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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
117+ 0.29% |
$5.8K - $6.27K
|
40.6K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109+ 0.32% |
$5.41K - $5.84K
|
34K
$752K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
105+ 0.38% |
$5.21K - $5.62K
|
27.6K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
105+ 0.12% |
$5.21K - $5.62K
|
91.1K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
103+ 0.38% |
$5.11K - $5.52K
|
27.3K
$604K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
103+ 1.77% |
$5.11K - $5.52K
|
5.91K
$131K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 0.3% |
$4.81K - $5.2K
|
32.3K
$714K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
95+ 1.08% |
$4.71K - $5.09K
|
8.85K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
95+ 0.38% |
$4.71K - $5.09K
|
25.1K
$555K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
89+ 0.2% |
$4.41K - $4.77K
|
44.2K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
83+ 0.18% |
$4.12K - $4.45K
|
45.7K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
80+ 0.73% |
$3.97K - $4.29K
|
11K
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
80+ 0.62% |
$3.97K - $4.29K
|
12.9K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
78+ 0.13% |
$3.87K - $4.18K
|
58.6K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
77+ 0.74% |
$3.82K - $4.12K
|
10.4K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
75+ 1.79% |
$3.72K - $4.02K
|
4.26K
$94.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
75+ 0.76% |
$3.72K - $4.02K
|
9.9K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
70+ 16.02% |
$3.47K - $3.75K
|
507
$11.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
69+ 1.65% |
$3.42K - $3.7K
|
4.25K
$93.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
64+ 0.91% |
$3.17K - $3.43K
|
7.06K
$156K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
62+ 0.59% |
$3.07K - $3.32K
|
10.7K
$236K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
61+ 0.38% |
$3.02K - $3.27K
|
16K
$354K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
59+ 0.53% |
$2.93K - $3.16K
|
11.1K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
59+ 0.38% |
$2.93K - $3.16K
|
15.5K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
58+ 0.38% |
$2.88K - $3.11K
|
15.2K
$336K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
58+ 0.05% |
$2.88K - $3.11K
|
115K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
57+ 3.46% |
$2.83K - $3.05K
|
1.7K
$37.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
56+ 0.24% |
$2.78K - $3K
|
23.4K
$517K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
55New |
$2.73K - $2.95K
|
55
$1.22K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54+ 0.38% |
$2.68K - $2.89K
|
14.2K
$314K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.32% |
$2.53K - $2.73K
|
16.2K
$357K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
51+ 0.62% |
$2.53K - $2.73K
|
8.34K
$184K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
50+ 0.59% |
$2.48K - $2.68K
|
8.49K
$188K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
49+ 0.22% |
$2.43K - $2.62K
|
22.4K
$494K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
47+ 0.61% |
$2.33K - $2.52K
|
7.77K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
47+ 0.91% |
$2.33K - $2.52K
|
5.24K
$116K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
47New |
$2.33K - $2.52K
|
47
$1.04K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
46+ 0.47% |
$2.28K - $2.46K
|
9.89K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
45+ 0.34% |
$2.23K - $2.41K
|
13.3K
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44+ 5.89% |
$2.18K - $2.36K
|
791
$17.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
44+ 0.38% |
$2.18K - $2.36K
|
11.7K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
44+ 0.24% |
$2.18K - $2.36K
|
18.2K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
42+ 0.13% |
$2.08K - $2.25K
|
31.7K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
40+ 0.37% |
$1.98K - $2.14K
|
10.8K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
37+ 39.36% |
$1.83K - $1.98K
|
131
$2.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
36+ 0.63% |
$1.79K - $1.93K
|
5.75K
$127K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
36+ 0.38% |
$1.79K - $1.93K
|
9.5K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
36+ 0.21% |
$1.79K - $1.93K
|
16.9K
$374K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33+ 5.2% |
$1.64K - $1.77K
|
668
$14.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33+ 0.48% |
$1.64K - $1.77K
|
6.87K
$152K
|