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
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.87KNew |
$375K - $440K
|
7.87K
$174K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.84K+ 5.37% |
$373K - $439K
|
154K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.61KNew |
$362K - $426K
|
7.61K
$168K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.52K+ 6.51% |
$358K - $421K
|
123K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.52K+ 2.95% |
$358K - $420K
|
263K
$5.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.27K+ 30.75% |
$346K - $406K
|
30.9K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
7.24K+ 1.37% |
$345K - $405K
|
536K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7.14K+ 4.57% |
$340K - $399K
|
163K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7KNew |
$333K - $391K
|
7K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6.91KNew |
$329K - $386K
|
6.91K
$153K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.87KNew |
$327K - $384K
|
6.87K
$152K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.69K+ 12.24% |
$318K - $374K
|
61.3K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.47K+ 0.42% |
$308K - $362K
|
1.54M
$34.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.46K+ 15.36% |
$308K - $361K
|
48.5K
$1.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.44KNew |
$307K - $360K
|
6.44K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
6.39K+ 5.5% |
$304K - $357K
|
123K
$2.71M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
6.39KNew |
$304K - $357K
|
6.39K
$141K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.38K+ 14.99% |
$304K - $357K
|
49K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.26K+ 21.32% |
$298K - $350K
|
35.6K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$295K - $347K
|
6.2K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.11K+ 13.14% |
$291K - $342K
|
52.7K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.1K+ 22.4% |
$290K - $341K
|
33.3K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5.99K+ 4.05% |
$285K - $335K
|
154K
$3.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.98KNew |
$285K - $335K
|
5.98K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.95K+ 3.1% |
$283K - $333K
|
198K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.89K+ 98.74% |
$280K - $329K
|
11.9K
$262K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
5.85KNew |
$278K - $327K
|
5.85K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.71K+ 3.92% |
$272K - $319K
|
151K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.68K+ 2.75% |
$270K - $317K
|
212K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.63K+ 38.11% |
$268K - $315K
|
20.4K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.5K+ 12.03% |
$262K - $308K
|
51.2K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.47KNew |
$260K - $306K
|
5.47K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 0.44% |
$260K - $305K
|
1.24M
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.35KNew |
$255K - $299K
|
5.35K
$118K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.22KNew |
$248K - $292K
|
5.22K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.16K+ 67.65% |
$246K - $289K
|
12.8K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.05KNew |
$241K - $282K
|
5.05K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.99K+ 124800.0% |
$238K - $279K
|
5K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.95KNew |
$236K - $277K
|
4.95K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.85K+ 4.56% |
$231K - $271K
|
111K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.81K+ 3.06% |
$229K - $269K
|
162K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
4.8K+ 18.83% |
$229K - $269K
|
30.3K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.79K+ 1.21% |
$228K - $268K
|
401K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.78K+ 37.53% |
$227K - $267K
|
17.5K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.72K+ 8.07% |
$225K - $264K
|
63.3K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.68KNew |
$223K - $262K
|
4.68K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.67KNew |
$222K - $261K
|
4.67K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.65K+ 28.47% |
$221K - $260K
|
21K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$221K - $260K
|
4.65K
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.63KNew |
$220K - $259K
|
4.63K
$102K
|