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 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$99.2 - $107
|
18.3K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$99.2 - $107
|
57.9K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.37% |
$99.2 - $107
|
547
$12.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.08% |
$99.2 - $107
|
2.63K
$58.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
2+ 0.03% |
$99.2 - $107
|
7.35K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.03% |
$99.2 - $107
|
6.84K
$151K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.4% |
$99.2 - $107
|
497
$11K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.42% |
$99.2 - $107
|
477
$10.5K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
4.6K
$102K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
5.24K
$116K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
5.12K
$113K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$49.6 - $53.6
|
544
$12K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$49.6 - $53.6
|
409
$9.04K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.3% |
$49.6 - $53.6
|
335
$7.41K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.2% |
$49.6 - $53.6
|
502
$11.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
4.78K
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
6K
$133K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$49.6 - $53.6
|
1.48K
$32.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$49.6 - $53.6
|
9.18K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$49.6 - $53.6
|
7.63K
$169K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
4.18K
$92.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$49.6 - $53.6
|
57.9K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-1- 0.02% |
$49.6 - $53.6
|
5.64K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$49.6 - $53.6
|
51.7K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$49.6 - $53.6
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.01% |
$99.2 - $107
|
32.7K
$723K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$149 - $161
|
9.33K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3- 0.03% |
$149 - $161
|
9.29K
$205K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.02% |
$149 - $161
|
13.6K
$301K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-7- 0.03% |
$347 - $375
|
25.5K
$564K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.32% |
$397 - $429
|
2.46K
$54.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-9- 0.02% |
$446 - $482
|
36.4K
$805K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 0.08% |
$496 - $536
|
12K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12- 0.06% |
$595 - $643
|
20.3K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-12- 1.55% |
$595 - $643
|
764
$16.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-15- 0.01% |
$744 - $804
|
126K
$2.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-18- 0.11% |
$893 - $964
|
16.1K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-19- 0.3% |
$942 - $1.02K
|
6.25K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-19- 0.22% |
$942 - $1.02K
|
8.47K
$187K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-23- 0.02% |
$1.14K - $1.23K
|
147K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-27- 0.11% |
$1.34K - $1.45K
|
25.5K
$564K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-30- 0.08% |
$1.49K - $1.61K
|
38.1K
$843K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-30- 0.23% |
$1.49K - $1.61K
|
13.3K
$294K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-34- 0.17% |
$1.69K - $1.82K
|
20.2K
$446K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 1.19% |
$1.83K - $1.98K
|
3.08K
$68.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-45- 95.74% |
$2.23K - $2.41K
|
2
$44.2
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-45- 0.3% |
$2.23K - $2.41K
|
14.8K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 98.08% |
$2.53K - $2.73K
|
1
$22.1
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-56- 1.2% |
$2.78K - $3K
|
4.6K
$102K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-58- 1.18% |
$2.88K - $3.11K
|
4.87K
$108K
|