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 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-843- 1.01% |
$48.5K - $53.4K
|
82.5K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-851- 6.34% |
$49K - $53.9K
|
12.6K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-860- 4.25% |
$49.5K - $54.4K
|
19.4K
$451K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-898- 2.44% |
$51.7K - $56.8K
|
36K
$836K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-906- 5.12% |
$52.2K - $57.3K
|
16.8K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-914- 22.22% |
$52.6K - $57.9K
|
3.2K
$74.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-947- 2.22% |
$54.5K - $59.9K
|
41.8K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-950- 5.16% |
$54.7K - $60.1K
|
17.5K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-953- 3.37% |
$54.9K - $60.3K
|
27.3K
$636K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-974- 5.86% |
$56.1K - $61.7K
|
15.7K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-997- 0.1% |
$57.4K - $63.1K
|
1.03M
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1K- 6.74% |
$57.6K - $63.3K
|
13.8K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.02K- 2.42% |
$58.6K - $64.4K
|
41.1K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04K- 8.52% |
$59.7K - $65.6K
|
11.1K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.09K- 4.9% |
$62.6K - $68.8K
|
21.1K
$491K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.11K- 2.95% |
$63.8K - $70.2K
|
36.5K
$849K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.72% |
$63.8K - $70.2K
|
153K
$3.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 4.58% |
$64K - $70.4K
|
23.2K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.15K- 11.38% |
$66K - $72.6K
|
8.93K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.15K- 19.67% |
$66.2K - $72.8K
|
4.7K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.16K- 0.57% |
$67K - $73.6K
|
204K
$4.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 5.68% |
$68K - $74.8K
|
19.6K
$457K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.18K- 10.25% |
$68K - $74.8K
|
10.3K
$241K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.21K- 2.86% |
$69.4K - $76.3K
|
41K
$953K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.24K- 25.78% |
$71.2K - $78.2K
|
3.56K
$82.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.24K- 20.79% |
$71.4K - $78.5K
|
4.72K
$110K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.25K- 1.23% |
$72.2K - $79.4K
|
101K
$2.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.26K- 3.72% |
$72.6K - $79.8K
|
32.6K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 1.44% |
$74K - $81.4K
|
88.1K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.3K- 16.51% |
$74.8K - $82.3K
|
6.58K
$153K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.33K- 1.82% |
$76.6K - $84.2K
|
71.7K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-1.33K- 20.04% |
$76.6K - $84.3K
|
5.31K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.34K- 9.15% |
$77.1K - $84.8K
|
13.3K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.35K- 1.72% |
$77.8K - $85.6K
|
77.2K
$1.79M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.36K- 0.85% |
$78.5K - $86.3K
|
159K
$3.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 12.45% |
$79.3K - $87.2K
|
9.68K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.39K- 22.12% |
$79.7K - $87.7K
|
4.88K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.39K- 27.88% |
$80.3K - $88.2K
|
3.61K
$83.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 2.04% |
$80.4K - $88.4K
|
67.2K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.41K- 1.66% |
$81K - $89.1K
|
83.4K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.43K- 4.74% |
$82.4K - $90.6K
|
28.8K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.45K- 1.62% |
$83.4K - $91.7K
|
87.9K
$2.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.45K- 1.31% |
$83.5K - $91.8K
|
110K
$2.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.45K- 2.19% |
$83.6K - $92K
|
64.9K
$1.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 0.3% |
$84.2K - $92.5K
|
494K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.5K- 3.38% |
$86.3K - $94.9K
|
42.9K
$997K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.54K- 14.19% |
$88.7K - $97.5K
|
9.32K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.57K- 8.38% |
$90.4K - $99.4K
|
17.2K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 2.24% |
$91.6K - $101K
|
69.4K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.62K- 3.84% |
$93K - $102K
|
40.5K
$942K
|