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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
86+ 3.2% |
$4.09K - $4.81K
|
2.77K
$71.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
79+ 1.34% |
$3.76K - $4.42K
|
5.99K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
78+ 0.94% |
$3.71K - $4.36K
|
8.42K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
77+ 0.37% |
$3.67K - $4.31K
|
20.8K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
71+ 0.42% |
$3.38K - $3.97K
|
17.1K
$439K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
68+ 0.62% |
$3.24K - $3.8K
|
11K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
68New |
$3.24K - $3.8K
|
68
$1.75K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.58% |
$3.14K - $3.69K
|
4.23K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
65+ 0.42% |
$3.09K - $3.63K
|
15.5K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
63+ 0.38% |
$3K - $3.52K
|
16.4K
$423K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
63+ 0.41% |
$3K - $3.52K
|
15.3K
$392K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 12.27% |
$2.9K - $3.41K
|
558
$14.4K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$2.86K - $3.35K
|
60
$1.54K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
59+ 0.42% |
$2.81K - $3.3K
|
14.2K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
57+ 0.35% |
$2.71K - $3.19K
|
16.2K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 10.04% |
$2.67K - $3.13K
|
614
$15.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
56+ 2.13% |
$2.67K - $3.13K
|
2.69K
$69.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54+ 0.59% |
$2.57K - $3.02K
|
9.24K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 0.43% |
$2.38K - $2.8K
|
11.8K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.7% |
$2.38K - $2.8K
|
7.17K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.41% |
$2.24K - $2.63K
|
11.4K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
42New |
$2K - $2.35K
|
42
$1.08K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.42% |
$1.9K - $2.24K
|
9.54K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
38+ 0.39% |
$1.81K - $2.12K
|
9.74K
$251K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
33+ 0.07% |
$1.57K - $1.85K
|
46.7K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
32+ 0.38% |
$1.52K - $1.79K
|
8.52K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
31+ 0.31% |
$1.48K - $1.73K
|
9.95K
$256K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.22% |
$1.43K - $1.68K
|
13.7K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.38K - $1.62K
|
6.78K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 0.37% |
$1.33K - $1.57K
|
7.66K
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
27+ 0.08% |
$1.29K - $1.51K
|
34.2K
$880K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
26+ 0.21% |
$1.24K - $1.45K
|
12.5K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$1.24K - $1.45K
|
5.78K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
24+ 4.56% |
$1.14K - $1.34K
|
550
$14.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
23+ 0.41% |
$1.1K - $1.29K
|
5.6K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.09% |
$1.1K - $1.29K
|
25.7K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
23+ 0.42% |
$1.1K - $1.29K
|
5.53K
$142K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$1.1K - $1.29K
|
9.44K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
22+ 0.23% |
$1.05K - $1.23K
|
9.55K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
22+ 0.14% |
$1.05K - $1.23K
|
15.2K
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
22+ 0.38% |
$1.05K - $1.23K
|
5.77K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
21+ 0.42% |
$1K - $1.17K
|
5K
$129K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
21+ 0.41% |
$1K - $1.17K
|
5.11K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.18% |
$1K - $1.17K
|
11.8K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.34% |
$952 - $1.12K
|
5.89K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.35% |
$905 - $1.06K
|
5.39K
$139K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.4% |
$905 - $1.06K
|
4.81K
$124K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.35% |
$905 - $1.06K
|
5.52K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.4% |
$905 - $1.06K
|
4.72K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
18+ 0.02% |
$857 - $1.01K
|
73.9K
$1.9M
|