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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
259+ 25900.0% |
$12.3K - $14.5K
|
260
$5.57K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
256+ 0.92% |
$12.2K - $14.3K
|
28.1K
$603K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
254+ 0.56% |
$12.1K - $14.2K
|
45.3K
$971K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
254+ 0.56% |
$12.1K - $14.2K
|
45.3K
$971K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
254+ 0.32% |
$12.1K - $14.2K
|
80.8K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
251+ 0.18% |
$12K - $14K
|
141K
$3.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
236+ 1.02% |
$11.2K - $13.2K
|
23.5K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
226+ 2.78% |
$10.8K - $12.6K
|
8.35K
$179K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
225+ 0.81% |
$10.7K - $12.6K
|
27.9K
$598K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
223+ 0.61% |
$10.6K - $12.5K
|
37.1K
$795K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
221+ 55.25% |
$10.5K - $12.4K
|
621
$13.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
220+ 2.75% |
$10.5K - $12.3K
|
8.22K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
217New |
$10.3K - $12.1K
|
217
$4.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
210+ 7.21% |
$10K - $11.7K
|
3.12K
$67K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206New |
$9.81K - $11.5K
|
206
$4.42K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
192+ 4.09% |
$9.14K - $10.7K
|
4.89K
$105K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
191+ 33.81% |
$9.09K - $10.7K
|
756
$16.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
189+ 92.65% |
$9K - $10.6K
|
393
$8.43K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
182New |
$8.67K - $10.2K
|
182
$3.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
175+ 1.88% |
$8.33K - $9.78K
|
9.47K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171+ 1.44% |
$8.14K - $9.56K
|
12K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
166+ 2.1% |
$7.9K - $9.28K
|
8.07K
$173K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
161+ 1.87% |
$7.67K - $9K
|
8.75K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
156+ 0.09% |
$7.43K - $8.72K
|
170K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
155+ 0.2% |
$7.38K - $8.67K
|
78.7K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
147+ 0.38% |
$7K - $8.22K
|
39.2K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
146+ 1.52% |
$6.95K - $8.16K
|
9.73K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
145+ 0.34% |
$6.9K - $8.11K
|
42.9K
$920K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
145+ 29.77% |
$6.9K - $8.11K
|
632
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
140+ 1.52% |
$6.67K - $7.83K
|
9.35K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
134New |
$6.38K - $7.49K
|
134
$2.87K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
133+ 2.26% |
$6.33K - $7.44K
|
6.01K
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
132+ 1.36% |
$6.28K - $7.38K
|
9.83K
$211K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
120New |
$5.71K - $6.71K
|
120
$2.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
118+ 0.2% |
$5.62K - $6.6K
|
57.7K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
111+ 0.16% |
$5.28K - $6.21K
|
68.5K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
109+ 0.23% |
$5.19K - $6.09K
|
46.8K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
106+ 0.62% |
$5.05K - $5.93K
|
17.1K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106+ 0.95% |
$5.05K - $5.93K
|
11.2K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
105+ 1.82% |
$5K - $5.87K
|
5.88K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
104+ 1.34% |
$4.95K - $5.81K
|
7.88K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
97+ 1.45% |
$4.62K - $5.42K
|
6.77K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
96+ 0.68% |
$4.57K - $5.37K
|
14.2K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
92+ 5.7% |
$4.38K - $5.14K
|
1.71K
$36.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
91+ 1.17% |
$4.33K - $5.09K
|
7.84K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
90+ 0.15% |
$4.28K - $5.03K
|
58.8K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
90+ 11.25% |
$4.28K - $5.03K
|
890
$19.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
86+ 3.2% |
$4.09K - $4.81K
|
2.77K
$59.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
79+ 1.34% |
$3.76K - $4.42K
|
5.99K
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
78+ 0.94% |
$3.71K - $4.36K
|
8.42K
$180K
|