Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
1
+ 0.2%
$47.6 - $55.9
503 $11.7K
Jan 04, 2024 Q4 2023
Ifs Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
0
New
$0 - $0
0 $0
Jan 10, 2024 Q4 2023
Aurora Investment Managers, Llc.

SELL
 -
-1
- 0.02%
$47.6 - $55.9
4.19K $97.6K
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-1
- 0.02%
$47.6 - $55.9
6K $140K
Feb 13, 2024 Q4 2023
Northern Capital Management, Inc.

SELL
 -
-3
- 0.03%
$143 - $168
12K $280K
Feb 13, 2024 Q4 2023
Lokken Investment Group LLC

SELL
 -
-4
- 0.01%
$190 - $224
37.7K $880K
Jan 29, 2024 Q4 2023
Capital Advisors Inc

SELL
 -
-7
- 0.02%
$333 - $391
36.4K $849K
Feb 09, 2024 Q4 2023
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-8
- 0.1%
$381 - $447
8.34K $194K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-8
- 0.15%
$381 - $447
5.23K $122K
Feb 13, 2024 Q4 2023
Madden Securities Corp

SELL
 -
-15
- 0.1%
$714 - $839
15.5K $361K
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
SELL
 -
-16
- 0.34%
$762 - $895
4.73K $110K
Feb 01, 2024 Q4 2023
Acas, LLC

SELL
 -
-19
- 0.23%
$905 - $1.06K
8.29K $193K
Feb 02, 2024 Q4 2023
Eley Financial Management, Inc

South Burlington, VT
SELL
 -
-20
- 0.09%
$952 - $1.12K
21.4K $498K
Feb 09, 2024 Q4 2023
Plancorp, LLC

SELL
 -
-24
- 0.37%
$1.14K - $1.34K
6.48K $151K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
SELL
 -
-25
- 10.5%
$1.19K - $1.4K
213 $4.97K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-27
- 0.4%
$1.29K - $1.51K
6.65K $155K
Feb 07, 2024 Q4 2023
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-27
- 0.13%
$1.29K - $1.51K
20.3K $473K
Feb 13, 2024 Q4 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
SELL
 -
-31
- 0.65%
$1.48K - $1.73K
4.76K $111K
Jan 18, 2024 Q4 2023
Smithbridge Asset Management Inc

SELL
 -
-35
- 0.18%
$1.67K - $1.96K
19.4K $451K
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

SELL
 -
-43
- 0.82%
$2.05K - $2.4K
5.2K $121K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-54
- 0.29%
$2.57K - $3.02K
18.6K $434K
Feb 02, 2024 Q4 2023
Fulton Breakefield Broenniman LLC

SELL
 -
-56
- 1.34%
$2.67K - $3.13K
4.11K $95.8K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-58
- 1.89%
$2.76K - $3.24K
3K $70.1K
Jan 25, 2024 Q4 2023
Moseley Investment Management Inc

SELL
 -
-60
- 1.08%
$2.86K - $3.35K
5.49K $128K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-62
- 4.21%
$2.95K - $3.47K
1.41K $32.9K
Jan 31, 2024 Q4 2023
Zwj Investment Counsel Inc

SELL
 -
-63
- 0.13%
$3K - $3.52K
46.8K $1.09M
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-66
- 1.24%
$3.14K - $3.69K
5.28K $123K
Jan 16, 2024 Q4 2023
Twele Capital Management, Inc.

SELL
 -
-67
- 0.66%
$3.19K - $3.75K
10K $234K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

SELL
 -
-77
- 1.63%
$3.67K - $4.31K
4.65K $108K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

SELL
 -
-83
- 0.69%
$3.95K - $4.64K
11.9K $277K
Jan 12, 2024 Q4 2023
Revolve Wealth Partners, LLC

SELL
 -
-85
- 1.16%
$4.05K - $4.75K
7.25K $169K
Jan 10, 2024 Q4 2023
Cypress Wealth Services, LLC

SELL
 -
-95
- 2.24%
$4.52K - $5.31K
4.15K $96.8K
Jan 16, 2024 Q4 2023
Valicenti Advisory Services Inc

SELL
 -
-97
- 0.05%
$4.62K - $5.42K
188K $4.37M
Jan 26, 2024 Q4 2023
Albion Financial Group

SELL
 -
-100
- 19.23%
$4.76K - $5.59K
420 $9.79K
Jan 17, 2024 Q4 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-103
- 2.11%
$4.9K - $5.76K
4.77K $111K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-103
- 0.25%
$4.9K - $5.76K
41.6K $970K
Jan 18, 2024 Q4 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-106
- 1.33%
$5.05K - $5.93K
7.88K $184K
Jan 22, 2024 Q4 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-107
- 2.59%
$5.09K - $5.98K
4.02K $93.7K
Jan 11, 2024 Q4 2023
Unique Wealth, LLC

Tampa, FL
SELL
 -
-107
- 1.18%
$5.09K - $5.98K
8.99K $210K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
SELL
 -
-107
- 0.7%
$5.09K - $5.98K
15.2K $355K
Feb 02, 2024 Q4 2023
Marquette Asset Management, LLC

SELL
 -
-110
- 9.97%
$5.24K - $6.15K
993 $23.2K
Feb 01, 2024 Q4 2023
Scott & Selber, Inc.

SELL
 -
-110
- 1.54%
$5.24K - $6.15K
7.04K $164K
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

SELL
 -
-116
- 0.25%
$5.52K - $6.49K
46.4K $1.08M
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

SELL
 -
-116
- 0.25%
$5.52K - $6.49K
46.4K $1.08M
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-118
- 0.61%
$5.62K - $6.6K
19.1K $446K
Jan 04, 2024 Q4 2023
Modus Advisors, LLC

SELL
 -
-124
- 0.46%
$5.9K - $6.93K
26.6K $619K
Jan 31, 2024 Q4 2023
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-126
- 0.46%
$6K - $7.04K
27.3K $637K
Jan 25, 2024 Q4 2023
Bsw Wealth Partners

Boulder, CO
SELL
 -
-134
- 0.42%
$6.38K - $7.49K
31.5K $735K

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