Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
761K+ 114.43% |
$36.2M - $42.5M
|
1.43M
$33.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
580K+ 384.53% |
$27.6M - $32.4M
|
730K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
520K+ 28.51% |
$24.7M - $29.1M
|
2.34M
$54.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
463K+ 400.88% |
$22M - $25.9M
|
579K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
422KNew |
$20.1M - $23.6M
|
422K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
410KNew |
$19.5M - $22.9M
|
410K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
401K+ 239.24% |
$19.1M - $22.4M
|
569K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
374K+ 139.72% |
$17.8M - $20.9M
|
642K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
296KNew |
$14.1M - $16.6M
|
296K
$6.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
285K+ 259.67% |
$13.6M - $15.9M
|
395K
$9.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
275KNew |
$13.1M - $15.4M
|
275K
$6.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
238K+ 11.04% |
$11.3M - $13.3M
|
2.39M
$55.7M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
231KNew |
$11M - $12.9M
|
231K
$5.38M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
195K+ 50.85% |
$9.28M - $10.9M
|
579K
$13.5M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
181K+ 31.43% |
$8.64M - $10.1M
|
759K
$17.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
171KNew |
$8.14M - $9.56M
|
171K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
163K+ 17.83% |
$7.75M - $9.1M
|
1.08M
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
150K+ 276.98% |
$7.15M - $8.4M
|
204K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
150KNew |
$7.15M - $8.39M
|
150K
$3.49M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
148KNew |
$7.04M - $8.26M
|
148K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
138K+ 86.87% |
$6.58M - $7.72M
|
297K
$6.91M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
133KNew |
$6.34M - $7.45M
|
133K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 14.09% |
$6.33M - $7.43M
|
1.08M
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
121KNew |
$5.76M - $6.77M
|
121K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
115K+ 26.68% |
$5.45M - $6.4M
|
544K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
112K+ 85.9% |
$5.32M - $6.25M
|
242K
$5.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
110KNew |
$5.23M - $6.15M
|
110K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
108K+ 69.4% |
$5.12M - $6.02M
|
263K
$6.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
102K+ 142.85% |
$4.86M - $5.71M
|
174K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
87.7K+ 128.7% |
$4.18M - $4.9M
|
156K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
86.7K+ 18.73% |
$4.13M - $4.85M
|
550K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
84.6K+ 9.15% |
$4.03M - $4.73M
|
1.01M
$23.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
79KNew |
$3.76M - $4.42M
|
79K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
68.5K+ 41.34% |
$3.26M - $3.83M
|
234K
$5.45M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
67.5KNew |
$3.21M - $3.77M
|
67.5K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65K+ 16.23% |
$3.1M - $3.63M
|
466K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
60.5K+ 66.18% |
$2.88M - $3.38M
|
152K
$3.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
58.8K+ 22.03% |
$2.8M - $3.29M
|
326K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
58.1KNew |
$2.77M - $3.25M
|
58.1K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
57.8K+ 20.35% |
$2.75M - $3.23M
|
342K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
57.5KNew |
$2.74M - $3.22M
|
57.5K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
55.7K+ 6.57% |
$2.65M - $3.11M
|
904K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55.5K+ 51.15% |
$2.64M - $3.1M
|
164K
$3.81M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
55.3KNew |
$2.63M - $3.09M
|
55.3K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
52KNew |
$2.48M - $2.91M
|
52K
$1.21M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50.7KNew |
$2.42M - $2.84M
|
50.7K
$1.18M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
50KNew |
$2.38M - $2.79M
|
50K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.8K+ 99.24% |
$2.32M - $2.73M
|
97.9K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.6K+ 5.23% |
$2.17M - $2.55M
|
918K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.4K+ 16.33% |
$2.16M - $2.54M
|
323K
$7.52M
|