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 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.16K- 2.46% |
$63.6K - $71.1K
|
46.1K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-1.19K- 8.4% |
$64.8K - $72.4K
|
12.9K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 4.3% |
$68.4K - $76.4K
|
27.9K
$684K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-1.27K- 2.13% |
$69.2K - $77.4K
|
58.3K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.29K- 13.21% |
$70.2K - $78.4K
|
8.44K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 1.61% |
$71.9K - $80.4K
|
80.7K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.33K- 2.12% |
$72.8K - $81.4K
|
61.5K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.35K- 1.72% |
$73.5K - $82.2K
|
76.7K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.35K- 86.24% |
$73.9K - $82.7K
|
216
$5.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.36K- 57.63% |
$74.3K - $83K
|
1K
$24.5K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.38K- 27.37% |
$75.5K - $84.4K
|
3.67K
$90K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.39K- 3.64% |
$75.6K - $84.6K
|
36.7K
$900K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 4.5% |
$77.4K - $86.5K
|
30.1K
$739K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.44K- 1.72% |
$78.7K - $88K
|
82.4K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.44K- 27.02% |
$78.9K - $88.2K
|
3.9K
$95.7K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.45K- 24.05% |
$79.2K - $88.5K
|
4.58K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.48K- 0.96% |
$80.5K - $90K
|
152K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.49K- 1.89% |
$81.1K - $90.7K
|
76.9K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.49K- 12.02% |
$81.4K - $91K
|
10.9K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 12.03% |
$81.6K - $91.3K
|
10.9K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.51K- 9.48% |
$82.4K - $92.1K
|
14.4K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.53K- 2.43% |
$83.7K - $93.6K
|
61.6K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.54K- 1.76% |
$84.3K - $94.2K
|
86.4K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.55K- 5.81% |
$84.5K - $94.5K
|
25.1K
$615K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.58K- 1.88% |
$86.1K - $96.2K
|
82.3K
$2.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 6.13% |
$86.5K - $96.7K
|
24.3K
$595K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.59K- 3.96% |
$86.8K - $97.1K
|
38.6K
$947K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.61K- 1.91% |
$88K - $98.4K
|
82.7K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.62K- 4.57% |
$88.2K - $98.7K
|
33.7K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.63K- 0.41% |
$88.9K - $99.3K
|
393K
$9.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 74.22% |
$89.9K - $101K
|
572
$14K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 55.2% |
$93.9K - $105K
|
1.4K
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.78K- 28.77% |
$97.3K - $109K
|
4.41K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.79K- 1.15% |
$97.8K - $109K
|
154K
$3.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.81K- 27.05% |
$99.1K - $111K
|
4.89K
$120K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.82K- 2.27% |
$99.1K - $111K
|
78.2K
$1.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.82K- 4.06% |
$99.3K - $111K
|
43K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 2.27% |
$99.4K - $111K
|
78.5K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.86K- 9.09% |
$101K - $113K
|
18.6K
$455K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.87K- 1.53% |
$102K - $114K
|
121K
$2.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.88K- 0.26% |
$103K - $115K
|
720K
$17.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.91K- 9.26% |
$104K - $117K
|
18.7K
$460K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.94K- 6.05% |
$106K - $119K
|
30.2K
$740K
|
|
|
May 07, 2024
Q1 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-2K- 13.33% |
$109K - $122K
|
13K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 1.85% |
$109K - $122K
|
106K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.04K- 20.57% |
$112K - $125K
|
7.89K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.12K- 1.07% |
$116K - $130K
|
196K
$4.81M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.16K- 4.77% |
$118K - $132K
|
43.1K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.16K- 4.77% |
$118K - $132K
|
43.1K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.19K- 1.34% |
$119K - $133K
|
161K
$3.94M
|