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 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.8K- 7.49% |
$85.5K - $100K
|
22.2K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 39.89% |
$86.9K - $102K
|
2.75K
$60K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 0.55% |
$88.9K - $104K
|
340K
$7.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.87K- 27.26% |
$89.2K - $105K
|
5K
$109K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.88K- 2.15% |
$89.4K - $105K
|
85.5K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.88K- 2.15% |
$89.4K - $105K
|
85.5K
$1.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.92K- 11.28% |
$91.5K - $107K
|
15.1K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.93K- 4.09% |
$91.9K - $108K
|
45.3K
$988K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.95K- 0.79% |
$92.8K - $109K
|
245K
$5.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.95K- 30.2% |
$92.8K - $109K
|
4.51K
$98.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.96K- 2.37% |
$93.2K - $109K
|
80.5K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.04K- 20.59% |
$97K - $114K
|
7.86K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.1K- 2.44% |
$100K - $118K
|
83.9K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 40.35% |
$100K - $118K
|
3.12K
$68K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 1.3% |
$103K - $121K
|
165K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.19K- 7.1% |
$104K - $122K
|
28.6K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.24K- 18.04% |
$107K - $125K
|
10.2K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.41% |
$107K - $126K
|
91.1K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.27K- 5.99% |
$108K - $127K
|
35.6K
$777K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.3K- 6.12% |
$110K - $129K
|
35.3K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 6.82% |
$111K - $130K
|
31.7K
$692K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.36K- 1.15% |
$112K - $132K
|
203K
$4.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.38K- 3.39% |
$113K - $133K
|
67.8K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.42K- 1.5% |
$115K - $135K
|
159K
$3.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.54K- 1.52% |
$121K - $142K
|
165K
$3.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.57K- 23.77% |
$122K - $143K
|
8.23K
$180K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.73K- 11.13% |
$130K - $153K
|
21.8K
$476K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.76K- 2.63% |
$131K - $154K
|
102K
$2.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-2.88K- 11.3% |
$137K - $161K
|
22.6K
$494K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-3.09K- 7.14% |
$147K - $173K
|
40.2K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.19K- 1.64% |
$152K - $178K
|
191K
$4.17M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.19K- 1.67% |
$152K - $179K
|
188K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.2K- 16.42% |
$152K - $179K
|
16.3K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-3.22K- 0.41% |
$153K - $180K
|
780K
$17M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.23K- 5.4% |
$154K - $180K
|
56.5K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.25K- 32.03% |
$155K - $182K
|
6.9K
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.34K- 9.02% |
$159K - $187K
|
33.7K
$736K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-3.57K- 37.22% |
$170K - $200K
|
6.03K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.58K- 2.6% |
$170K - $200K
|
134K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.59K- 7.38% |
$171K - $201K
|
45.1K
$985K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.66K- 4.22% |
$174K - $204K
|
83K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.81K- 1.21% |
$182K - $213K
|
311K
$6.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.98K- 5.52% |
$189K - $222K
|
68.1K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.28K- 15.49% |
$204K - $239K
|
23.4K
$510K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-4.31K- 5.74% |
$205K - $241K
|
70.8K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 0.48% |
$211K - $248K
|
912K
$19.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4.52K- 18.5% |
$215K - $253K
|
19.9K
$435K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-4.53K- 4.16% |
$216K - $253K
|
104K
$2.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.57K- 7.01% |
$218K - $256K
|
60.7K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.69K- 10.02% |
$223K - $262K
|
42.1K
$919K
|