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 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.42K+ 6.27% |
$67.5K - $79.3K
|
24K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.41KNew |
$67K - $78.7K
|
1.41K
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 0.99% |
$66.9K - $78.6K
|
143K
$3.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 0.93% |
$65.8K - $77.3K
|
149K
$3.3M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.32K+ 14.86% |
$62.8K - $73.8K
|
10.2K
$226K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.28K+ 41.47% |
$60.8K - $71.4K
|
4.36K
$96.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.27K+ 16.02% |
$60.4K - $70.9K
|
9.18K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.23KNew |
$58.3K - $68.5K
|
1.23K
$27.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 38.08% |
$56.4K - $66.3K
|
4.3K
$95K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.14K+ 1.35% |
$54.4K - $63.9K
|
85.7K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.11K+ 0.32% |
$52.8K - $62.1K
|
347K
$7.66M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$52.5K - $61.6K
|
1.1K
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.1K+ 1.29% |
$52.4K - $61.5K
|
86.6K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.09K+ 18.87% |
$52K - $61.1K
|
6.88K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.08K+ 4.6% |
$51.3K - $60.2K
|
24.5K
$541K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 3.06% |
$50.9K - $59.8K
|
36K
$797K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.07K+ 12.55% |
$50.9K - $59.8K
|
9.59K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.05K+ 10.63% |
$50K - $58.8K
|
10.9K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.04K+ 0.96% |
$49.5K - $58.1K
|
110K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.01K+ 11.62% |
$48.1K - $56.5K
|
9.7K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
965+ 21.24% |
$45.9K - $54K
|
5.51K
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
953+ 5.64% |
$45.4K - $53.3K
|
17.9K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
951+ 1.84% |
$45.3K - $53.2K
|
52.6K
$1.16M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
940New |
$44.8K - $52.6K
|
940
$20.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
938+ 1.6% |
$44.7K - $52.4K
|
59.5K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
935+ 4.32% |
$44.5K - $52.3K
|
22.6K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
910+ 4.95% |
$43.3K - $50.9K
|
19.3K
$426K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
893+ 2.3% |
$42.5K - $49.9K
|
39.7K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
867+ 1.36% |
$41.3K - $48.5K
|
64.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
858New |
$40.8K - $48K
|
858
$19K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
841+ 1.81% |
$40K - $47K
|
47.2K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$40K - $47K
|
840
$18.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
824New |
$39.2K - $46.1K
|
824
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
811+ 56.32% |
$38.6K - $45.3K
|
2.25K
$49.8K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
803+ 4.23% |
$38.2K - $44.9K
|
19.8K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
796+ 21.67% |
$37.9K - $44.5K
|
4.47K
$98.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
789+ 3.91% |
$37.6K - $44.1K
|
20.9K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
786+ 0.08% |
$37.4K - $43.9K
|
1.03M
$22.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
779New |
$37.1K - $43.6K
|
779
$17.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
778+ 0.89% |
$37K - $43.5K
|
87.9K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
777+ 4.43% |
$37K - $43.4K
|
18.3K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
768+ 8.73% |
$36.6K - $42.9K
|
9.57K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
765+ 1.18% |
$36.4K - $42.8K
|
65.7K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
742New |
$35.3K - $41.5K
|
742
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
731+ 0.94% |
$34.8K - $40.9K
|
78.4K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
730New |
$34.8K - $40.8K
|
730
$16.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
715New |
$34K - $40K
|
715
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
656+ 4.07% |
$31.2K - $36.7K
|
16.8K
$370K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
651+ 1.82% |
$31K - $36.4K
|
36.4K
$805K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
609+ 1.15% |
$29K - $34K
|
53.6K
$1.18M
|