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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
609+ 1.15% |
$29K - $34K
|
53.6K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
609+ 133.55% |
$29K - $34K
|
1.07K
$24.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
608+ 0.32% |
$28.9K - $34K
|
192K
$4.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
604+ 0.49% |
$28.8K - $33.8K
|
124K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
586+ 21.93% |
$27.9K - $32.8K
|
3.26K
$75.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
582+ 3.2% |
$27.7K - $32.5K
|
18.8K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
556+ 1.3% |
$26.5K - $31.1K
|
43.2K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
555+ 0.03% |
$26.4K - $31K
|
1.9M
$44.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
539+ 0.48% |
$25.7K - $30.1K
|
112K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
512+ 2.54% |
$24.4K - $28.6K
|
20.6K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
504+ 0.79% |
$24K - $28.2K
|
64.1K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
500+ 4.8% |
$23.8K - $28K
|
10.9K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
497+ 7.04% |
$23.7K - $27.8K
|
7.56K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
468+ 0.56% |
$22.3K - $26.2K
|
83.4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
464+ 11.46% |
$22.1K - $25.9K
|
4.51K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
448+ 4.68% |
$21.3K - $25K
|
10K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
443New |
$21.1K - $24.8K
|
443
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
424+ 3.2% |
$20.2K - $23.7K
|
13.7K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
422+ 1.52% |
$20.1K - $23.6K
|
28.2K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
414+ 2.69% |
$19.7K - $23.1K
|
15.8K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
399+ 0.94% |
$19K - $22.3K
|
42.7K
$994K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
394+ 0.99% |
$18.8K - $22K
|
40.4K
$940K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
393+ 0.52% |
$18.7K - $22K
|
75.4K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
390+ 5.85% |
$18.6K - $21.8K
|
7.06K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
388New |
$18.5K - $21.7K
|
388
$9.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
380+ 0.09% |
$18.1K - $21.2K
|
418K
$9.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
378+ 5.83% |
$18K - $21.1K
|
6.87K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
377+ 5.3% |
$17.9K - $21.1K
|
7.49K
$174K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
342New |
$16.3K - $19.1K
|
342
$7.95K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
332+ 1.01% |
$15.8K - $18.6K
|
33.2K
$773K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
329+ 5.16% |
$15.7K - $18.4K
|
6.71K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
323+ 0.46% |
$15.4K - $18.1K
|
71K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
322New |
$15.3K - $18K
|
322
$7.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
319+ 76.32% |
$15.2K - $17.8K
|
737
$17.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
317+ 0.77% |
$15.1K - $17.7K
|
41.3K
$960K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
316+ 0.35% |
$15K - $17.7K
|
91.5K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
300+ 3.51% |
$14.3K - $16.8K
|
8.84K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
299+ 0.82% |
$14.2K - $16.7K
|
36.7K
$853K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
298+ 4.03% |
$14.2K - $16.7K
|
7.68K
$179K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
290+ 3.05% |
$13.8K - $16.2K
|
9.79K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
284+ 4.29% |
$13.5K - $15.9K
|
6.9K
$160K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
283+ 2.66% |
$13.5K - $15.8K
|
10.9K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
268+ 3.12% |
$12.8K - $15K
|
8.86K
$206K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
260+ 44.98% |
$12.4K - $14.5K
|
838
$19.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
259+ 25900.0% |
$12.3K - $14.5K
|
260
$6.05K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
256+ 0.92% |
$12.2K - $14.3K
|
28.1K
$654K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
254+ 0.32% |
$12.1K - $14.2K
|
80.8K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
254+ 0.56% |
$12.1K - $14.2K
|
45.3K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
251+ 0.18% |
$12K - $14K
|
141K
$3.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
236+ 1.02% |
$11.2K - $13.2K
|
23.5K
$546K
|