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 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.61KNew |
$220K - $258K
|
4.61K
$102K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.54KNew |
$216K - $254K
|
4.54K
$100K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.5K+ 17.86% |
$214K - $251K
|
29.7K
$656K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.46K+ 11.07% |
$213K - $250K
|
44.8K
$990K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.43K+ 7.24% |
$211K - $247K
|
65.6K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 49.56% |
$204K - $240K
|
12.9K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$202K - $237K
|
4.25K
$93.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.25K+ 6.58% |
$202K - $237K
|
68.7K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.22K+ 71.11% |
$201K - $236K
|
10.1K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.19KNew |
$199K - $234K
|
4.19K
$92.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.16KNew |
$198K - $232K
|
4.16K
$91.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.12KNew |
$196K - $230K
|
4.12K
$91K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.07K+ 0.52% |
$194K - $227K
|
791K
$17.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4.02K+ 15.25% |
$191K - $225K
|
30.4K
$671K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4KNew |
$190K - $224K
|
4K
$88.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4KNew |
$190K - $224K
|
4K
$88.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
4KNew |
$190K - $223K
|
4K
$88.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.97KNew |
$189K - $222K
|
3.97K
$87.9K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.93KNew |
$187K - $220K
|
3.93K
$86.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.92K+ 0.47% |
$187K - $219K
|
836K
$18.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 70.58% |
$186K - $219K
|
9.47K
$209K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.92KNew |
$186K - $219K
|
3.92K
$86.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.92KNew |
$186K - $219K
|
3.92K
$86.6K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.91K+ 9.74% |
$186K - $219K
|
44K
$974K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.87K+ 27.76% |
$184K - $217K
|
17.8K
$394K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3.87KNew |
$184K - $216K
|
3.87K
$85.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
3.85KNew |
$183K - $215K
|
3.85K
$85.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
3.85K+ 5.46% |
$183K - $215K
|
74.4K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.81K+ 15.18% |
$181K - $213K
|
28.9K
$639K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.81K+ 66.91% |
$181K - $213K
|
9.49K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
3.8KNew |
$181K - $212K
|
3.8K
$84K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.79KNew |
$180K - $212K
|
3.79K
$83.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
3.76KNew |
$179K - $210K
|
3.76K
$83.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.75KNew |
$178K - $209K
|
3.75K
$82.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.74KNew |
$178K - $209K
|
3.74K
$82.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.73KNew |
$178K - $209K
|
3.73K
$82.5K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
3.69K+ 16.88% |
$176K - $207K
|
25.6K
$565K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68KNew |
$175K - $206K
|
3.68K
$81.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.67K+ 3.94% |
$175K - $205K
|
96.8K
$2.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.66KNew |
$174K - $204K
|
3.66K
$80.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.65KNew |
$174K - $204K
|
3.65K
$80.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.65KNew |
$174K - $204K
|
3.65K
$80.7K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.64K+ 90.43% |
$173K - $203K
|
7.66K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.63KNew |
$173K - $203K
|
3.63K
$80.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.55K+ 55.56% |
$169K - $198K
|
9.93K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.5K+ 12.44% |
$166K - $195K
|
31.6K
$699K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.4K+ 16.59% |
$162K - $190K
|
23.9K
$528K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.39K+ 78.1% |
$161K - $189K
|
7.72K
$171K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.36K+ 6.03% |
$160K - $188K
|
59K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 1.79% |
$151K - $177K
|
180K
$3.98M
|