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 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
17+ 0.02% |
$809 - $950
|
80.4K
$1.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16+ 0.14% |
$762 - $895
|
11.4K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.07% |
$714 - $839
|
20.8K
$478K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 0.1% |
$714 - $839
|
14.9K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.33% |
$714 - $839
|
4.58K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13+ 0.05% |
$619 - $727
|
24.1K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.05% |
$571 - $671
|
22.8K
$523K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.1% |
$524 - $615
|
11.1K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.21% |
$524 - $615
|
5.34K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$524 - $615
|
9.34K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10+ 0.07% |
$476 - $559
|
14.5K
$333K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 2.67% |
$476 - $559
|
384
$8.83K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10New |
$476 - $559
|
10
$230
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
10+ 0.07% |
$476 - $559
|
14.6K
$335K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
8+ 6.4% |
$381 - $447
|
133
$3.06K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
$381 - $447
|
2.21K
$50.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.01% |
$381 - $447
|
122K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.41% |
$333 - $391
|
1.71K
$39.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.07% |
$333 - $391
|
9.83K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
6+ 0.1% |
$286 - $335
|
5.94K
$137K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$286 - $335
|
6
$138
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$286 - $335
|
6
$138
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6+ 0.1% |
$286 - $335
|
6.23K
$143K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 0.49% |
$238 - $280
|
1.03K
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.4% |
$238 - $280
|
1.24K
$28.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.31% |
$238 - $280
|
1.63K
$37.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.62% |
$238 - $280
|
812
$18.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3+ 0.07% |
$143 - $168
|
4.14K
$95.3K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.07% |
$143 - $168
|
4.11K
$94.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.06% |
$143 - $168
|
5.28K
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.55% |
$143 - $168
|
550
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.45% |
$143 - $168
|
671
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3+ 0.03% |
$143 - $168
|
9.7K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$95.2 - $112
|
546
$12.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2+ 0.04% |
$95.2 - $112
|
4.78K
$110K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
7.36K
$169K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$95.2 - $112
|
18.3K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
5.85K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
7.5K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.39% |
$95.2 - $112
|
515
$11.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$95.2 - $112
|
4.19K
$96.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.14% |
$95.2 - $112
|
1.48K
$34K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
6.84K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.49% |
$95.2 - $112
|
411
$9.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.76% |
$47.6 - $55.9
|
132
$3.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.27% |
$47.6 - $55.9
|
370
$8.51K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$47.6 - $55.9
|
1
$23
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.3% |
$47.6 - $55.9
|
336
$7.73K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$47.6 - $55.9
|
9.18K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.8% |
$47.6 - $55.9
|
126
$2.9K
|