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 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-118- 0.61% |
$5.62K - $6.6K
|
19.1K
$410K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-124- 0.46% |
$5.9K - $6.93K
|
26.6K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-126- 0.46% |
$6K - $7.04K
|
27.3K
$586K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-134- 0.42% |
$6.38K - $7.49K
|
31.5K
$676K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 0.8% |
$7.14K - $8.39K
|
18.6K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-157- 3.51% |
$7.47K - $8.78K
|
4.31K
$92.5K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-165- 1.83% |
$7.86K - $9.23K
|
8.85K
$190K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-166- 0.29% |
$7.9K - $9.28K
|
57.7K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 3.2% |
$7.95K - $9.34K
|
5.05K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-170- 0.53% |
$8.09K - $9.5K
|
32.1K
$689K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.88% |
$8.09K - $9.5K
|
8.89K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-175- 3.31% |
$8.33K - $9.78K
|
5.11K
$110K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-180- 0.57% |
$8.57K - $10.1K
|
31.6K
$677K
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-180- 1.12% |
$8.57K - $10.1K
|
15.9K
$341K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-183- 0.36% |
$8.71K - $10.2K
|
51.3K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-186- 0.57% |
$8.86K - $10.4K
|
32.6K
$700K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-189- 2.23% |
$9K - $10.6K
|
8.29K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-190- 0.92% |
$9.05K - $10.6K
|
20.5K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-197- 0.84% |
$9.38K - $11K
|
23.3K
$500K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-200- 4.34% |
$9.52K - $11.2K
|
4.41K
$94.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-202- 0.77% |
$9.62K - $11.3K
|
25.9K
$556K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-210- 2.33% |
$10K - $11.7K
|
8.81K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-211- 1.06% |
$10K - $11.8K
|
19.6K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 2.7% |
$10.5K - $12.4K
|
7.98K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-225- 0.39% |
$10.7K - $12.6K
|
57K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-227- 0.58% |
$10.8K - $12.7K
|
38.9K
$834K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-231- 6.27% |
$11K - $12.9K
|
3.45K
$74.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-236- 9.61% |
$11.2K - $13.2K
|
2.22K
$47.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-240- 2.01% |
$11.4K - $13.4K
|
11.7K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-242- 2.87% |
$11.5K - $13.5K
|
8.18K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-243- 0.41% |
$11.6K - $13.6K
|
59.7K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-246- 1.53% |
$11.7K - $13.8K
|
15.8K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-250- 0.28% |
$11.9K - $14K
|
87.9K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-255- 2.78% |
$12.1K - $14.3K
|
8.91K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-262- 1.45% |
$12.5K - $14.6K
|
17.8K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-263- 3.01% |
$12.5K - $14.7K
|
8.47K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-264- 1.4% |
$12.6K - $14.8K
|
18.5K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-267- 2.6% |
$12.7K - $14.9K
|
10K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-276- 7.23% |
$13.1K - $15.4K
|
3.54K
$76K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-278- 1.02% |
$13.2K - $15.5K
|
27K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-283- 1.22% |
$13.5K - $15.8K
|
22.9K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-283- 6.64% |
$13.5K - $15.8K
|
3.98K
$85.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-305- 2.36% |
$14.5K - $17.1K
|
12.6K
$271K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-315- 2.87% |
$15K - $17.6K
|
10.7K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-315- 4.0% |
$15K - $17.6K
|
7.56K
$162K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-317- 2.41% |
$15.1K - $17.7K
|
12.8K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-319- 0.76% |
$15.2K - $17.8K
|
41.7K
$895K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-320- 0.41% |
$15.2K - $17.9K
|
77.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-324- 0.93% |
$15.4K - $18.1K
|
34.4K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-325- 1.65% |
$15.5K - $18.2K
|
19.3K
$415K
|