Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.62M+ 6212.36% |
$266M - $293M
|
4.7M
$109M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
575K+ 55.47% |
$33.1M - $36.4M
|
1.61M
$37.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
413KNew |
$23.8M - $26.2M
|
413K
$9.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
290K+ 244.57% |
$16.7M - $18.4M
|
408K
$9.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
284KNew |
$16.3M - $18M
|
284K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
269K+ 180.73% |
$15.5M - $17.1M
|
419K
$9.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
269KNew |
$15.5M - $17M
|
269K
$6.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
195K+ 7.64% |
$11.2M - $12.4M
|
2.75M
$64M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
164KNew |
$9.44M - $10.4M
|
164K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 15.6% |
$8.34M - $9.17M
|
1.07M
$25M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 15.6% |
$8.34M - $9.17M
|
1.07M
$25M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
140K+ 45.46% |
$8.06M - $8.86M
|
448K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139K+ 620.69% |
$7.99M - $8.79M
|
161K
$3.75M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
124KNew |
$7.15M - $7.86M
|
124K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
108K+ 4.43% |
$6.22M - $6.84M
|
2.55M
$59.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
106K+ 16.16% |
$6.1M - $6.71M
|
762K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
99.9K+ 11.95% |
$5.75M - $6.32M
|
936K
$21.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
87.6KNew |
$5.04M - $5.55M
|
87.6K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
87.4K+ 55.82% |
$5.03M - $5.53M
|
244K
$5.67M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
82.5KNew |
$4.75M - $5.23M
|
82.5K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.6K+ 2.94% |
$4.06M - $4.47M
|
2.47M
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
65.8K+ 111.21% |
$3.79M - $4.16M
|
125K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.9K+ 1213.53% |
$3.68M - $4.04M
|
69.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
59.6K+ 8.23% |
$3.43M - $3.77M
|
784K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55.8K+ 1.55% |
$3.22M - $3.54M
|
3.66M
$85.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
51.4K+ 679.2% |
$2.96M - $3.26M
|
59K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
44.9K+ 1402.88% |
$2.58M - $2.84M
|
48.1K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43K+ 8.25% |
$2.48M - $2.72M
|
565K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
42K+ 2.46% |
$2.42M - $2.66M
|
1.75M
$40.7M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40.9K+ 2.04% |
$2.35M - $2.59M
|
2.04M
$47.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
40.6KNew |
$2.34M - $2.57M
|
40.6K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
40.5K+ 209.51% |
$2.33M - $2.56M
|
59.8K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
39.2KNew |
$2.26M - $2.48M
|
39.2K
$912K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$2.23M - $2.45M
|
38.7K
$900K
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
38.2KNew |
$2.2M - $2.42M
|
38.2K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 5.16% |
$2.18M - $2.39M
|
771K
$17.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
37.4K+ 6.22% |
$2.15M - $2.36M
|
638K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
36.7K+ 7.48% |
$2.11M - $2.32M
|
527K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36.3K+ 25406.29% |
$2.09M - $2.3M
|
36.5K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.1K+ 4.4% |
$2.02M - $2.22M
|
834K
$19.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33.5K+ 18.15% |
$1.93M - $2.12M
|
218K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32KNew |
$1.84M - $2.03M
|
32K
$745K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.6K+ 2.31% |
$1.82M - $2M
|
1.4M
$32.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30.3K+ 9.44% |
$1.74M - $1.92M
|
351K
$8.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.5K+ 5.34% |
$1.7M - $1.87M
|
581K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
28.9KNew |
$1.67M - $1.83M
|
28.9K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
28.2K+ 8.46% |
$1.63M - $1.79M
|
362K
$8.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 1.78% |
$1.5M - $1.65M
|
1.49M
$34.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
25.8K+ 3.18% |
$1.49M - $1.64M
|
839K
$19.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
25.5KNew |
$1.47M - $1.61M
|
25.5K
$593K
|