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
|
Northern Capital Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$143 - $168
|
12K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-4- 0.01% |
$190 - $224
|
37.7K
$834K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7- 0.02% |
$333 - $391
|
36.4K
$805K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8- 0.15% |
$381 - $447
|
5.23K
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-8- 0.1% |
$381 - $447
|
8.34K
$184K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-12- -0.0% |
$571 - $671
|
371K
$8.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-15- 0.1% |
$714 - $839
|
15.5K
$342K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-16- 0.34% |
$762 - $895
|
4.73K
$105K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-19- 0.23% |
$905 - $1.06K
|
8.29K
$183K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-20- 0.09% |
$952 - $1.12K
|
21.4K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-24- 0.37% |
$1.14K - $1.34K
|
6.48K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 10.5% |
$1.19K - $1.4K
|
213
$4.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-27- 0.13% |
$1.29K - $1.51K
|
20.3K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-27- 0.4% |
$1.29K - $1.51K
|
6.65K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-31- 0.65% |
$1.48K - $1.73K
|
4.76K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-35- 0.18% |
$1.67K - $1.96K
|
19.4K
$428K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.05K - $2.4K
|
5.2K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-54- 0.29% |
$2.57K - $3.02K
|
18.6K
$411K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-56- 1.34% |
$2.67K - $3.13K
|
4.11K
$90.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-58- 1.89% |
$2.76K - $3.24K
|
3K
$66.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-60- 1.08% |
$2.86K - $3.35K
|
5.49K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-62- 4.21% |
$2.95K - $3.47K
|
1.41K
$31.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-63- 0.13% |
$3K - $3.52K
|
46.8K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-66- 1.24% |
$3.14K - $3.69K
|
5.28K
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-67- 0.66% |
$3.19K - $3.75K
|
10K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-77- 1.63% |
$3.67K - $4.31K
|
4.65K
$103K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-83- 0.69% |
$3.95K - $4.64K
|
11.9K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-85- 1.16% |
$4.05K - $4.75K
|
7.25K
$160K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-95- 2.24% |
$4.52K - $5.31K
|
4.15K
$91.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-97- 0.05% |
$4.62K - $5.42K
|
188K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-100- 19.23% |
$4.76K - $5.59K
|
420
$9.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-103- 0.25% |
$4.9K - $5.76K
|
41.6K
$920K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-103- 2.11% |
$4.9K - $5.76K
|
4.77K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-106- 1.33% |
$5.05K - $5.93K
|
7.88K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-107- 0.7% |
$5.09K - $5.98K
|
15.2K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-107- 2.59% |
$5.09K - $5.98K
|
4.02K
$88.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-107- 1.18% |
$5.09K - $5.98K
|
8.99K
$199K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-110- 1.54% |
$5.24K - $6.15K
|
7.04K
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-110- 9.97% |
$5.24K - $6.15K
|
993
$22K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-116- 0.25% |
$5.52K - $6.49K
|
46.4K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-116- 0.25% |
$5.52K - $6.49K
|
46.4K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-118- 0.61% |
$5.62K - $6.6K
|
19.1K
$423K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-124- 0.46% |
$5.9K - $6.93K
|
26.6K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-126- 0.46% |
$6K - $7.04K
|
27.3K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-134- 0.42% |
$6.38K - $7.49K
|
31.5K
$697K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 0.8% |
$7.14K - $8.39K
|
18.6K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-157- 3.51% |
$7.47K - $8.78K
|
4.31K
$95.4K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-165- 1.83% |
$7.86K - $9.23K
|
8.85K
$196K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-166- 0.29% |
$7.9K - $9.28K
|
57.7K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 3.2% |
$7.95K - $9.34K
|
5.05K
$112K
|