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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-272K- 23.37% |
$14.9M - $16.6M
|
893K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-420K- 73.81% |
$22.9M - $25.7M
|
149K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-701K- 49.2% |
$38.3M - $42.8M
|
724K
$17.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-890K- 3.9% |
$48.6M - $54.3M
|
21.9M
$537M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.53M- 99.08% |
$83.5M - $93.4M
|
14.2K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.54M- 94.11% |
$83.9M - $93.8M
|
96.2K
$2.36M
|