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 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
226+ 2.78% |
$10.8K - $12.6K
|
8.35K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
225+ 0.81% |
$10.7K - $12.6K
|
27.9K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
221+ 55.25% |
$10.5K - $12.4K
|
621
$14.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
220+ 2.75% |
$10.5K - $12.3K
|
8.22K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
217New |
$10.3K - $12.1K
|
217
$5.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
210+ 7.21% |
$10K - $11.7K
|
3.12K
$72.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206New |
$9.81K - $11.5K
|
206
$4.79K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
192+ 4.09% |
$9.14K - $10.7K
|
4.89K
$114K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
191+ 33.81% |
$9.09K - $10.7K
|
756
$17.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
189+ 92.65% |
$9K - $10.6K
|
393
$9.14K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
182New |
$8.67K - $10.2K
|
182
$4.23K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
175+ 1.88% |
$8.33K - $9.78K
|
9.47K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171+ 1.44% |
$8.14K - $9.56K
|
12K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
166+ 2.1% |
$7.9K - $9.28K
|
8.07K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
161+ 1.87% |
$7.67K - $9K
|
8.75K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
156+ 0.09% |
$7.43K - $8.72K
|
170K
$3.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
155+ 0.2% |
$7.38K - $8.67K
|
78.7K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
147+ 0.38% |
$7K - $8.22K
|
39.2K
$911K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
146+ 1.52% |
$6.95K - $8.16K
|
9.73K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
145+ 29.77% |
$6.9K - $8.11K
|
632
$14.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
145+ 0.34% |
$6.9K - $8.11K
|
42.9K
$998K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
140+ 1.52% |
$6.67K - $7.83K
|
9.35K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
134New |
$6.38K - $7.49K
|
134
$3.12K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
133+ 2.26% |
$6.33K - $7.44K
|
6.01K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
132+ 1.36% |
$6.28K - $7.38K
|
9.83K
$229K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
120New |
$5.71K - $6.71K
|
120
$2.79K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
118+ 0.2% |
$5.62K - $6.6K
|
57.7K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
111+ 0.16% |
$5.28K - $6.21K
|
68.5K
$1.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
109+ 0.23% |
$5.19K - $6.09K
|
46.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
106+ 0.62% |
$5.05K - $5.93K
|
17.1K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106+ 0.95% |
$5.05K - $5.93K
|
11.2K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
105+ 1.82% |
$5K - $5.87K
|
5.88K
$137K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
104+ 1.34% |
$4.95K - $5.81K
|
7.88K
$183K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
97+ 1.45% |
$4.62K - $5.42K
|
6.77K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
96+ 0.68% |
$4.57K - $5.37K
|
14.2K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
92+ 5.7% |
$4.38K - $5.14K
|
1.71K
$39.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
91+ 1.17% |
$4.33K - $5.09K
|
7.84K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
90+ 11.25% |
$4.28K - $5.03K
|
890
$20.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
90+ 0.15% |
$4.28K - $5.03K
|
58.8K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
86+ 3.2% |
$4.09K - $4.81K
|
2.77K
$64.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
79+ 1.34% |
$3.76K - $4.42K
|
5.99K
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
78+ 0.94% |
$3.71K - $4.36K
|
8.42K
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
77+ 0.37% |
$3.67K - $4.31K
|
20.8K
$484K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
71+ 0.42% |
$3.38K - $3.97K
|
17.1K
$397K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
68New |
$3.24K - $3.8K
|
68
$1.58K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
68+ 0.62% |
$3.24K - $3.8K
|
11K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.58% |
$3.14K - $3.69K
|
4.23K
$98.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
65+ 0.42% |
$3.09K - $3.63K
|
15.5K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
63+ 0.38% |
$3K - $3.52K
|
16.4K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
63+ 0.41% |
$3K - $3.52K
|
15.3K
$355K
|