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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 9.23% |
$265K - $297K
|
47.8K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.01K- 3.26% |
$273K - $306K
|
149K
$3.65M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.09K- 11.56% |
$278K - $311K
|
38.9K
$955K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 27.8% |
$282K - $316K
|
13.4K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.28K- 2.51% |
$288K - $322K
|
205K
$5.04M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.29K- 0.59% |
$289K - $323K
|
898K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.34K- 36.38% |
$292K - $326K
|
9.34K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.39K- 4.05% |
$294K - $329K
|
128K
$3.13M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-5.41K- 5.9% |
$295K - $330K
|
86.2K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.42K- 3.06% |
$296K - $331K
|
172K
$4.21M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 2.08% |
$298K - $333K
|
257K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.51K- 8.38% |
$301K - $336K
|
60.2K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.51K- 3.22% |
$301K - $336K
|
165K
$4.06M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.67K- 11.19% |
$310K - $346K
|
45.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5.72K- 4.26% |
$313K - $349K
|
129K
$3.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.73K- 2.39% |
$313K - $350K
|
234K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.8K- 8.29% |
$317K - $354K
|
64.2K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-5.83K- 2.77% |
$318K - $356K
|
205K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.13K- 3.72% |
$335K - $374K
|
159K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.2K- 7.84% |
$338K - $378K
|
72.8K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.31K- 1.8% |
$344K - $385K
|
344K
$8.45M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.39K- 2.34% |
$349K - $390K
|
267K
$6.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.41K- 23.71% |
$350K - $391K
|
20.6K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.52K- 6.86% |
$356K - $398K
|
88.6K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.82K- 1.66% |
$372K - $416K
|
404K
$9.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.86K- 1.4% |
$374K - $419K
|
483K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.88K- 2.81% |
$376K - $420K
|
238K
$5.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.88K- 2.5% |
$376K - $420K
|
268K
$6.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.96K- 50.0% |
$380K - $425K
|
6.96K
$171K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7.07K- 2.27% |
$386K - $432K
|
304K
$7.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.09K- 1.34% |
$387K - $433K
|
522K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.09K- 4.33% |
$387K - $433K
|
157K
$3.85M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.21K- 1.92% |
$394K - $440K
|
369K
$9.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-7.39K- 1.98% |
$404K - $451K
|
365K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.4K- 0.69% |
$404K - $452K
|
1.07M
$26.2M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.79K- 10.48% |
$426K - $476K
|
66.6K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-7.8K- 2.83% |
$426K - $476K
|
268K
$6.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.92K- 25.05% |
$432K - $483K
|
23.7K
$581K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.98K- 34.86% |
$436K - $487K
|
14.9K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.08K- 12.19% |
$441K - $493K
|
58.2K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.09K- 1.91% |
$442K - $494K
|
414K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8.61K- 1.09% |
$470K - $526K
|
782K
$19.2M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.62K- 10.93% |
$471K - $526K
|
70.2K
$1.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9.14K- 7.42% |
$499K - $558K
|
114K
$2.8M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.43K- 9.74% |
$515K - $576K
|
87.4K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.92K- 3.43% |
$542K - $606K
|
279K
$6.84M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.98K- 4.77% |
$545K - $609K
|
199K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.5K- 0.68% |
$574K - $641K
|
1.53M
$37.5M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 6.08% |
$637K - $712K
|
180K
$4.42M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.9K- 29.87% |
$648K - $724K
|
27.8K
$683K
|