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
|
Assetmark, Inc
|
SELL
|
- |
-845- 74.71% |
$40.2K - $47.2K
|
286
$6.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-869- 0.75% |
$41.4K - $48.6K
|
115K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-875- 3.37% |
$41.7K - $48.9K
|
25.1K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-876- 3.01% |
$41.7K - $49K
|
28.3K
$606K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-898- 2.78% |
$42.8K - $50.2K
|
31.4K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-900- 10.22% |
$42.8K - $50.3K
|
7.91K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-940- 15.25% |
$44.8K - $52.6K
|
5.22K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-942- 7.93% |
$44.8K - $52.7K
|
10.9K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-963- 1.92% |
$45.8K - $53.8K
|
49.1K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-965- 1.6% |
$45.9K - $54K
|
59.2K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-983- 0.67% |
$46.8K - $55K
|
146K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.01K- 5.35% |
$48.2K - $56.6K
|
17.9K
$384K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 4.59% |
$48.8K - $57.4K
|
21.3K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 1.28% |
$49.5K - $58.1K
|
80.3K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 7.91% |
$50K - $58.7K
|
12.2K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.05K- 9.5% |
$50.1K - $58.9K
|
10K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.05K- 13.03% |
$50.2K - $58.9K
|
7.03K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 1.29% |
$50.8K - $59.6K
|
81.3K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.75% |
$51.1K - $60K
|
12.8K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.74% |
$51.2K - $60.2K
|
17.7K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.08K- 1.36% |
$51.2K - $60.2K
|
78.1K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.08K- 3.67% |
$51.4K - $60.4K
|
28.3K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 5.16% |
$51.7K - $60.7K
|
19.9K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.16K- 1.52% |
$55.2K - $64.9K
|
75K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 1.46% |
$55.5K - $65.2K
|
78.8K
$1.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.19K- 2.7% |
$56.8K - $66.6K
|
43K
$922K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.21K- 1.3% |
$57.8K - $67.9K
|
91.9K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.23K- 0.45% |
$58.6K - $68.8K
|
269K
$5.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.23K- 1.52% |
$58.7K - $68.9K
|
80K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.24K- 2.06% |
$59.1K - $69.4K
|
58.9K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-1.28K- 3.5% |
$60.9K - $71.6K
|
35.2K
$756K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.3K- 2.25% |
$62.1K - $72.9K
|
56.5K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.33K- 14.3% |
$63.3K - $74.3K
|
7.96K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.41K- 1.57% |
$67K - $78.7K
|
88.2K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.43K- 2.65% |
$67.9K - $79.7K
|
52.4K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 12.9% |
$68.6K - $80.6K
|
9.73K
$209K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.5K- 2.53% |
$71.2K - $83.6K
|
57.5K
$1.23M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 2.76% |
$73K - $85.8K
|
54K
$1.16M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.55K- 1.51% |
$73.8K - $86.7K
|
101K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.57K- 1.84% |
$74.8K - $87.8K
|
83.6K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.63K- 2.67% |
$77.4K - $90.9K
|
59.2K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.65K- 4.06% |
$78.5K - $92.2K
|
38.9K
$835K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.68K- 5.67% |
$79.9K - $93.9K
|
27.9K
$599K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.7K- 31.78% |
$80.9K - $95K
|
3.65K
$78.3K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.74K- 5.7% |
$82.8K - $97.2K
|
28.8K
$617K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-1.75K- 0.08% |
$83.2K - $97.7K
|
2.22M
$47.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.76K- 0.63% |
$83.7K - $98.2K
|
275K
$5.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.76K- 7.53% |
$83.8K - $98.5K
|
21.6K
$464K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.77K- 3.59% |
$84.4K - $99.1K
|
47.6K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.78K- 8.06% |
$84.8K - $99.6K
|
20.3K
$436K
|