Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-73- 1.83% |
$3.44K - $3.77K
|
3.93K
$90.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-75- 0.73% |
$3.53K - $3.88K
|
10.2K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-79- 0.38% |
$3.72K - $4.08K
|
21K
$483K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-84- 0.09% |
$3.95K - $4.34K
|
90.7K
$2.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-85- 0.17% |
$4K - $4.39K
|
50K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-97- 1.91% |
$4.57K - $5.01K
|
4.99K
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$5.51K - $6.05K
|
16.1K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-118- 1.46% |
$5.56K - $6.1K
|
7.97K
$183K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-118- 0.63% |
$5.56K - $6.1K
|
18.7K
$431K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-119- 1.29% |
$5.6K - $6.15K
|
9.09K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-129- 7.12% |
$6.07K - $6.67K
|
1.68K
$38.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-143- 2.91% |
$6.73K - $7.39K
|
4.78K
$110K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-146- 1.63% |
$6.87K - $7.55K
|
8.8K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-152- 1.94% |
$7.16K - $7.86K
|
7.67K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-158- 0.2% |
$7.44K - $8.17K
|
79.4K
$1.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.56% |
$8K - $8.79K
|
6.47K
$149K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-177- 0.38% |
$8.33K - $9.15K
|
45.9K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 0.25% |
$8.43K - $9.25K
|
72.4K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-183- 1.37% |
$8.62K - $9.46K
|
13.2K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-186- 0.07% |
$8.76K - $9.62K
|
262K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-188- 1.35% |
$8.85K - $9.72K
|
13.7K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-191- 0.23% |
$8.99K - $9.87K
|
82.2K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-193- 1.88% |
$9.09K - $9.98K
|
10.1K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-197- 0.99% |
$9.27K - $10.2K
|
19.6K
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-199- 1.79% |
$9.37K - $10.3K
|
10.9K
$251K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 1.32% |
$9.42K - $10.3K
|
14.9K
$344K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-202- 3.03% |
$9.51K - $10.4K
|
6.46K
$149K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-205- 2.26% |
$9.65K - $10.6K
|
8.87K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-206- 0.69% |
$9.7K - $10.7K
|
29.5K
$680K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-211- 62.8% |
$9.93K - $10.9K
|
125
$2.88K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-229- 2.5% |
$10.8K - $11.8K
|
8.91K
$205K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-231- 0.49% |
$10.9K - $11.9K
|
47.1K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-234- 0.22% |
$11K - $12.1K
|
106K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-234- 1.47% |
$11K - $12.1K
|
15.7K
$361K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-235- 0.34% |
$11.1K - $12.1K
|
69.2K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-238- 7.95% |
$11.2K - $12.3K
|
2.76K
$63.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-240- 2.84% |
$11.3K - $12.4K
|
8.23K
$189K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-249- 2.16% |
$11.7K - $12.9K
|
11.3K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-250- 4.51% |
$11.8K - $12.9K
|
5.29K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-250- 0.57% |
$11.8K - $12.9K
|
43.7K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-255- 1.09% |
$12K - $13.2K
|
23.2K
$535K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-260- 92.2% |
$12.2K - $13.4K
|
22
$506
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-264- 2.32% |
$12.4K - $13.6K
|
11.1K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-271- 0.47% |
$12.8K - $14K
|
57.9K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-274- 2.9% |
$12.9K - $14.2K
|
9.18K
$211K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-276- 0.25% |
$13K - $14.3K
|
111K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-279- 5.52% |
$13.1K - $14.4K
|
4.77K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-281- 0.07% |
$13.2K - $14.5K
|
419K
$9.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-292- 0.78% |
$13.7K - $15.1K
|
37K
$853K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-297- 0.46% |
$14K - $15.4K
|
63.6K
$1.46M
|