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 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.2K+ 2.34% |
$65.4K - $73.1K
|
52.5K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 7.39% |
$65.4K - $73.1K
|
17.4K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.18K+ 0.94% |
$64.3K - $71.9K
|
127K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 5.71% |
$64.2K - $71.8K
|
21.8K
$507K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17K+ 410.14% |
$64.1K - $71.6K
|
1.46K
$33.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.16K+ 7.61% |
$63.4K - $70.9K
|
16.4K
$382K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.16K+ 3.13% |
$63.3K - $70.8K
|
38.2K
$889K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.15K+ 1.62% |
$62.8K - $70.2K
|
72.1K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.13K+ 11.9% |
$61.5K - $68.8K
|
10.6K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 1.64% |
$57.4K - $64.2K
|
65.2K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$57K - $63.7K
|
1.04K
$24.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$54.6K - $61.1K
|
1K
$23.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
993+ 22.8% |
$54.2K - $60.6K
|
5.35K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
987+ 3.25% |
$53.9K - $60.3K
|
31.3K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
985+ 14.5% |
$53.8K - $60.1K
|
7.78K
$181K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
979+ 2.3% |
$53.5K - $59.8K
|
43.5K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
968+ 2.49% |
$52.9K - $59.1K
|
39.9K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
945+ 0.48% |
$51.6K - $57.7K
|
197K
$4.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
941+ 5.62% |
$51.4K - $57.4K
|
17.7K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
940+ 5.77% |
$51.3K - $57.4K
|
17.2K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
925New |
$50.5K - $56.5K
|
925
$21.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
860+ 7.14% |
$47K - $52.5K
|
12.9K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
856+ 10.1% |
$46.7K - $52.3K
|
9.33K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
848+ 8.84% |
$46.3K - $51.8K
|
10.4K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
848+ 9.18% |
$46.3K - $51.8K
|
10.1K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
837+ 1.96% |
$45.7K - $51.1K
|
43.6K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
761+ 5.88% |
$41.6K - $46.5K
|
13.7K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
760+ 16.87% |
$41.5K - $46.4K
|
5.26K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
758+ 0.2% |
$41.4K - $46.3K
|
373K
$8.67M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
756+ 1.84% |
$41.3K - $46.2K
|
41.9K
$975K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
750+ 19.74% |
$41K - $45.8K
|
4.55K
$106K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$39.8K - $44.4K
|
728
$16.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
724+ 7.74% |
$39.5K - $44.2K
|
10.1K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
697+ 15.6% |
$38.1K - $42.6K
|
5.17K
$120K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
693+ 3.46% |
$37.8K - $42.3K
|
20.7K
$482K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
690+ 11.53% |
$37.7K - $42.1K
|
6.67K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
674+ 0.2% |
$36.8K - $41.1K
|
340K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
673+ 0.8% |
$36.8K - $41.1K
|
85.1K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
636+ 1.87% |
$34.7K - $38.8K
|
34.6K
$805K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
635New |
$34.7K - $38.8K
|
635
$14.8K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
593+ 1.05% |
$32.4K - $36.2K
|
57.1K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
577+ 1.77% |
$31.5K - $35.2K
|
33.2K
$772K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
558+ 2.97% |
$30.5K - $34.1K
|
19.3K
$449K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
552New |
$30.1K - $33.7K
|
552
$12.8K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
546+ 1.71% |
$29.8K - $33.3K
|
32.5K
$755K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
542+ 0.94% |
$29.6K - $33.1K
|
58.2K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
533+ 2.13% |
$29.1K - $32.5K
|
25.6K
$595K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
530+ 4.33% |
$28.9K - $32.4K
|
12.8K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
523+ 7.72% |
$28.6K - $31.9K
|
7.3K
$170K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
514+ 5.25% |
$28.1K - $31.4K
|
10.3K
$240K
|