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 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-231- 45.92% |
$13.3K - $14.6K
|
272
$6.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-232- 3.48% |
$13.4K - $14.7K
|
6.44K
$150K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-232- 0.69% |
$13.4K - $14.7K
|
33.5K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-233- 0.09% |
$13.4K - $14.7K
|
252K
$5.86M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-235- 1.46% |
$13.5K - $14.9K
|
15.8K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-235- 2.94% |
$13.5K - $14.9K
|
7.76K
$180K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-243- 2.77% |
$14K - $15.4K
|
8.52K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-245- 2.25% |
$14.1K - $15.5K
|
10.7K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-246- 2.32% |
$14.2K - $15.6K
|
10.4K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-247- 4.06% |
$14.2K - $15.6K
|
5.83K
$136K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.06% |
$14.4K - $15.8K
|
23.4K
$544K
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-252- 1.86% |
$14.5K - $16K
|
13.3K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-261- 0.51% |
$15K - $16.5K
|
50.9K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-263- 2.59% |
$15.1K - $16.6K
|
9.91K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-264- 1.11% |
$15.2K - $16.7K
|
23.4K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-265- 0.74% |
$15.3K - $16.8K
|
35.4K
$824K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-266- 1.77% |
$15.3K - $16.8K
|
14.7K
$343K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-266- 1.77% |
$15.3K - $16.8K
|
14.7K
$343K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-270- 2.94% |
$15.5K - $17.1K
|
8.92K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-272- 3.93% |
$15.7K - $17.2K
|
6.66K
$155K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-272- 36.12% |
$15.7K - $17.2K
|
481
$11.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-276- 1.98% |
$15.9K - $17.5K
|
13.7K
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-277- 0.67% |
$15.9K - $17.5K
|
41.2K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-279- 0.5% |
$16.1K - $17.7K
|
55.6K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-280- 0.39% |
$16.1K - $17.7K
|
71.9K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-285- 6.8% |
$16.4K - $18K
|
3.91K
$90.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-295- 2.59% |
$17K - $18.7K
|
11.1K
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-296- 3.57% |
$17K - $18.7K
|
8K
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-302- 1.15% |
$17.4K - $19.1K
|
25.9K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-315- 0.79% |
$18.1K - $19.9K
|
39.6K
$922K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-318- 2.91% |
$18.3K - $20.1K
|
10.6K
$247K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-339- 5.35% |
$19.5K - $21.5K
|
6K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-340- 6.08% |
$19.6K - $21.5K
|
5.26K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-344- 1.78% |
$19.8K - $21.8K
|
19K
$441K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-345- 0.76% |
$19.9K - $21.8K
|
45.1K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-355- 1.56% |
$20.4K - $22.5K
|
22.5K
$522K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-357- 70.41% |
$20.6K - $22.6K
|
150
$3.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-357- 24.47% |
$20.6K - $22.6K
|
1.1K
$25.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-360- 2.82% |
$20.7K - $22.8K
|
12.4K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-360- 1.29% |
$20.7K - $22.8K
|
27.5K
$641K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 15.78% |
$21K - $23K
|
1.94K
$45.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-368- 0.25% |
$21.2K - $23.3K
|
149K
$3.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-374- 2.99% |
$21.5K - $23.7K
|
12.1K
$282K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-375- 2.8% |
$21.6K - $23.7K
|
13K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-375- 2.8% |
$21.6K - $23.7K
|
13K
$302K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-378- 6.79% |
$21.8K - $23.9K
|
5.19K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-384- 0.92% |
$22.1K - $24.3K
|
41.2K
$957K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-384- 0.88% |
$22.1K - $24.3K
|
43.2K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-384- 8.22% |
$22.1K - $24.3K
|
4.29K
$99.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-405- 1.09% |
$23.3K - $25.6K
|
36.9K
$858K
|