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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.54K+ 7.68% |
$167K - $183K
|
49.7K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.51K+ 2.24% |
$165K - $182K
|
160K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.35K+ 5.73% |
$158K - $173K
|
61.8K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.2K+ 18.83% |
$151K - $166K
|
20.2K
$471K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.18K+ 8.12% |
$150K - $164K
|
42.3K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.18K+ 22.62% |
$150K - $164K
|
17.2K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
2.82K+ 12.39% |
$133K - $146K
|
25.5K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.77K+ 0.54% |
$130K - $143K
|
515K
$12M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.7K+ 9.17% |
$127K - $140K
|
32.2K
$750K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.69K+ 7.39% |
$127K - $139K
|
39K
$910K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
2.68K+ 22.35% |
$126K - $139K
|
14.7K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.68K+ 0.52% |
$126K - $139K
|
518K
$12.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.66K+ 5.67% |
$125K - $138K
|
49.6K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.66K+ 3.27% |
$125K - $138K
|
84.1K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.65K+ 8.26% |
$125K - $137K
|
34.8K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.63K+ 28.73% |
$124K - $136K
|
11.8K
$275K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.47K+ 7.88% |
$116K - $128K
|
33.8K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 234.83% |
$113K - $124K
|
3.42K
$79.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.38K+ 6.02% |
$112K - $123K
|
41.9K
$978K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.25K+ 3.99% |
$106K - $116K
|
58.5K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.09K+ 10.51% |
$98.4K - $108K
|
22K
$512K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.06K+ 0.15% |
$97K - $107K
|
1.39M
$32.5M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.97K+ 5.99% |
$92.6K - $102K
|
34.8K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.42% |
$90.4K - $99.3K
|
81.4K
$1.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 36.7% |
$90K - $98.9K
|
7.12K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 35.48% |
$87.8K - $96.4K
|
7.12K
$166K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.8K+ 24.35% |
$84.9K - $93.2K
|
9.21K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.72KNew |
$80.7K - $88.7K
|
1.72K
$40K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.67K+ 4.57% |
$78.5K - $86.2K
|
38.2K
$890K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.67K+ 1.49% |
$78.4K - $86.1K
|
114K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 13.34% |
$75.3K - $82.7K
|
13.6K
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.56K+ 5.57% |
$73.5K - $80.8K
|
29.6K
$690K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.55K+ 6.0% |
$73.1K - $80.3K
|
27.4K
$640K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.54K+ 19.35% |
$72.3K - $79.4K
|
9.47K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 1.79% |
$71.1K - $78.1K
|
86K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.51K+ 21.24% |
$70.9K - $77.9K
|
8.6K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
1.44K+ 6.87% |
$67.9K - $74.6K
|
22.5K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 110.01% |
$66.2K - $72.7K
|
2.69K
$62.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.4K+ 2.89% |
$65.9K - $72.4K
|
49.8K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.38K+ 0.24% |
$65K - $71.4K
|
577K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.37K+ 5.64% |
$64.4K - $70.7K
|
25.6K
$597K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.34K+ 1.35% |
$62.9K - $69K
|
100K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 166.54% |
$60.5K - $66.4K
|
2.06K
$47.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.25K+ 3.76% |
$59K - $64.8K
|
34.6K
$807K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 20.98% |
$57.9K - $63.6K
|
7.09K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 2.74% |
$57.3K - $63K
|
45.6K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.21K+ 5.06% |
$56.9K - $62.5K
|
25.1K
$585K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.17K+ 3.31% |
$54.9K - $60.3K
|
36.4K
$849K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.15K+ 0.3% |
$54.3K - $59.7K
|
389K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.12K+ 17.13% |
$52.5K - $57.7K
|
7.63K
$178K
|