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 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
32+ 2.99% |
$1.59K - $1.71K
|
1.1K
$24.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
30+ 0.38% |
$1.49K - $1.61K
|
8K
$177K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$1.39K - $1.5K
|
28
$619
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
25+ 0.37% |
$1.24K - $1.34K
|
6.75K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25+ 0.13% |
$1.24K - $1.34K
|
19.7K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.39% |
$1.14K - $1.23K
|
5.87K
$130K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
22+ 0.37% |
$1.09K - $1.18K
|
5.93K
$131K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
22+ 0.29% |
$1.09K - $1.18K
|
7.63K
$169K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22+ 0.07% |
$1.09K - $1.18K
|
32.3K
$714K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.37% |
$1.04K - $1.12K
|
5.75K
$127K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
21+ 0.38% |
$1.04K - $1.12K
|
5.51K
$122K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
20+ 0.21% |
$992 - $1.07K
|
9.53K
$211K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
20+ 0.36% |
$992 - $1.07K
|
5.57K
$123K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
20+ 0.39% |
$992 - $1.07K
|
5.09K
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20+ 3.95% |
$992 - $1.07K
|
526
$11.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.38% |
$942 - $1.02K
|
4.98K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.23% |
$893 - $964
|
7.9K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.62% |
$893 - $964
|
2.91K
$64.4K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.15% |
$893 - $964
|
11.8K
$261K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 0.36% |
$843 - $911
|
4.79K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.31% |
$843 - $911
|
5.5K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
17New |
$843 - $911
|
17
$376
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.34% |
$793 - $857
|
4.79K
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.69% |
$744 - $804
|
2.2K
$48.6K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
15+ 0.13% |
$744 - $804
|
11.4K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.07% |
$694 - $750
|
18.7K
$414K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
14+ 0.06% |
$694 - $750
|
24K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.33% |
$645 - $696
|
3.97K
$87.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.03% |
$595 - $643
|
39K
$863K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.1% |
$545 - $589
|
11.1K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 0.24% |
$545 - $589
|
4.57K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10+ 0.19% |
$496 - $536
|
5.33K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
10+ 0.14% |
$496 - $536
|
7.12K
$157K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8+ 0.09% |
$397 - $429
|
9.13K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6+ 0.1% |
$298 - $321
|
6.22K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.02% |
$298 - $321
|
34.6K
$764K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 4.17% |
$248 - $268
|
125
$2.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.31% |
$248 - $268
|
1.62K
$35.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$248 - $268
|
3.69K
$81.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$248 - $268
|
1.24K
$27.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.07% |
$198 - $214
|
5.78K
$128K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.39% |
$198 - $214
|
1.03K
$22.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
4+ 0.06% |
$198 - $214
|
7.15K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.03% |
$198 - $214
|
12.5K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.03% |
$198 - $214
|
14.9K
$330K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4+ 0.05% |
$198 - $214
|
8.8K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3+ 0.07% |
$149 - $161
|
4.07K
$90K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$149 - $161
|
2.02K
$44.7K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.35% |
$99.2 - $107
|
578
$12.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$99.2 - $107
|
456
$10.1K
|