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
|
Schaeffer Financial LLC
|
BUY
|
- |
44.5K+ 18.36% |
$2.12M - $2.49M
|
287K
$6.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
43.4K+ 2.09% |
$2.07M - $2.43M
|
2.13M
$49.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
43K+ 13.61% |
$2.05M - $2.4M
|
359K
$8.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42.9K+ 214.9% |
$2.04M - $2.4M
|
62.9K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
42.1KNew |
$2.01M - $2.35M
|
42.1K
$980K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.7K+ 8.86% |
$1.98M - $2.33M
|
512K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40.9KNew |
$1.95M - $2.29M
|
40.9K
$952K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
40.5K+ 11.8% |
$1.93M - $2.26M
|
384K
$8.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40.4K+ 589.45% |
$1.92M - $2.26M
|
47.2K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
39.6K+ 2.49% |
$1.89M - $2.21M
|
1.63M
$38M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
35.2K+ 8.85% |
$1.67M - $1.97M
|
433K
$10.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
35.1K+ 22.24% |
$1.67M - $1.96M
|
193K
$4.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.4K+ 3.41% |
$1.64M - $1.92M
|
1.04M
$24.2M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
33.9K+ 3.74% |
$1.62M - $1.9M
|
943K
$21.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
33.6K+ 88.14% |
$1.6M - $1.88M
|
71.7K
$1.67M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
33.5KNew |
$1.59M - $1.87M
|
33.5K
$779K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
31.2KNew |
$1.48M - $1.74M
|
31.2K
$725K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30.5K+ 4.42% |
$1.45M - $1.71M
|
721K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 6.1% |
$1.45M - $1.7M
|
529K
$12.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
30.3KNew |
$1.44M - $1.7M
|
30.3K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.3K+ 334.48% |
$1.44M - $1.69M
|
39.3K
$915K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.1K+ 1.01% |
$1.43M - $1.68M
|
3.02M
$70.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30K+ 344.83% |
$1.43M - $1.68M
|
38.7K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 112.98% |
$1.41M - $1.66M
|
55.9K
$1.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
29.2K+ 243.59% |
$1.39M - $1.63M
|
41.2K
$958K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
28.6KNew |
$1.36M - $1.6M
|
28.6K
$666K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
27.1K+ 2.78% |
$1.29M - $1.52M
|
1M
$23.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
26.5K+ 216.1% |
$1.26M - $1.48M
|
38.7K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25.9KNew |
$1.23M - $1.45M
|
25.9K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.2K+ 358.25% |
$1.2M - $1.41M
|
32.2K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24.4K+ 119.48% |
$1.16M - $1.37M
|
44.9K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
24.4K+ 7.74% |
$1.16M - $1.36M
|
339K
$7.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
23.6K+ 7.58% |
$1.12M - $1.32M
|
335K
$7.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.5K+ 13.65% |
$1.12M - $1.31M
|
196K
$4.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22.9KNew |
$1.09M - $1.28M
|
22.9K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22.4K+ 21.66% |
$1.06M - $1.25M
|
126K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.3K+ 36.7% |
$1.06M - $1.25M
|
83.1K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.7K+ 29.55% |
$1.03M - $1.21M
|
95.1K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
21.7K+ 0.99% |
$1.03M - $1.21M
|
2.21M
$51.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 16.75% |
$1.01M - $1.18M
|
147K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
21.1K+ 43.15% |
$1M - $1.18M
|
70K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 4.14% |
$1M - $1.17M
|
529K
$12.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.9K+ 106.26% |
$994K - $1.17M
|
40.5K
$943K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.1K+ 43.0% |
$956K - $1.12M
|
66.8K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
19.3K+ 5.42% |
$920K - $1.08M
|
376K
$8.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19K+ 70.68% |
$903K - $1.06M
|
45.8K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
18K+ 20.26% |
$856K - $1.01M
|
107K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17.5KNew |
$834K - $980K
|
17.5K
$408K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
17.4KNew |
$826K - $970K
|
17.4K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
17.3K+ 43.88% |
$823K - $966K
|
56.7K
$1.32M
|