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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.5K- 2.04% |
$70.5K - $77.4K
|
71.9K
$1.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 0.55% |
$71.1K - $78.1K
|
274K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.51K- 23.47% |
$71.2K - $78.2K
|
4.93K
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.52K- 3.46% |
$71.7K - $78.7K
|
42.5K
$990K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.54K- 1.42% |
$72.7K - $79.8K
|
107K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-1.56K- 46.89% |
$73.6K - $80.8K
|
1.77K
$41.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.58K- 3.78% |
$74.3K - $81.6K
|
40.2K
$939K
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.59K- 4.16% |
$74.9K - $82.2K
|
36.7K
$855K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.6K- 2.69% |
$75.3K - $82.7K
|
57.9K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 7.76% |
$75.4K - $82.8K
|
19K
$444K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.61K- 3.16% |
$75.7K - $83.1K
|
49.3K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.61K- 9.9% |
$76K - $83.4K
|
14.7K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.62K- 3.53% |
$76.1K - $83.5K
|
44.2K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.68K- 29.58% |
$79K - $86.8K
|
3.99K
$93.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.7K- 12.43% |
$80.1K - $87.9K
|
12K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.7K- 0.54% |
$80.1K - $87.9K
|
311K
$7.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.71K- 6.47% |
$80.3K - $88.1K
|
24.6K
$575K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.72K- 4.08% |
$81.1K - $89.1K
|
40.5K
$944K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 1.57% |
$81.5K - $89.5K
|
108K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.74K- 2.65% |
$81.7K - $89.7K
|
63.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 1.2% |
$82.7K - $90.8K
|
144K
$3.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.86K- 21.54% |
$87.5K - $96.1K
|
6.77K
$158K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.86K- 7.03% |
$87.8K - $96.4K
|
24.7K
$575K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.88K- 0.26% |
$88.5K - $97.2K
|
708K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.91K- 10.78% |
$89.9K - $98.7K
|
15.8K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.92K- 17.27% |
$90.5K - $99.4K
|
9.21K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.94K- 2.92% |
$91.3K - $100K
|
64.5K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.94K- 4.02% |
$91.4K - $100K
|
46.3K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.86% |
$91.7K - $101K
|
224K
$5.22M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.98K- 2.13% |
$93.3K - $102K
|
91.2K
$2.13M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.05K- 33.09% |
$96.5K - $106K
|
4.14K
$96.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.06K- 2.21% |
$97K - $107K
|
91.1K
$2.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.13K- 1.95% |
$100K - $110K
|
107K
$2.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.17K- 1.39% |
$102K - $112K
|
154K
$3.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.2K- 1.34% |
$104K - $114K
|
162K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.23K- 2.83% |
$105K - $115K
|
76.4K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.24K- 2.24% |
$105K - $116K
|
97.5K
$2.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-2.28K- 4.18% |
$107K - $118K
|
52.2K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.35K- 28.73% |
$111K - $122K
|
5.84K
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.42K- 9.95% |
$114K - $125K
|
21.9K
$511K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.48K- 4.99% |
$117K - $128K
|
47.1K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.49K- 3.54% |
$117K - $129K
|
67.9K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.51K- 24.83% |
$118K - $130K
|
7.6K
$177K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 2.76% |
$119K - $130K
|
89K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 2.76% |
$119K - $130K
|
89K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2.6K- 14.88% |
$123K - $135K
|
14.9K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.61K- 12.17% |
$123K - $135K
|
18.8K
$439K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 16.4% |
$123K - $135K
|
13.3K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.63K- 29.65% |
$124K - $136K
|
6.25K
$146K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.71K- 2.06% |
$127K - $140K
|
129K
$3M
|