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 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
181+ 2.45% |
$9.88K - $11.1K
|
7.58K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 3.69% |
$9.28K - $10.4K
|
4.78K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
168+ 7.52% |
$9.17K - $10.3K
|
2.4K
$55.8K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
159+ 0.82% |
$8.68K - $9.71K
|
19.5K
$452K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
158+ 0.42% |
$8.63K - $9.65K
|
37.6K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
152+ 3.69% |
$8.3K - $9.28K
|
4.27K
$99.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
150+ 4.11% |
$8.19K - $9.16K
|
3.8K
$88.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
148New |
$8.08K - $9.04K
|
148
$3.44K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
134New |
$7.32K - $8.18K
|
134
$3.12K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
131+ 1.83% |
$7.15K - $8K
|
7.3K
$170K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
130+ 1.92% |
$7.1K - $7.94K
|
6.9K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
127New |
$6.94K - $7.75K
|
127
$2.95K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
126+ 0.12% |
$6.88K - $7.69K
|
107K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
122+ 0.57% |
$6.66K - $7.45K
|
21.5K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
119+ 2.77% |
$6.5K - $7.26K
|
4.42K
$103K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
117+ 0.09% |
$6.39K - $7.14K
|
134K
$3.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
116+ 0.98% |
$6.33K - $7.08K
|
12K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
115+ 0.4% |
$6.28K - $7.02K
|
28.7K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
111+ 1.85% |
$6.06K - $6.78K
|
6.12K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
105+ 0.03% |
$5.73K - $6.41K
|
384K
$8.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
103+ 1.95% |
$5.62K - $6.29K
|
5.38K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
99+ 10.53% |
$5.41K - $6.04K
|
1.04K
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
98+ 2.32% |
$5.35K - $5.98K
|
4.33K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 0.3% |
$5.3K - $5.92K
|
32.2K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
96+ 0.12% |
$5.24K - $5.86K
|
83.5K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
95+ 0.23% |
$5.19K - $5.8K
|
41K
$954K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.02% |
$4.97K - $5.56K
|
8.98K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
89+ 1.19% |
$4.86K - $5.43K
|
7.58K
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.13% |
$4.86K - $5.43K
|
7.97K
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
88New |
$4.81K - $5.37K
|
88
$2.05K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
88+ 0.3% |
$4.81K - $5.37K
|
29K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
85New |
$4.64K - $5.19K
|
85
$1.98K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
85+ 1.01% |
$4.64K - $5.19K
|
8.53K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
84+ 1.22% |
$4.59K - $5.13K
|
6.95K
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
76+ 1.4% |
$4.15K - $4.64K
|
5.51K
$128K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
71+ 0.29% |
$3.88K - $4.33K
|
24.2K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
70+ 1.34% |
$3.82K - $4.27K
|
5.29K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
70+ 0.55% |
$3.82K - $4.27K
|
12.7K
$295K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
66+ 0.33% |
$3.6K - $4.03K
|
19.8K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
65+ 0.74% |
$3.55K - $3.97K
|
8.91K
$207K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
64+ 0.64% |
$3.5K - $3.91K
|
10K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
63+ 1.05% |
$3.44K - $3.85K
|
6.06K
$141K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
62+ 1.13% |
$3.39K - $3.79K
|
5.57K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
59+ 0.54% |
$3.22K - $3.6K
|
11.1K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
59+ 0.13% |
$3.22K - $3.6K
|
46.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
55New |
$3K - $3.36K
|
55
$1.28K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
53+ 0.31% |
$2.89K - $3.24K
|
17.1K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 1.2% |
$2.73K - $3.05K
|
4.21K
$97.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
49+ 0.31% |
$2.68K - $2.99K
|
15.8K
$368K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
47+ 0.31% |
$2.57K - $2.87K
|
15.3K
$356K
|