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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-569- 0.99% |
$31.1K - $34.7K
|
56.9K
$1.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-574- 0.4% |
$31.3K - $35K
|
143K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-578- 2.12% |
$31.6K - $35.3K
|
26.7K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-586- 17.99% |
$32K - $35.8K
|
2.67K
$65.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-587- 1.61% |
$32.1K - $35.8K
|
35.8K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-590- 1.2% |
$32.2K - $36K
|
48.5K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-603- 6.39% |
$32.9K - $36.8K
|
8.83K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-610- 4.42% |
$33.3K - $37.2K
|
13.2K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-617- 6.97% |
$33.7K - $37.7K
|
8.24K
$202K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-617- 11.44% |
$33.7K - $37.7K
|
4.78K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-620- 86.71% |
$33.9K - $37.9K
|
95
$2.33K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-622- 98.42% |
$34K - $38K
|
10
$245
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-629- 4.32% |
$34.3K - $38.4K
|
13.9K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-631- 3.99% |
$34.5K - $38.5K
|
15.2K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-635- 8.4% |
$34.7K - $38.8K
|
6.93K
$170K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-652- 1.41% |
$35.6K - $39.8K
|
45.7K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-667- 0.78% |
$36.4K - $40.7K
|
84.8K
$2.08M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-694- 0.37% |
$37.9K - $42.4K
|
187K
$4.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-696- 6.21% |
$38K - $42.5K
|
10.5K
$258K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-699- 1.28% |
$38.2K - $42.7K
|
53.8K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-717- 2.13% |
$39.2K - $43.8K
|
33K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-718- 1.74% |
$39.2K - $43.8K
|
40.6K
$996K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-727- 15.24% |
$39.7K - $44.4K
|
4.04K
$99.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-729- 5.12% |
$39.8K - $44.5K
|
13.5K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-729- 8.36% |
$39.8K - $44.5K
|
7.99K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-730- 0.94% |
$39.9K - $44.6K
|
77.1K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-736- 9.18% |
$40.2K - $44.9K
|
7.28K
$179K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-746- 1.06% |
$40.7K - $45.5K
|
69.6K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-755- 7.59% |
$41.2K - $46.1K
|
9.19K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-763- 6.98% |
$41.7K - $46.6K
|
10.2K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-767- 16.37% |
$41.9K - $46.8K
|
3.92K
$96.1K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-769- 0.41% |
$42K - $46.9K
|
185K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-773- 1.71% |
$42.2K - $47.2K
|
44.4K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-796- 28.95% |
$43.5K - $48.6K
|
1.95K
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-797- 4.06% |
$43.5K - $48.7K
|
18.8K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-801- 10.18% |
$43.7K - $48.9K
|
7.07K
$173K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-816- 1.48% |
$44.6K - $49.8K
|
54.5K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-836- 3.66% |
$45.7K - $51K
|
22K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-871- 0.3% |
$47.6K - $53.2K
|
287K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-902- 0.55% |
$49.3K - $55.1K
|
164K
$4.01M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-935- 22.49% |
$51.1K - $57.1K
|
3.22K
$79.1K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-937- 13.58% |
$51.2K - $57.2K
|
5.96K
$146K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-953- 5.32% |
$52K - $58.2K
|
17K
$416K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-991- 7.93% |
$54.1K - $60.5K
|
11.5K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 20.93% |
$55.9K - $62.5K
|
3.87K
$94.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 1.23% |
$56.2K - $62.9K
|
82.6K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.06K- 2.96% |
$57.6K - $64.4K
|
34.5K
$847K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.07K- 2.64% |
$58.2K - $65K
|
39.3K
$965K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.11K- 1.71% |
$60.5K - $67.6K
|
63.5K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.13K- 5.27% |
$61.5K - $68.7K
|
20.2K
$496K
|