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 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
63+ 0.38% |
$3K - $3.52K
|
16.4K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
63+ 0.41% |
$3K - $3.52K
|
15.3K
$351K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 12.27% |
$2.9K - $3.41K
|
558
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$2.86K - $3.35K
|
60
$1.38K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
59+ 0.42% |
$2.81K - $3.3K
|
14.2K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
57+ 0.35% |
$2.71K - $3.19K
|
16.2K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
56+ 2.13% |
$2.67K - $3.13K
|
2.69K
$61.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 10.04% |
$2.67K - $3.13K
|
614
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54+ 0.59% |
$2.57K - $3.02K
|
9.24K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.7% |
$2.38K - $2.8K
|
7.17K
$165K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 0.43% |
$2.38K - $2.8K
|
11.8K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.41% |
$2.24K - $2.63K
|
11.4K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
42New |
$2K - $2.35K
|
42
$967
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
40+ 0.42% |
$1.9K - $2.24K
|
9.54K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
38+ 0.39% |
$1.81K - $2.12K
|
9.74K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
33+ 0.07% |
$1.57K - $1.85K
|
46.7K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
32+ 0.38% |
$1.52K - $1.79K
|
8.52K
$196K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
31+ 0.31% |
$1.48K - $1.73K
|
9.95K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.22% |
$1.43K - $1.68K
|
13.7K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.38K - $1.62K
|
6.78K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 0.37% |
$1.33K - $1.57K
|
7.66K
$176K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
27+ 0.08% |
$1.29K - $1.51K
|
34.2K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$1.24K - $1.45K
|
5.78K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
26+ 0.21% |
$1.24K - $1.45K
|
12.5K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
24+ 4.56% |
$1.14K - $1.34K
|
550
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
23+ 0.41% |
$1.1K - $1.29K
|
5.6K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
23+ 0.42% |
$1.1K - $1.29K
|
5.53K
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.09% |
$1.1K - $1.29K
|
25.7K
$592K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$1.1K - $1.29K
|
9.44K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
22+ 0.14% |
$1.05K - $1.23K
|
15.2K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
22+ 0.38% |
$1.05K - $1.23K
|
5.77K
$133K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
22+ 0.23% |
$1.05K - $1.23K
|
9.55K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.18% |
$1K - $1.17K
|
11.8K
$272K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
21+ 0.41% |
$1K - $1.17K
|
5.11K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
21+ 0.42% |
$1K - $1.17K
|
5K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.34% |
$952 - $1.12K
|
5.89K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.35% |
$905 - $1.06K
|
5.52K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.35% |
$905 - $1.06K
|
5.39K
$124K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.4% |
$905 - $1.06K
|
4.81K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.4% |
$905 - $1.06K
|
4.72K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
18+ 0.02% |
$857 - $1.01K
|
73.9K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
17+ 0.02% |
$809 - $950
|
80.4K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
17+ 0.08% |
$809 - $950
|
21.9K
$505K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
16+ 0.14% |
$762 - $895
|
11.4K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.07% |
$714 - $839
|
20.8K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15+ 0.33% |
$714 - $839
|
4.58K
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 0.1% |
$714 - $839
|
14.9K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13+ 0.05% |
$619 - $727
|
24.1K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.05% |
$571 - $671
|
22.8K
$524K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.1% |
$524 - $615
|
11.1K
$255K
|