Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.29MNew |
$70.6M - $78.9M
|
1.29M
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
602K+ 80.37% |
$32.9M - $36.7M
|
1.35M
$31.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
394KNew |
$21.5M - $24.1M
|
394K
$9.18M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
321KNew |
$17.5M - $19.6M
|
321K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
319K+ 992.19% |
$17.4M - $19.5M
|
352K
$8.18M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
237K+ 22.02% |
$12.9M - $14.5M
|
1.31M
$30.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
228K+ 70.49% |
$12.4M - $13.9M
|
551K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
186K+ 933.7% |
$10.2M - $11.4M
|
206K
$4.8M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
178K+ 58.04% |
$9.71M - $10.9M
|
484K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
167KNew |
$9.1M - $10.2M
|
167K
$3.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
153K+ 44.86% |
$8.38M - $9.36M
|
495K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
138K+ 21.5% |
$7.53M - $8.42M
|
779K
$18.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136KNew |
$7.43M - $8.3M
|
136K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 23.07% |
$6.66M - $7.44M
|
651K
$15.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
112K+ 20.61% |
$6.12M - $6.84M
|
656K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 7.89% |
$5.83M - $6.52M
|
1.46M
$34M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
103K+ 4.21% |
$5.64M - $6.3M
|
2.56M
$59.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91.1K+ 5.63% |
$4.97M - $5.56M
|
1.71M
$39.8M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
83.6KNew |
$4.57M - $5.1M
|
83.6K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
78.5KNew |
$4.29M - $4.79M
|
78.5K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.4KNew |
$4.06M - $4.54M
|
74.4K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
73.4K+ 647.62% |
$4.01M - $4.48M
|
84.7K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71KNew |
$3.88M - $4.33M
|
71K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
63.8K+ 36.78% |
$3.49M - $3.9M
|
237K
$5.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
57.8K+ 13.36% |
$3.16M - $3.53M
|
490K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.4K+ 2.41% |
$3.08M - $3.44M
|
2.4M
$55.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.1K+ 10.77% |
$3.01M - $3.37M
|
567K
$13.2M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
49.3K+ 10.6% |
$2.69M - $3.01M
|
515K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
48K+ 228.79% |
$2.62M - $2.93M
|
69K
$1.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
47.4K+ 1.98% |
$2.59M - $2.89M
|
2.44M
$56.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
47.1KNew |
$2.57M - $2.87M
|
47.1K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
45.3K+ 17.24% |
$2.47M - $2.77M
|
308K
$7.16M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45K+ 9.61% |
$2.46M - $2.75M
|
514K
$12M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
43.4K+ 7.79% |
$2.37M - $2.65M
|
600K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
41.6K+ 99.79% |
$2.27M - $2.54M
|
83.4K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
40.2K+ 5.3% |
$2.2M - $2.46M
|
799K
$18.6M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
34.4K+ 22.94% |
$1.88M - $2.1M
|
185K
$4.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
33.2K+ 4.26% |
$1.81M - $2.03M
|
813K
$18.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
32.4K+ 4.5% |
$1.77M - $1.98M
|
753K
$17.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
31.5K+ 18.88% |
$1.72M - $1.92M
|
198K
$4.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
31.1K+ 0.87% |
$1.7M - $1.9M
|
3.6M
$83.8M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30.7K+ 50.15% |
$1.68M - $1.88M
|
92.1K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
30.5KNew |
$1.67M - $1.86M
|
30.5K
$710K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.5M - $1.68M
|
27.5K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
27.5K+ 2.72% |
$1.5M - $1.68M
|
1.04M
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.9K+ 69.54% |
$1.42M - $1.58M
|
63.3K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25KNew |
$1.36M - $1.52M
|
25K
$580K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 2.66% |
$1.32M - $1.48M
|
936K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
24.1K+ 2.55% |
$1.31M - $1.47M
|
967K
$22.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24K+ 7.37% |
$1.31M - $1.47M
|
350K
$8.13M
|