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 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.1K- 5.7% |
$243K - $285K
|
84.3K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.14K- 54.95% |
$245K - $287K
|
4.21K
$97.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.26K- 2.36% |
$251K - $294K
|
217K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-5.61K- 1.81% |
$267K - $314K
|
304K
$7.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.68K- 38.72% |
$270K - $317K
|
8.98K
$209K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-5.72K- 19.19% |
$272K - $320K
|
24.1K
$560K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-5.74K- 0.58% |
$273K - $321K
|
990K
$23M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-5.83K- 39.3% |
$278K - $326K
|
9.01K
$209K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.01K- 4.02% |
$286K - $336K
|
143K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6.02K- 8.02% |
$287K - $337K
|
69.1K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.15K- 2.84% |
$293K - $344K
|
211K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.18K- 7.2% |
$294K - $345K
|
79.6K
$1.85M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.23K- 31.86% |
$297K - $348K
|
13.3K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.44K- 14.73% |
$307K - $360K
|
37.3K
$868K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-6.75K- 14.42% |
$321K - $377K
|
40K
$931K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.75K- 7.41% |
$321K - $377K
|
84.4K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-6.86K- 14.62% |
$327K - $383K
|
40.1K
$932K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-7.35K- 1.76% |
$350K - $411K
|
411K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.42K- 21.18% |
$353K - $415K
|
27.6K
$642K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.69K- 3.1% |
$366K - $430K
|
240K
$5.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-8.06K- 7.84% |
$384K - $451K
|
94.8K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.16K- 76.89% |
$388K - $456K
|
2.45K
$57K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-8.28K- 12.2% |
$394K - $463K
|
59.6K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-8.57K- 0.4% |
$408K - $479K
|
2.15M
$50.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-8.87K- 6.79% |
$422K - $496K
|
122K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-9.44K- 4.29% |
$449K - $528K
|
211K
$4.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-9.81K- 5.45% |
$467K - $549K
|
170K
$3.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 0.67% |
$520K - $611K
|
1.62M
$37.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.1K- 5.03% |
$528K - $620K
|
209K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11.6K- 23.13% |
$554K - $651K
|
38.7K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.8K- 5.13% |
$560K - $658K
|
217K
$5.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 12.91% |
$579K - $680K
|
82K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.6K- 3.46% |
$598K - $702K
|
351K
$8.16M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-13.2K- 2.71% |
$630K - $740K
|
475K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.3K- 9.04% |
$681K - $800K
|
144K
$3.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-14.3K- 10.38% |
$682K - $801K
|
124K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-15.6K- 10.53% |
$743K - $872K
|
132K
$3.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-15.8K- 3.72% |
$750K - $881K
|
408K
$9.5M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-16.6K- 8.17% |
$789K - $926K
|
186K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16.9K- 1.21% |
$807K - $948K
|
1.38M
$32.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-19.5K- 76.24% |
$926K - $1.09M
|
6.06K
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22K- 25.07% |
$1.05M - $1.23M
|
65.7K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-22K- 7.45% |
$1.05M - $1.23M
|
273K
$6.36M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-24.6K- 42.04% |
$1.17M - $1.37M
|
33.9K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25K- 3.54% |
$1.19M - $1.4M
|
683K
$15.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-26.1K- 60.53% |
$1.24M - $1.46M
|
17K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-26.1K- 3.49% |
$1.24M - $1.46M
|
722K
$16.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26.4K- 99.4% |
$1.26M - $1.48M
|
159
$3.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-26.6K- 76.84% |
$1.26M - $1.48M
|
8K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-28.7K- 0.8% |
$1.36M - $1.6M
|
3.53M
$82.2M
|