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
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
118
+ 26.4%
$5.85K - $6.32K
565 $13.1K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
117
+ 0.29%
$5.8K - $6.27K
40.6K $944K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
109
+ 0.32%
$5.41K - $5.84K
34K $791K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
105
+ 0.38%
$5.21K - $5.62K
27.6K $643K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
105
+ 0.12%
$5.21K - $5.62K
91.1K $2.12M
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
103
+ 0.38%
$5.11K - $5.52K
27.3K $635K
Nov 02, 2023 Q3 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
103
+ 1.77%
$5.11K - $5.52K
5.91K $138K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
97
+ 0.3%
$4.81K - $5.2K
32.3K $752K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
95
+ 0.38%
$4.71K - $5.09K
25.1K $584K
Nov 09, 2023 Q3 2023
Rollins Financial

BUY
 -
95
+ 1.08%
$4.71K - $5.09K
8.85K $206K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
83
+ 0.18%
$4.12K - $4.45K
45.7K $1.06M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
80
+ 0.73%
$3.97K - $4.29K
11K $256K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
80
+ 0.62%
$3.97K - $4.29K
12.9K $301K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
78
+ 0.13%
$3.87K - $4.18K
58.6K $1.36M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
77
+ 0.74%
$3.82K - $4.12K
10.4K $242K
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
75
+ 1.79%
$3.72K - $4.02K
4.26K $99.2K
Oct 24, 2023 Q3 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
75
+ 0.76%
$3.72K - $4.02K
9.9K $230K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
70
+ 16.02%
$3.47K - $3.75K
507 $11.8K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
69
+ 1.65%
$3.42K - $3.7K
4.25K $98.8K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
64
+ 0.91%
$3.17K - $3.43K
7.06K $164K
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
62
+ 0.59%
$3.07K - $3.32K
10.7K $248K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
61
+ 0.38%
$3.02K - $3.27K
16K $373K
Nov 08, 2023 Q3 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
59
+ 0.38%
$2.93K - $3.16K
15.5K $360K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
59
+ 0.53%
$2.93K - $3.16K
11.1K $258K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
58
+ 0.38%
$2.88K - $3.11K
15.2K $353K
Nov 02, 2023 Q3 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
58
+ 0.05%
$2.88K - $3.11K
115K $2.69M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
57
+ 3.46%
$2.83K - $3.05K
1.7K $39.6K
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
56
+ 0.24%
$2.78K - $3K
23.4K $544K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
55
New
$2.73K - $2.95K
55 $1.28K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
54
+ 0.38%
$2.68K - $2.89K
14.2K $330K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
51
+ 0.62%
$2.53K - $2.73K
8.34K $194K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
51
+ 0.32%
$2.53K - $2.73K
16.2K $376K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
50
+ 0.59%
$2.48K - $2.68K
8.49K $197K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
49
+ 0.22%
$2.43K - $2.62K
22.4K $520K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
47
New
$2.33K - $2.52K
47 $1.09K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
47
+ 0.91%
$2.33K - $2.52K
5.24K $122K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
47
+ 0.61%
$2.33K - $2.52K
7.77K $181K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
46
+ 0.47%
$2.28K - $2.46K
9.89K $230K
Nov 07, 2023 Q3 2023
Van Hulzen Asset Management, LLC

BUY
 -
45
+ 0.34%
$2.23K - $2.41K
13.3K $308K
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
44
+ 0.24%
$2.18K - $2.36K
18.2K $423K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
44
+ 5.89%
$2.18K - $2.36K
791 $18.4K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
44
+ 0.38%
$2.18K - $2.36K
11.7K $273K
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
42
+ 0.13%
$2.08K - $2.25K
31.7K $736K
Oct 25, 2023 Q3 2023
Jeppson Wealth Management, LLC

BUY
 -
40
+ 0.37%
$1.98K - $2.14K
10.8K $251K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
37
+ 39.36%
$1.83K - $1.98K
131 $3.05K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
36
+ 0.63%
$1.79K - $1.93K
5.75K $134K
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
36
+ 0.21%
$1.79K - $1.93K
16.9K $393K
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
36
+ 0.38%
$1.79K - $1.93K
9.5K $221K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
33
+ 5.2%
$1.64K - $1.77K
668 $15.5K

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