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 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-170- 0.53% |
$8.09K - $9.5K
|
32.1K
$710K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.88% |
$8.09K - $9.5K
|
8.89K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-175- 3.31% |
$8.33K - $9.78K
|
5.11K
$113K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-180- 0.57% |
$8.57K - $10.1K
|
31.6K
$698K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-180- 1.12% |
$8.57K - $10.1K
|
15.9K
$352K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-183- 0.36% |
$8.71K - $10.2K
|
51.3K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-186- 0.57% |
$8.86K - $10.4K
|
32.6K
$721K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-189- 2.23% |
$9K - $10.6K
|
8.29K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-190- 0.92% |
$9.05K - $10.6K
|
20.5K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-197- 0.84% |
$9.38K - $11K
|
23.3K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-200- 4.34% |
$9.52K - $11.2K
|
4.41K
$97.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-202- 0.77% |
$9.62K - $11.3K
|
25.9K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-210- 2.33% |
$10K - $11.7K
|
8.81K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-211- 1.06% |
$10K - $11.8K
|
19.6K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 2.7% |
$10.5K - $12.4K
|
7.98K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-225- 0.39% |
$10.7K - $12.6K
|
57K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-227- 0.58% |
$10.8K - $12.7K
|
38.9K
$860K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-231- 6.27% |
$11K - $12.9K
|
3.45K
$76.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-236- 9.61% |
$11.2K - $13.2K
|
2.22K
$49.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-240- 2.01% |
$11.4K - $13.4K
|
11.7K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-242- 2.87% |
$11.5K - $13.5K
|
8.18K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-243- 0.41% |
$11.6K - $13.6K
|
59.7K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-246- 1.53% |
$11.7K - $13.8K
|
15.8K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-250- 0.28% |
$11.9K - $14K
|
87.9K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-255- 2.78% |
$12.1K - $14.3K
|
8.91K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-262- 1.45% |
$12.5K - $14.6K
|
17.8K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-263- 3.01% |
$12.5K - $14.7K
|
8.47K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-264- 1.4% |
$12.6K - $14.8K
|
18.5K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-267- 2.6% |
$12.7K - $14.9K
|
10K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-276- 7.23% |
$13.1K - $15.4K
|
3.54K
$78.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-278- 1.02% |
$13.2K - $15.5K
|
27K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-283- 1.22% |
$13.5K - $15.8K
|
22.9K
$506K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-283- 6.64% |
$13.5K - $15.8K
|
3.98K
$88K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-305- 2.36% |
$14.5K - $17.1K
|
12.6K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-315- 4.0% |
$15K - $17.6K
|
7.56K
$167K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-315- 2.87% |
$15K - $17.6K
|
10.7K
$236K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-317- 2.41% |
$15.1K - $17.7K
|
12.8K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-319- 0.76% |
$15.2K - $17.8K
|
41.7K
$923K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-320- 0.41% |
$15.2K - $17.9K
|
77.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-324- 0.93% |
$15.4K - $18.1K
|
34.4K
$761K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-325- 1.65% |
$15.5K - $18.2K
|
19.3K
$428K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-330- 99.7% |
$15.7K - $18.5K
|
1
$22.1
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-337- 0.41% |
$16K - $18.8K
|
82.5K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-338- 0.9% |
$16.1K - $18.9K
|
37.1K
$819K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-343- 2.47% |
$16.3K - $19.2K
|
13.6K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-343- 1.48% |
$16.3K - $19.2K
|
22.8K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-348- 1.06% |
$16.6K - $19.5K
|
32.6K
$721K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-362- 7.87% |
$17.2K - $20.2K
|
4.24K
$93.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-381- 1.11% |
$18.1K - $21.3K
|
34K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-382- 0.3% |
$18.2K - $21.4K
|
128K
$2.83M
|