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 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-17.1K- 0.42% |
$934K - $1.04M
|
4.02M
$93.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-17.7K- 1.59% |
$968K - $1.08M
|
1.1M
$25.6M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-18.3K- 58.74% |
$999K - $1.12M
|
12.9K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 1.58% |
$1.07M - $1.2M
|
1.22M
$28.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.9K- 3.29% |
$1.09M - $1.22M
|
586K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20.5K- 6.41% |
$1.12M - $1.25M
|
300K
$6.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20.6K- 65.67% |
$1.13M - $1.26M
|
10.8K
$251K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.4K- 5.72% |
$1.17M - $1.31M
|
353K
$8.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-22.4K- 18.49% |
$1.22M - $1.37M
|
98.7K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23.1K- 27.87% |
$1.26M - $1.41M
|
59.9K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-24.9K- 64.45% |
$1.36M - $1.52M
|
13.8K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 3.32% |
$1.38M - $1.54M
|
733K
$17M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-26.5K- 12.36% |
$1.45M - $1.62M
|
188K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-30.3K- 77.12% |
$1.66M - $1.85M
|
9K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-34.3K- 47.86% |
$1.87M - $2.1M
|
37.4K
$870K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-35.7K- 5.56% |
$1.95M - $2.18M
|
607K
$14.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.8K- 4.91% |
$2.07M - $2.31M
|
733K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-38.6K- 85.45% |
$2.11M - $2.36M
|
6.58K
$153K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-42.2K- 21.87% |
$2.3M - $2.58M
|
151K
$3.51M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-45.4K- 2.06% |
$2.48M - $2.77M
|
2.16M
$50.3M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-50.6K- 31.24% |
$2.76M - $3.09M
|
111K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-53.2K- 34.16% |
$2.91M - $3.25M
|
103K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-65K- 94.88% |
$3.55M - $3.97M
|
3.51K
$81.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-73.1K- 3.12% |
$3.99M - $4.46M
|
2.27M
$52.8M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.4K- 92.69% |
$4.12M - $4.6M
|
5.95K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-76.2K- 21.99% |
$4.16M - $4.65M
|
270K
$6.29M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-77.7K- 33.19% |
$4.25M - $4.75M
|
156K
$3.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-78.9K- 3.66% |
$4.31M - $4.82M
|
2.08M
$48.3M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-90.7K- 21.09% |
$4.96M - $5.54M
|
340K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-102K- 70.83% |
$5.54M - $6.2M
|
41.8K
$973K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-102K- 4.78% |
$5.55M - $6.21M
|
2.02M
$47.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-139K- 3.93% |
$7.59M - $8.48M
|
3.4M
$79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 13.49% |
$7.91M - $8.84M
|
929K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-166K- 93.56% |
$9.06M - $10.1M
|
11.4K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-177K- 40.63% |
$9.67M - $10.8M
|
259K
$6.02M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-201K- 3.09% |
$11M - $12.3M
|
6.32M
$147M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-272K- 23.37% |
$14.9M - $16.6M
|
893K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-420K- 73.81% |
$22.9M - $25.7M
|
149K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-701K- 49.2% |
$38.3M - $42.8M
|
724K
$16.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-890K- 3.9% |
$48.6M - $54.3M
|
21.9M
$509M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.53M- 99.08% |
$83.5M - $93.4M
|
14.2K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.54M- 94.11% |
$83.9M - $93.8M
|
96.2K
$2.24M
|