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 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-409- 0.53% |
$23.5K - $25.9K
|
77K
$1.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-427- 77.36% |
$24.6K - $27K
|
125
$2.91K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-437- 0.84% |
$25.2K - $27.7K
|
51.5K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-440- 0.71% |
$25.3K - $27.9K
|
61.2K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-442- 0.94% |
$25.4K - $28K
|
46.6K
$1.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-448- 0.83% |
$25.8K - $28.4K
|
53.4K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-456- 4.28% |
$26.3K - $28.9K
|
10.2K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-456- 5.96% |
$26.3K - $28.9K
|
7.2K
$167K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-472- 0.73% |
$27.2K - $29.9K
|
64.2K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-489- 1.48% |
$28.2K - $31K
|
32.5K
$757K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-493- 5.58% |
$28.4K - $31.2K
|
8.34K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-495- 0.57% |
$28.5K - $31.3K
|
86.9K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-498- 12.86% |
$28.7K - $31.5K
|
3.37K
$78.5K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-506- 0.89% |
$29.1K - $32K
|
56.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-510- 5.55% |
$29.4K - $32.3K
|
8.67K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-510- 3.99% |
$29.4K - $32.3K
|
12.3K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-513- 0.77% |
$29.5K - $32.5K
|
66.2K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-515- 11.25% |
$29.6K - $32.6K
|
4.06K
$94.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-525- 0.32% |
$30.2K - $33.2K
|
163K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-542- 5.58% |
$31.2K - $34.3K
|
9.17K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-551- 10.67% |
$31.7K - $34.9K
|
4.62K
$107K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-557- 13.78% |
$32.1K - $35.3K
|
3.49K
$81.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-561- 0.3% |
$32.3K - $35.5K
|
187K
$4.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-563- 5.35% |
$32.4K - $35.6K
|
9.95K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-567- 7.58% |
$32.6K - $35.9K
|
6.91K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-571- 3.32% |
$32.9K - $36.1K
|
16.6K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-582- 2.02% |
$33.5K - $36.8K
|
28.2K
$655K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-594- 2.97% |
$34.2K - $37.6K
|
19.4K
$451K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-596- 8.32% |
$34.3K - $37.7K
|
6.57K
$153K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-626- 2.48% |
$36K - $39.6K
|
24.6K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-628- 0.74% |
$36.2K - $39.8K
|
84.4K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-636- 1.84% |
$36.6K - $40.3K
|
34K
$790K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-637- 10.67% |
$36.7K - $40.3K
|
5.33K
$124K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 12.87% |
$37K - $40.7K
|
4.35K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-650- 7.08% |
$37.4K - $41.1K
|
8.53K
$198K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-653- 1.37% |
$37.6K - $41.3K
|
46.9K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-669- 1.94% |
$38.5K - $42.3K
|
33.9K
$788K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-691- 14.87% |
$39.8K - $43.7K
|
3.96K
$92K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-702- 0.38% |
$40.4K - $44.4K
|
185K
$4.29M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-705- 61.68% |
$40.6K - $44.6K
|
438
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-718- 3.69% |
$41.3K - $45.4K
|
18.7K
$436K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-735- 1.52% |
$42.3K - $46.5K
|
47.8K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-750- 2.04% |
$43.2K - $47.5K
|
36K
$836K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-763- 7.97% |
$43.9K - $48.3K
|
8.81K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-782- 2.14% |
$45K - $49.5K
|
35.7K
$830K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-797- 0.99% |
$45.9K - $50.5K
|
79.9K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-802- 4.63% |
$46.2K - $50.8K
|
16.5K
$384K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-810- 1.37% |
$46.6K - $51.3K
|
58.2K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-815- 1.81% |
$46.9K - $51.6K
|
44.1K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-821- 1.51% |
$47.3K - $52K
|
53.7K
$1.25M
|