - $7.55K
32.9K $728K
Oct 19, 2023 Q3 2023
Eagle Capital Management, LLC

BUY
 -
137
+ 0.42%
$6.79K - $7.34K
33K $730K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
130
+ 0.9%
$6.45K - $6.96K
14.6K $323K
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
125
+ 1.28%
$6.2K - $6.7K
9.87K $218K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
120
+ 11.87%
$5.95K - $6.43K
1.13K $25K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
118
+ 26.4%
$5.85K - $6.32K
565 $12.5K

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