Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 3.29% |
$783K - $846K
|
465K
$10.1M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16.9K- 19.01% |
$839K - $906K
|
72.1K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16.9K- 19.01% |
$839K - $906K
|
72.1K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-20K- 2.49% |
$993K - $1.07M
|
783K
$17.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.5K- 7.17% |
$1.06M - $1.15M
|
278K
$6.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-23.3K- 70.88% |
$1.16M - $1.25M
|
9.57K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24K- 11.15% |
$1.19M - $1.28M
|
191K
$4.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.8K- 30.85% |
$1.62M - $1.75M
|
73.4K
$1.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-35.6K- 33.23% |
$1.76M - $1.91M
|
71.5K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-36.3K- 16.22% |
$1.8M - $1.95M
|
188K
$4.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-43.3K- 1.81% |
$2.15M - $2.32M
|
2.34M
$51.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-44.3K- 13.04% |
$2.2M - $2.37M
|
295K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-48.7K- 36.19% |
$2.41M - $2.61M
|
85.8K
$1.87M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-49.9K- 57.53% |
$2.48M - $2.67M
|
36.9K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-53K- 7.89% |
$2.63M - $2.84M
|
619K
$13.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-54.1K- 81.55% |
$2.68M - $2.9M
|
12.2K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-80.9K- 14.2% |
$4.01M - $4.33M
|
488K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-85K- 1.97% |
$4.21M - $4.55M
|
4.23M
$92.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-91.7K- 3.96% |
$4.55M - $4.91M
|
2.22M
$48.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-94.9K- 82.54% |
$4.71M - $5.08M
|
20.1K
$438K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-106K- 19.99% |
$5.26M - $5.68M
|
424K
$9.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-106K- 40.63% |
$5.26M - $5.68M
|
155K
$3.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-120K- 25.82% |
$5.95M - $6.43M
|
345K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-125K- 13.75% |
$6.2M - $6.7M
|
785K
$17.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-164K- 2.37% |
$8.12M - $8.77M
|
6.74M
$147M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-165K- 50.04% |
$8.17M - $8.82M
|
164K
$3.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-182K- 44.29% |
$9.04M - $9.76M
|
229K
$5M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-207K- 5.5% |
$10.3M - $11.1M
|
3.56M
$77.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-239K- 68.47% |
$11.8M - $12.8M
|
110K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-343K- 20.97% |
$17M - $18.4M
|
1.29M
$28.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-401K- 70.52% |
$19.9M - $21.5M
|
168K
$3.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-787K- 3.23% |
$39M - $42.2M
|
23.6M
$515M
|