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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.37K+ 1.45% |
$457K - $511K
|
587K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.25K+ 3.2% |
$450K - $504K
|
266K
$6.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.2K+ 7.46% |
$448K - $501K
|
118K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.12KNew |
$443K - $496K
|
8.12K
$189K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8.1KNew |
$443K - $495K
|
8.1K
$188K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.84KNew |
$428K - $478K
|
7.84K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.72KNew |
$422K - $471K
|
7.72K
$180K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.63K+ 168.11% |
$417K - $466K
|
12.2K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.6KNew |
$415K - $464K
|
7.6K
$177K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.6K+ 0.74% |
$415K - $464K
|
1.04M
$24.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.21K+ 12.88% |
$394K - $440K
|
63.2K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.2KNew |
$393K - $440K
|
7.2K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.11KNew |
$388K - $434K
|
7.11K
$165K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.08K+ 53.07% |
$387K - $432K
|
20.4K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.96K+ 100.0% |
$380K - $425K
|
13.9K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.85K+ 1.25% |
$374K - $418K
|
557K
$12.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
6.76KNew |
$369K - $413K
|
6.76K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.69K+ 26.03% |
$366K - $409K
|
32.4K
$754K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
6.58K+ 1.64% |
$359K - $402K
|
407K
$9.47M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.57K+ 15.92% |
$359K - $401K
|
47.8K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.56KNew |
$358K - $400K
|
6.56K
$153K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
6.5K+ 1.55% |
$355K - $397K
|
424K
$9.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.49K+ 4.27% |
$354K - $396K
|
158K
$3.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.39K+ 2.64% |
$349K - $390K
|
249K
$5.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.21K+ 18.7% |
$339K - $379K
|
39.4K
$917K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.21K+ 0.21% |
$339K - $379K
|
3.02M
$70.3M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.2K+ 90.24% |
$338K - $378K
|
13.1K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6.15K+ 53.83% |
$336K - $376K
|
17.6K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
6.1K+ 70.93% |
$333K - $372K
|
14.7K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 32.73% |
$327K - $366K
|
24.3K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.93K+ 2.8% |
$324K - $362K
|
218K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.82K+ 3.31% |
$318K - $356K
|
182K
$4.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.8K+ 3.89% |
$317K - $354K
|
155K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.61K+ 6.16% |
$306K - $343K
|
96.7K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.6KNew |
$306K - $342K
|
5.6K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.47K+ 1.54% |
$298K - $334K
|
359K
$8.36M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.37KNew |
$293K - $328K
|
5.37K
$125K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.32K+ 1.05% |
$291K - $325K
|
511K
$11.9M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
5.3K+ 37.46% |
$289K - $324K
|
19.5K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
5.3K+ 6.31% |
$289K - $324K
|
89.3K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.09K+ 8.39% |
$278K - $311K
|
65.8K
$1.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.04K+ 9.57% |
$275K - $308K
|
57.7K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5KNew |
$273K - $305K
|
5K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.9K+ 0.47% |
$268K - $299K
|
1.05M
$24.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.88K+ 8.28% |
$267K - $298K
|
63.9K
$1.49M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.86K+ 1.86% |
$265K - $297K
|
267K
$6.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
4.83K+ 0.66% |
$264K - $295K
|
735K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 78.99% |
$260K - $291K
|
10.8K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.74K+ 25.62% |
$259K - $289K
|
23.2K
$540K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.62K+ 8.18% |
$253K - $282K
|
61.1K
$1.42M
|