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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.3K- 9.4% |
$126K - $141K
|
22.2K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.36K- 13.88% |
$129K - $144K
|
14.6K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.38K- 28.3% |
$130K - $145K
|
6.02K
$148K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 5.58% |
$130K - $146K
|
40.4K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.41K- 38.67% |
$132K - $147K
|
3.82K
$93.7K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.41K- 6.77% |
$132K - $147K
|
33.2K
$814K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.45K- 6.29% |
$134K - $149K
|
36.5K
$894K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.47K- 3.49% |
$135K - $151K
|
68.3K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.53K- 18.99% |
$138K - $155K
|
10.8K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.54K- 17.55% |
$139K - $155K
|
11.9K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.54K- 21.76% |
$139K - $155K
|
9.14K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.59K- 13.01% |
$141K - $158K
|
17.3K
$425K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.68K- 30.1% |
$146K - $164K
|
6.23K
$153K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.73K- 5.72% |
$149K - $166K
|
44.9K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.73K- 12.0% |
$149K - $167K
|
20K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.75K- 3.97% |
$150K - $168K
|
66.3K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.76K- 21.41% |
$151K - $168K
|
10.1K
$248K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.76K- 0.91% |
$151K - $168K
|
301K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.8K- 8.12% |
$153K - $171K
|
31.6K
$776K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 5.21% |
$154K - $172K
|
51.2K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.86K- 15.96% |
$156K - $175K
|
15.1K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.89K- 3.85% |
$158K - $176K
|
72.1K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3K- 14.18% |
$164K - $183K
|
18.2K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-3.04K- 31.28% |
$166K - $185K
|
6.67K
$164K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.07K- 3.81% |
$168K - $187K
|
77.5K
$1.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.12K- 1.82% |
$170K - $190K
|
168K
$4.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 4.64% |
$172K - $192K
|
64.7K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.18K- 7.94% |
$174K - $194K
|
36.9K
$904K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 7.59% |
$179K - $200K
|
40K
$980K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.36K- 5.84% |
$184K - $205K
|
54.2K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.46K- 1.59% |
$189K - $211K
|
214K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.5K- 3.05% |
$191K - $214K
|
111K
$2.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.51K- 1.62% |
$192K - $214K
|
214K
$5.25M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.65K- 2.14% |
$199K - $223K
|
167K
$4.09M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.66K- 2.15% |
$200K - $223K
|
167K
$4.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.68K- 2.56% |
$201K - $225K
|
140K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.69K- 17.6% |
$201K - $225K
|
17.3K
$423K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.69K- 4.21% |
$202K - $225K
|
83.9K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.84K- 8.56% |
$210K - $234K
|
41K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 3.17% |
$210K - $235K
|
118K
$2.89M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.91K- 16.39% |
$214K - $239K
|
20K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.92K- 1.8% |
$214K - $239K
|
213K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.92K- 6.19% |
$214K - $239K
|
59.4K
$1.46M
|
|
|
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
$1.05M
|
|
|
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
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.51K- 5.98% |
$246K - $275K
|
70.9K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.57K- 19.58% |
$250K - $279K
|
18.8K
$461K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-4.7K- 10.0% |
$257K - $287K
|
42.3K
$1.04M
|