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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-76- 1.22% |
$4.38K - $4.81K
|
6.15K
$143K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-80- 0.45% |
$4.61K - $5.06K
|
17.8K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-82- 14.34% |
$4.72K - $5.19K
|
490
$11.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-82- 2.38% |
$4.72K - $5.19K
|
3.36K
$78.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-85- 0.23% |
$4.89K - $5.38K
|
36.2K
$842K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-86- 1.99% |
$4.95K - $5.44K
|
4.25K
$98.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-91- 1.05% |
$5.24K - $5.76K
|
8.54K
$199K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-99- 9.53% |
$5.7K - $6.27K
|
940
$21.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-100- 0.17% |
$5.76K - $6.33K
|
58.2K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 0.07% |
$5.76K - $6.33K
|
140K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-100- 1.11% |
$5.76K - $6.33K
|
8.88K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-101- 1.26% |
$5.81K - $6.39K
|
7.91K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-109- 0.52% |
$6.28K - $6.9K
|
20.7K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-111- 3.17% |
$6.39K - $7.03K
|
3.4K
$79K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-113- 3.34% |
$6.51K - $7.15K
|
3.27K
$76.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-117- 1.44% |
$6.74K - $7.41K
|
7.98K
$186K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-119- 1.95% |
$6.85K - $7.53K
|
6K
$140K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-122- 0.11% |
$7.02K - $7.72K
|
116K
$2.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-124- 1.26% |
$7.14K - $7.85K
|
9.75K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-127- 0.21% |
$7.31K - $8.04K
|
59.8K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-128- 2.21% |
$7.37K - $8.1K
|
5.66K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-130- 1.46% |
$7.48K - $8.23K
|
8.75K
$204K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-133- 1.75% |
$7.66K - $8.42K
|
7.46K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-140- 0.58% |
$8.06K - $8.86K
|
23.9K
$557K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-144- 1.43% |
$8.29K - $9.12K
|
9.91K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-145- 0.88% |
$8.35K - $9.18K
|
16.3K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-146- 1.26% |
$8.41K - $9.24K
|
11.4K
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-150- 3.92% |
$8.64K - $9.5K
|
3.67K
$85.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-157- 4.42% |
$9.04K - $9.94K
|
3.4K
$79K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-157- 0.6% |
$9.04K - $9.94K
|
26K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-158- 1.06% |
$9.1K - $10K
|
14.7K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-160- 2.06% |
$9.21K - $10.1K
|
7.62K
$177K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-160- 0.18% |
$9.21K - $10.1K
|
88.4K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-162- 9.93% |
$9.33K - $10.3K
|
1.47K
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-170- 0.78% |
$9.79K - $10.8K
|
21.7K
$505K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-173- 3.16% |
$9.96K - $11K
|
5.29K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 2.05% |
$9.96K - $11K
|
8.27K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-174- 3.29% |
$10K - $11K
|
5.12K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-175- 1.62% |
$10.1K - $11.1K
|
10.6K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-190- 3.98% |
$10.9K - $12K
|
4.59K
$107K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 2.51% |
$11.5K - $12.7K
|
7.77K
$181K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 1.08% |
$11.5K - $12.7K
|
18.4K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-206- 2.24% |
$11.9K - $13K
|
8.98K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-206- 0.67% |
$11.9K - $13K
|
30.3K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-210- 3.04% |
$12.1K - $13.3K
|
6.7K
$156K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-211- 8.65% |
$12.1K - $13.4K
|
2.23K
$51.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-216- 67.5% |
$12.4K - $13.7K
|
104
$2.42K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-225- 0.25% |
$13K - $14.2K
|
91.5K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-226- 4.32% |
$13K - $14.3K
|
5K
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-228- 0.85% |
$13.1K - $14.4K
|
26.5K
$617K
|