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 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.73K- 5.72% |
$149K - $166K
|
44.9K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.73K- 12.0% |
$149K - $167K
|
20K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.75K- 3.97% |
$150K - $168K
|
66.3K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.76K- 0.91% |
$151K - $168K
|
301K
$7M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.76K- 21.41% |
$151K - $168K
|
10.1K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.8K- 8.12% |
$153K - $171K
|
31.6K
$736K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 5.21% |
$154K - $172K
|
51.2K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.86K- 15.96% |
$156K - $175K
|
15.1K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.89K- 3.85% |
$158K - $176K
|
72.1K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3K- 14.18% |
$164K - $183K
|
18.2K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-3.04K- 31.28% |
$166K - $185K
|
6.67K
$155K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.07K- 3.81% |
$168K - $187K
|
77.5K
$1.8M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.12K- 1.82% |
$170K - $190K
|
168K
$3.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 4.64% |
$172K - $192K
|
64.7K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.18K- 7.94% |
$174K - $194K
|
36.9K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 7.59% |
$179K - $200K
|
40K
$929K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.36K- 5.84% |
$184K - $205K
|
54.2K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.46K- 1.59% |
$189K - $211K
|
214K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.5K- 3.05% |
$191K - $214K
|
111K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 1.62% |
$192K - $214K
|
214K
$4.98M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.65K- 2.14% |
$199K - $223K
|
167K
$3.88M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.66K- 2.15% |
$200K - $223K
|
167K
$3.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.68K- 2.56% |
$201K - $225K
|
140K
$3.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.69K- 17.6% |
$201K - $225K
|
17.3K
$401K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.69K- 4.21% |
$202K - $225K
|
83.9K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.84K- 8.56% |
$210K - $234K
|
41K
$954K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 3.17% |
$210K - $235K
|
118K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.91K- 16.39% |
$214K - $239K
|
20K
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.92K- 1.8% |
$214K - $239K
|
213K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.92K- 6.19% |
$214K - $239K
|
59.4K
$1.38M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-3.93KClosed |
$214K - $240K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.05K- 8.65% |
$221K - $247K
|
42.7K
$994K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.11KClosed |
$225K - $251K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.19K- 4.02% |
$229K - $256K
|
100K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.51K- 5.98% |
$246K - $275K
|
70.9K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.57K- 19.58% |
$250K - $279K
|
18.8K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-4.7K- 10.0% |
$257K - $287K
|
42.3K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 9.23% |
$265K - $297K
|
47.8K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.01K- 3.26% |
$273K - $306K
|
149K
$3.46M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.09K- 11.56% |
$278K - $311K
|
38.9K
$906K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 27.8% |
$282K - $316K
|
13.4K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.28K- 2.51% |
$288K - $322K
|
205K
$4.77M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.29K- 0.59% |
$289K - $323K
|
898K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.34K- 36.38% |
$292K - $326K
|
9.34K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.39K- 4.05% |
$294K - $329K
|
128K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-5.41K- 5.9% |
$295K - $330K
|
86.2K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.42K- 3.06% |
$296K - $331K
|
172K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 2.08% |
$298K - $333K
|
257K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.51K- 8.38% |
$301K - $336K
|
60.2K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.51K- 3.22% |
$301K - $336K
|
165K
$3.85M
|