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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.24K+ 17.57% |
$177K - $198K
|
21.7K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.23K+ 5.55% |
$176K - $197K
|
61.3K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.18K+ 4.85% |
$174K - $194K
|
68.8K
$1.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.06K+ 1.32% |
$167K - $187K
|
234K
$5.45M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.03K+ 9.28% |
$165K - $185K
|
35.7K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.92K+ 4.28% |
$159K - $178K
|
71K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.82K+ 2.19% |
$154K - $172K
|
132K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.72K+ 5.93% |
$148K - $166K
|
48.5K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.6K+ 0.26% |
$142K - $158K
|
993K
$23.1M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.6K+ 3.23% |
$142K - $158K
|
83K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
2.51K+ 38.79% |
$137K - $153K
|
8.99K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 1.7% |
$136K - $153K
|
150K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.47K+ 14.39% |
$135K - $151K
|
19.6K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 12.12% |
$132K - $148K
|
22.4K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 4.29% |
$125K - $140K
|
55.9K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.29K+ 2.42% |
$125K - $140K
|
97K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.27K+ 7.17% |
$124K - $139K
|
34K
$790K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.22K+ 2.56% |
$121K - $136K
|
88.8K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.14K+ 12.01% |
$117K - $131K
|
20K
$464K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.08K+ 16.09% |
$114K - $127K
|
15K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.03K+ 9.87% |
$111K - $124K
|
22.6K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 21.19% |
$110K - $122K
|
11.5K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2KNew |
$109K - $122K
|
2K
$46.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 11.0% |
$108K - $121K
|
20K
$465K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.96K+ 20.67% |
$107K - $120K
|
11.5K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.9K+ 1.55% |
$103K - $116K
|
124K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.78K+ 1.09% |
$97.2K - $109K
|
165K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 792.86% |
$97K - $108K
|
2K
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.77KNew |
$96.6K - $108K
|
1.77K
$41.1K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.74K+ 17.37% |
$94.9K - $106K
|
11.7K
$273K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.71K+ 7.92% |
$93.6K - $105K
|
23.4K
$543K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.67K+ 4.12% |
$91.1K - $102K
|
42.2K
$981K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.66K+ 27.33% |
$90.5K - $101K
|
7.72K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 27.93% |
$89.8K - $100K
|
7.53K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$88.4K - $98.8K
|
1.62K
$37.7K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6K+ 5.68% |
$87.3K - $97.6K
|
29.7K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 10.91% |
$86.8K - $97.1K
|
16.2K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.53K+ 12.75% |
$83.5K - $93.3K
|
13.5K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.49K+ 1.69% |
$81.3K - $90.8K
|
89.4K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.47K+ 6.63% |
$80.3K - $89.7K
|
23.7K
$550K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.46K+ 2.78% |
$79.6K - $88.9K
|
53.8K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46K+ 32.26% |
$79.5K - $88.9K
|
5.97K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.37K+ 45.67% |
$74.9K - $83.8K
|
4.38K
$102K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.36K+ 0.49% |
$74.1K - $82.8K
|
276K
$6.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.35K+ 6.98% |
$73.5K - $82.2K
|
20.6K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.34K+ 6.52% |
$73.2K - $81.8K
|
21.9K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.3K+ 0.94% |
$71K - $79.4K
|
140K
$3.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.25K+ 8.16% |
$68.4K - $76.4K
|
16.6K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.22K+ 5.09% |
$66.8K - $74.7K
|
25.3K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.21KNew |
$66.2K - $74.1K
|
1.21K
$28.2K
|