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 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
46+ 0.28% |
$2.51K - $2.81K
|
16.5K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.28% |
$2.4K - $2.69K
|
15.6K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
43+ 2.52% |
$2.35K - $2.63K
|
1.75K
$40.7K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
43+ 0.18% |
$2.35K - $2.63K
|
23.4K
$544K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
42+ 0.26% |
$2.29K - $2.56K
|
16.3K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40+ 0.5% |
$2.18K - $2.44K
|
8.11K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40New |
$2.18K - $2.44K
|
40
$930
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40+ 1.28% |
$2.18K - $2.44K
|
3.16K
$73.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
37+ 0.21% |
$2.02K - $2.26K
|
17.9K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36+ 0.19% |
$1.97K - $2.2K
|
19.2K
$446K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
33+ 0.65% |
$1.8K - $2.01K
|
5.15K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
32+ 24.06% |
$1.75K - $1.95K
|
165
$3.84K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
31+ 0.11% |
$1.69K - $1.89K
|
28.3K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
31+ 0.31% |
$1.69K - $1.89K
|
10.1K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
30+ 0.11% |
$1.64K - $1.83K
|
28.4K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
29+ 0.3% |
$1.58K - $1.77K
|
9.57K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
28+ 0.29% |
$1.53K - $1.71K
|
9.77K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
27+ 0.14% |
$1.47K - $1.65K
|
19K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
26+ 0.32% |
$1.42K - $1.59K
|
8.24K
$192K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
24+ 0.29% |
$1.31K - $1.47K
|
8.25K
$192K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
24+ 48.98% |
$1.31K - $1.47K
|
73
$1.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
23+ 0.07% |
$1.26K - $1.4K
|
33.9K
$788K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.44% |
$1.26K - $1.4K
|
5.23K
$122K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 0.16% |
$1.2K - $1.34K
|
13.8K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$1.2K - $1.34K
|
6K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19+ 0.19% |
$1.04K - $1.16K
|
10.1K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
18+ 0.31% |
$983 - $1.1K
|
5.91K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.32% |
$983 - $1.1K
|
5.61K
$131K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17+ 0.31% |
$928 - $1.04K
|
5.55K
$129K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
16+ 0.28% |
$874 - $977
|
5.78K
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
16+ 0.2% |
$874 - $977
|
7.88K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
16+ 0.17% |
$874 - $977
|
9.56K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
16+ 2.91% |
$874 - $977
|
566
$13.2K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 0.16% |
$874 - $977
|
10K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.3% |
$819 - $916
|
5.01K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
14+ 0.07% |
$765 - $855
|
20.8K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14New |
$765 - $855
|
14
$326
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 0.29% |
$765 - $855
|
4.83K
$112K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 0.12% |
$765 - $855
|
11.8K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
14+ 0.27% |
$765 - $855
|
5.29K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
14+ 0.3% |
$765 - $855
|
4.73K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13+ 0.27% |
$710 - $794
|
4.77K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.02% |
$710 - $794
|
73.9K
$1.72M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.59% |
$710 - $794
|
2.22K
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13+ 0.05% |
$710 - $794
|
24.1K
$560K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 0.25% |
$710 - $794
|
5.25K
$122K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12+ 0.31% |
$655 - $733
|
3.93K
$91.4K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1.52% |
$655 - $733
|
803
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$655 - $733
|
3.87K
$89.9K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
10New |
$546 - $611
|
10
$233
|