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 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.04K- 20.59% |
$97K - $114K
|
7.86K
$174K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.1K- 2.44% |
$100K - $118K
|
83.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 40.35% |
$100K - $118K
|
3.12K
$68.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 1.3% |
$103K - $121K
|
165K
$3.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.19K- 7.1% |
$104K - $122K
|
28.6K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.24K- 18.04% |
$107K - $125K
|
10.2K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.41% |
$107K - $126K
|
91.1K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.27K- 5.99% |
$108K - $127K
|
35.6K
$787K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.3K- 6.12% |
$110K - $129K
|
35.3K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 6.82% |
$111K - $130K
|
31.7K
$701K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.36K- 1.15% |
$112K - $132K
|
203K
$4.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.38K- 3.39% |
$113K - $133K
|
67.8K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.42K- 1.5% |
$115K - $135K
|
159K
$3.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.54K- 1.52% |
$121K - $142K
|
165K
$3.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.57K- 23.77% |
$122K - $143K
|
8.23K
$182K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.73K- 11.13% |
$130K - $153K
|
21.8K
$482K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-2.88K- 11.3% |
$137K - $161K
|
22.6K
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-3.09K- 7.14% |
$147K - $173K
|
40.2K
$889K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.19K- 1.64% |
$152K - $178K
|
191K
$4.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.2K- 16.42% |
$152K - $179K
|
16.3K
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-3.22K- 0.41% |
$153K - $180K
|
780K
$17.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.23K- 5.4% |
$154K - $180K
|
56.5K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.25K- 32.03% |
$155K - $182K
|
6.9K
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.34K- 9.02% |
$159K - $187K
|
33.7K
$746K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-3.57K- 37.22% |
$170K - $200K
|
6.03K
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.58K- 2.6% |
$170K - $200K
|
134K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.59K- 7.38% |
$171K - $201K
|
45.1K
$998K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.81K- 1.21% |
$182K - $213K
|
311K
$6.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.98K- 5.52% |
$189K - $222K
|
68.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.28K- 15.49% |
$204K - $239K
|
23.4K
$516K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.31K- 5.74% |
$205K - $241K
|
70.8K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 0.48% |
$211K - $248K
|
912K
$20.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.52K- 18.5% |
$215K - $253K
|
19.9K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-4.53K- 4.16% |
$216K - $253K
|
104K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.57K- 7.01% |
$218K - $256K
|
60.7K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.69K- 10.02% |
$223K - $262K
|
42.1K
$931K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.7K- 50.95% |
$224K - $263K
|
4.52K
$100K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.71K- 1.45% |
$224K - $263K
|
320K
$7.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.72K- 2.12% |
$225K - $264K
|
217K
$4.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.75K- 11.23% |
$226K - $266K
|
37.6K
$831K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-4.81K- 98.99% |
$229K - $269K
|
49
$1.08K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.84K- 28.97% |
$230K - $271K
|
11.9K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.86K- 13.23% |
$232K - $272K
|
31.9K
$705K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.92K- 0.76% |
$234K - $275K
|
641K
$14.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-4.97K- 9.55% |
$236K - $278K
|
47K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.08K- 8.48% |
$242K - $284K
|
54.9K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.1K- 5.7% |
$243K - $285K
|
84.3K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.14K- 54.95% |
$245K - $287K
|
4.21K
$93.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.26K- 2.36% |
$251K - $294K
|
217K
$4.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-5.61K- 1.81% |
$267K - $314K
|
304K
$6.71M
|