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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
23.9K+ 1.19% |
$1.3M - $1.46M
|
2.02M
$47.1M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
23.6K+ 7.95% |
$1.29M - $1.44M
|
321K
$7.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 26.28% |
$1.27M - $1.42M
|
112K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22.4K+ 1.18% |
$1.22M - $1.37M
|
1.92M
$44.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8K+ 252.4% |
$1.19M - $1.33M
|
30.5K
$709K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
21KNew |
$1.15M - $1.28M
|
21K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
20.3K+ 13.45% |
$1.11M - $1.24M
|
172K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
19.8K+ 1.98% |
$1.08M - $1.21M
|
1.02M
$23.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 12.77% |
$1.07M - $1.19M
|
172K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
19K+ 6.03% |
$1.04M - $1.16M
|
334K
$7.76M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.8KNew |
$1.03M - $1.15M
|
18.8K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
18.1K+ 21.18% |
$991K - $1.11M
|
104K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$908K - $1.02M
|
16.6K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16.5K+ 151.12% |
$903K - $1.01M
|
27.5K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.4KNew |
$897K - $1M
|
16.4K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
16.1K+ 13.04% |
$882K - $985K
|
140K
$3.25M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.1KNew |
$878K - $981K
|
16.1K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.5KNew |
$845K - $945K
|
15.5K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.1KNew |
$827K - $924K
|
15.1K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15KNew |
$819K - $916K
|
15K
$349K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 15.15% |
$810K - $906K
|
113K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.8K+ 604.45% |
$809K - $904K
|
17.3K
$402K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
14.3K+ 35.72% |
$781K - $874K
|
54.4K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
14.3KNew |
$779K - $871K
|
14.3K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.3K+ 10.62% |
$779K - $870K
|
149K
$3.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.2K+ 2.45% |
$776K - $868K
|
596K
$13.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
13.3K+ 0.6% |
$728K - $814K
|
2.23M
$51.9M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.6K+ 17.49% |
$687K - $768K
|
84.5K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.9K+ 20.96% |
$649K - $725K
|
68.6K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
11.6KNew |
$632K - $707K
|
11.6K
$269K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 1.19% |
$599K - $669K
|
929K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 1.19% |
$599K - $669K
|
929K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 1.93% |
$597K - $668K
|
578K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7KNew |
$582K - $651K
|
10.7K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
10.7K+ 97.38% |
$582K - $650K
|
21.6K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 4.22% |
$558K - $623K
|
252K
$5.87M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.2K+ 115.68% |
$557K - $623K
|
19K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 157.45% |
$533K - $596K
|
16K
$371K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
9.69K+ 9.26% |
$529K - $591K
|
114K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.65K+ 180.46% |
$527K - $589K
|
15K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.38K+ 16.06% |
$512K - $572K
|
67.8K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.24K+ 18.03% |
$504K - $564K
|
60.5K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
9.08KNew |
$496K - $554K
|
9.08K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.89K+ 151.2% |
$486K - $543K
|
14.8K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.88K+ 15.01% |
$485K - $542K
|
68.1K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
8.88KNew |
$485K - $542K
|
8.88K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
8.75K+ 7.97% |
$478K - $534K
|
119K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.69K+ 6.4% |
$474K - $530K
|
144K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.56K+ 2.39% |
$468K - $523K
|
367K
$8.55M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.52K+ 39.87% |
$465K - $520K
|
29.9K
$695K
|