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 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-34K- 27.06% |
$1.62M - $1.9M
|
91.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.1K- 4.6% |
$1.72M - $2.02M
|
749K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-40.4K- 1.12% |
$1.92M - $2.26M
|
3.57M
$83M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-40.4K- 85.3% |
$1.92M - $2.26M
|
6.96K
$162K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43K- 4.01% |
$2.05M - $2.4M
|
1.03M
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-44.1K- 86.62% |
$2.1M - $2.46M
|
6.81K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-48.4K- 97.7% |
$2.31M - $2.71M
|
1.14K
$26.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-52.1K- 8.41% |
$2.48M - $2.91M
|
567K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-54.5K- 12.79% |
$2.6M - $3.05M
|
372K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54.5K- 12.79% |
$2.6M - $3.05M
|
372K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.3K- 12.23% |
$3.11M - $3.65M
|
469K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-69.4K- 18.06% |
$3.3M - $3.88M
|
315K
$7.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74.1K- 5.19% |
$3.53M - $4.14M
|
1.35M
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-90.8K- 19.53% |
$4.32M - $5.08M
|
374K
$8.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-107K- 19.77% |
$5.11M - $6M
|
436K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-111K- 50.1% |
$5.3M - $6.23M
|
111K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-127K- 9.84% |
$6.06M - $7.11M
|
1.17M
$27.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-136K- 23.99% |
$6.47M - $7.59M
|
430K
$10M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 14.51% |
$7.42M - $8.71M
|
918K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-168K- 48.58% |
$7.98M - $9.37M
|
177K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-200K- 4.72% |
$9.52M - $11.2M
|
4.03M
$93.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-202K- 96.81% |
$9.63M - $11.3M
|
6.67K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-218K- 3.23% |
$10.4M - $12.2M
|
6.52M
$152M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-817K- 3.46% |
$38.9M - $45.7M
|
22.8M
$530M
|