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 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-297- 0.46% |
$14K - $15.4K
|
63.6K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 17.05% |
$14.1K - $15.5K
|
1.46K
$31.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-305- 4.34% |
$14.4K - $15.8K
|
6.73K
$147K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-308- 1.38% |
$14.5K - $15.9K
|
22.1K
$481K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-309- 4.55% |
$14.5K - $16K
|
6.48K
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-315- 3.38% |
$14.8K - $16.3K
|
9.02K
$197K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-325- 0.66% |
$15.3K - $16.8K
|
48.9K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-332- 1.02% |
$15.6K - $17.2K
|
32.2K
$703K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-343- 0.63% |
$16.1K - $17.7K
|
54.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-358- 1.47% |
$16.9K - $18.5K
|
24K
$525K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-364- 0.91% |
$17.1K - $18.8K
|
39.5K
$862K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-368- 0.77% |
$17.3K - $19K
|
47.6K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-384- 0.58% |
$18.1K - $19.9K
|
65.8K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-391- 2.4% |
$18.4K - $20.2K
|
15.9K
$347K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-394- 0.23% |
$18.5K - $20.4K
|
169K
$3.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-395- 2.56% |
$18.6K - $20.4K
|
15K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-398- 1.16% |
$18.7K - $20.6K
|
33.9K
$740K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-400- 5.85% |
$18.8K - $20.7K
|
6.44K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-402- 2.68% |
$18.9K - $20.8K
|
14.6K
$318K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-410- 3.97% |
$19.3K - $21.2K
|
9.91K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-419- 0.67% |
$19.7K - $21.7K
|
61.7K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-420- 8.65% |
$19.8K - $21.7K
|
4.43K
$96.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-422- 5.44% |
$19.9K - $21.8K
|
7.34K
$160K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-429- 0.96% |
$20.2K - $22.2K
|
44.1K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-435- 3.35% |
$20.5K - $22.5K
|
12.6K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-437- 1.09% |
$20.6K - $22.6K
|
39.8K
$869K
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-438- 2.54% |
$20.6K - $22.6K
|
16.8K
$367K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-447- 4.87% |
$21K - $23.1K
|
8.72K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-462- 5.11% |
$21.8K - $23.9K
|
8.59K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-476- 0.32% |
$22.4K - $24.6K
|
150K
$3.27M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-476- 0.32% |
$22.4K - $24.6K
|
150K
$3.27M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-478- 13.3% |
$22.5K - $24.7K
|
3.12K
$68K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-481- 16.34% |
$22.6K - $24.9K
|
2.46K
$53.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-487- 5.42% |
$22.9K - $25.2K
|
8.49K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-494- 0.47% |
$23.3K - $25.5K
|
105K
$2.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 0.73% |
$23.5K - $25.9K
|
68.4K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-500- 4.83% |
$23.5K - $25.9K
|
9.85K
$215K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-502- 1.22% |
$23.6K - $26K
|
40.5K
$884K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-515- 5.34% |
$24.2K - $26.6K
|
9.13K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-525- 1.63% |
$24.7K - $27.1K
|
31.8K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-529- 2.47% |
$24.9K - $27.3K
|
20.9K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-529- 0.16% |
$24.9K - $27.3K
|
329K
$7.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-530- 0.58% |
$25K - $27.4K
|
91.4K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-534- 0.99% |
$25.1K - $27.6K
|
53.4K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-540- 1.76% |
$25.4K - $27.9K
|
30.2K
$660K
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-553- 0.06% |
$26K - $28.6K
|
856K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-561- 1.07% |
$26.4K - $29K
|
51.8K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-565- 13.12% |
$26.6K - $29.2K
|
3.74K
$81.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-595- 0.75% |
$28K - $30.8K
|
78.3K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-605- 2.65% |
$28.5K - $31.3K
|
22.2K
$484K
|