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 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 1.79% |
$151K - $177K
|
180K
$4.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.17K+ 0.9% |
$151K - $177K
|
354K
$8.23M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.13K+ 0.98% |
$149K - $175K
|
321K
$7.46M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 1.85% |
$148K - $174K
|
171K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.11K+ 79.88% |
$148K - $174K
|
7K
$163K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.05K+ 0.83% |
$145K - $171K
|
373K
$8.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.98KNew |
$142K - $167K
|
2.98K
$69.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.88K+ 2.29% |
$137K - $161K
|
129K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.86K+ 18.99% |
$136K - $160K
|
17.9K
$417K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.86K+ 22.86% |
$136K - $160K
|
15.3K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.85K+ 51.4% |
$136K - $159K
|
8.39K
$195K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.68K+ 1.6% |
$127K - $150K
|
170K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.66K+ 1.54% |
$127K - $149K
|
176K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 12.28% |
$126K - $148K
|
24.2K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 47.39% |
$126K - $148K
|
8.23K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.64KNew |
$126K - $148K
|
2.64K
$61.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.62K+ 4.97% |
$125K - $147K
|
55.5K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.6KNew |
$124K - $145K
|
2.6K
$60.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.58K+ 2.8% |
$123K - $144K
|
94.7K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.57K+ 24.27% |
$123K - $144K
|
13.2K
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.57K+ 0.99% |
$122K - $144K
|
262K
$6.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 18.8% |
$122K - $143K
|
16.2K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.53K+ 275.87% |
$120K - $141K
|
3.44K
$80.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5K+ 6.24% |
$119K - $140K
|
42.6K
$990K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.41K+ 12.73% |
$115K - $135K
|
21.4K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.38K+ 6.12% |
$113K - $133K
|
41.3K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 9.18% |
$113K - $132K
|
28.1K
$654K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2.36KNew |
$112K - $132K
|
2.36K
$54.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.31K+ 1.32% |
$110K - $129K
|
177K
$4.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29K+ 6.94% |
$109K - $128K
|
35.3K
$821K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.29K+ 1.39% |
$109K - $128K
|
167K
$3.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.29K+ 1.71% |
$109K - $128K
|
136K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
2.25K+ 0.09% |
$107K - $126K
|
2.45M
$57.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.23KNew |
$106K - $125K
|
2.23K
$51.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.02K+ 110.29% |
$95.9K - $113K
|
3.84K
$89.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2KNew |
$95.2K - $112K
|
2K
$46.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.92K+ 48.45% |
$91.5K - $107K
|
5.89K
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.87KNew |
$88.9K - $104K
|
1.87K
$43.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.77K+ 9.46% |
$84.5K - $99.2K
|
20.5K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.71K+ 3.02% |
$81.5K - $95.7K
|
58.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.71K+ 14.67% |
$81.3K - $95.4K
|
13.3K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 4.02% |
$78.8K - $92.6K
|
42.8K
$996K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.65K+ 0.61% |
$78.7K - $92.4K
|
274K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.64K+ 12.76% |
$77.9K - $91.5K
|
14.5K
$336K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.63K+ 15.64% |
$77.5K - $91K
|
12K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.59K+ 1.21% |
$75.7K - $89K
|
134K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.53K+ 1.48% |
$72.6K - $85.3K
|
105K
$2.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.51K+ 8.94% |
$72K - $84.5K
|
18.4K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 1.4% |
$71.2K - $83.6K
|
108K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.46K+ 2.12% |
$69.5K - $81.6K
|
70.4K
$1.64M
|