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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-388- 1.31% |
$18.5K - $21.7K
|
29.2K
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-395- 3.09% |
$18.8K - $22.1K
|
12.4K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-396- 2.93% |
$18.9K - $22.1K
|
13.1K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-398- 3.26% |
$18.9K - $22.3K
|
11.8K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-413- 5.12% |
$19.7K - $23.1K
|
7.65K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-429- 0.64% |
$20.4K - $24K
|
66.3K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-437- 2.25% |
$20.8K - $24.4K
|
19K
$420K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-461- 3.15% |
$21.9K - $25.8K
|
14.2K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-464- 22.81% |
$22.1K - $25.9K
|
1.57K
$34.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-465- 3.48% |
$22.1K - $26K
|
12.9K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-475- 2.83% |
$22.6K - $26.6K
|
16.3K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-479- 6.08% |
$22.8K - $26.8K
|
7.4K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-480- 1.3% |
$22.9K - $26.8K
|
36.6K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-508- 6.63% |
$24.2K - $28.4K
|
7.15K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-552- 60.26% |
$26.3K - $30.9K
|
364
$8.05K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-561- 7.52% |
$26.7K - $31.4K
|
6.9K
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-563- 1.21% |
$26.8K - $31.5K
|
45.8K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-563- 2.84% |
$26.8K - $31.5K
|
19.3K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-580- 2.87% |
$27.6K - $32.4K
|
19.6K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-610- 1.87% |
$29K - $34.1K
|
32.1K
$709K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-624- 3.26% |
$29.7K - $34.9K
|
18.5K
$409K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-633- 1.92% |
$30.1K - $35.4K
|
32.4K
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-654- 0.13% |
$31.1K - $36.6K
|
505K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-660- 10.82% |
$31.4K - $36.9K
|
5.44K
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-661- 11.86% |
$31.5K - $37K
|
4.91K
$109K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-666- 5.09% |
$31.7K - $37.2K
|
12.4K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-674- 1.77% |
$32.1K - $37.7K
|
37.5K
$828K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-680- 1.07% |
$32.4K - $38K
|
63.1K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-683- 6.39% |
$32.5K - $38.2K
|
10K
$221K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-683- 3.67% |
$32.5K - $38.2K
|
17.9K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-686- 11.15% |
$32.7K - $38.4K
|
5.47K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-705- 15.9% |
$33.6K - $39.4K
|
3.73K
$82.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-713- 4.82% |
$33.9K - $39.9K
|
14.1K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-716- 1.39% |
$34.1K - $40K
|
51K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-720- 0.85% |
$34.3K - $40.3K
|
84K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-735- 7.77% |
$35K - $41.1K
|
8.72K
$193K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-736- 14.05% |
$35K - $41.1K
|
4.5K
$99.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-754- 1.05% |
$35.9K - $42.2K
|
71.3K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-765- 0.03% |
$36.4K - $42.8K
|
2.34M
$51.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-809- 14.94% |
$38.5K - $45.2K
|
4.61K
$102K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-828- 10.66% |
$39.4K - $46.3K
|
6.94K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-845- 74.71% |
$40.2K - $47.2K
|
286
$6.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-869- 0.75% |
$41.4K - $48.6K
|
115K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-875- 3.37% |
$41.7K - $48.9K
|
25.1K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-876- 3.01% |
$41.7K - $49K
|
28.3K
$625K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-898- 2.78% |
$42.8K - $50.2K
|
31.4K
$695K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-900- 10.22% |
$42.8K - $50.3K
|
7.91K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-940- 15.25% |
$44.8K - $52.6K
|
5.22K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-942- 7.93% |
$44.8K - $52.7K
|
10.9K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-963- 1.92% |
$45.8K - $53.8K
|
49.1K
$1.09M
|