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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.1K+ 0.43% |
$814K - $956K
|
4.03M
$89.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
16K+ 5.88% |
$760K - $892K
|
287K
$6.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15.6KNew |
$741K - $870K
|
15.6K
$344K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.5K+ 13.03% |
$737K - $866K
|
134K
$2.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
15.3K+ 12.45% |
$730K - $857K
|
138K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.2K+ 1.0% |
$724K - $850K
|
1.54M
$34.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15K+ 4.03% |
$715K - $840K
|
388K
$8.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.9KNew |
$711K - $835K
|
14.9K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 20.3% |
$711K - $834K
|
88.4K
$1.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
14.8K+ 10.03% |
$706K - $829K
|
163K
$3.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
14.7K+ 2.71% |
$699K - $821K
|
557K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
14.6K+ 2.47% |
$694K - $816K
|
606K
$13.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.6KNew |
$693K - $814K
|
14.6K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14.5KNew |
$692K - $813K
|
14.5K
$322K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$681K - $800K
|
14.3K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
14.1KNew |
$672K - $790K
|
14.1K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
14.1K+ 24.33% |
$670K - $787K
|
72K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
13.8KNew |
$657K - $771K
|
13.8K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.8K+ 1.25% |
$655K - $769K
|
1.12M
$24.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
13.2K+ 5.75% |
$628K - $737K
|
242K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.1K+ 9.2% |
$623K - $732K
|
155K
$3.44M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 64.83% |
$620K - $728K
|
33.1K
$732K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.9KNew |
$616K - $723K
|
12.9K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.4KNew |
$592K - $695K
|
12.4K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.2K+ 4.96% |
$580K - $681K
|
258K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.1KNew |
$575K - $675K
|
12.1K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 5.79% |
$560K - $658K
|
215K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.3KNew |
$539K - $633K
|
11.3K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10.8KNew |
$516K - $606K
|
10.8K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 22.95% |
$504K - $592K
|
56.7K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 117.98% |
$499K - $586K
|
19.4K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.4K+ 108.07% |
$493K - $579K
|
20K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.94KNew |
$473K - $556K
|
9.94K
$220K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9.81K+ 1.72% |
$467K - $548K
|
581K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.63K+ 92.43% |
$458K - $538K
|
20K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.57K+ 6.53% |
$455K - $535K
|
156K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.5K+ 9.99% |
$452K - $531K
|
105K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.44KNew |
$449K - $528K
|
9.44K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.88K+ 58.23% |
$423K - $496K
|
24.1K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.85KNew |
$422K - $495K
|
8.85K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.82KNew |
$420K - $493K
|
8.82K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.65KNew |
$412K - $483K
|
8.65K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.6KNew |
$409K - $481K
|
8.6K
$190K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.54K+ 5.91% |
$406K - $477K
|
153K
$3.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.44KNew |
$402K - $472K
|
8.44K
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.38K+ 2.99% |
$399K - $469K
|
289K
$6.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
8.32K+ 1.73% |
$396K - $465K
|
489K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.15KNew |
$388K - $455K
|
8.15K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8.01KNew |
$382K - $448K
|
8.01K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.95K+ 1.06% |
$378K - $444K
|
758K
$16.8M
|