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 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.63K- 4.54% |
$93.7K - $103K
|
34.2K
$795K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.64K- 1.64% |
$94.6K - $104K
|
98.5K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.66K- 21.47% |
$95.4K - $105K
|
6.06K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.68K- 24.4% |
$96.9K - $107K
|
5.22K
$121K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.69K- 2.85% |
$97.3K - $107K
|
57.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.7K- 4.35% |
$97.9K - $108K
|
37.3K
$869K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 3.05% |
$98.2K - $108K
|
54.2K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.73K- 0.22% |
$99.8K - $110K
|
780K
$18.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.76K- 24.2% |
$101K - $111K
|
5.52K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.77K- 5.19% |
$102K - $112K
|
32.3K
$752K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.78K- 9.42% |
$102K - $113K
|
17.1K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.83K- 1.32% |
$106K - $116K
|
137K
$3.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.88K- 8.08% |
$108K - $119K
|
21.3K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.92K- 2.32% |
$111K - $122K
|
80.7K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.92K- 13.34% |
$111K - $122K
|
12.5K
$290K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.92K- 3.79% |
$111K - $122K
|
48.8K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 4.78% |
$111K - $122K
|
38.5K
$895K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2K- 14.26% |
$115K - $126K
|
12K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 37.64% |
$116K - $127K
|
3.33K
$77.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.12K- 3.73% |
$122K - $134K
|
54.8K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.14K- 2.49% |
$123K - $136K
|
84K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.14K- 4.52% |
$123K - $136K
|
45.3K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.2K- 1.82% |
$126K - $139K
|
119K
$2.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 16.91% |
$131K - $145K
|
11.2K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.29K- 5.01% |
$132K - $145K
|
43.4K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.35K- 29.96% |
$135K - $149K
|
5.49K
$128K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.38K- 7.9% |
$137K - $150K
|
27.7K
$645K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.45K- 2.08% |
$141K - $155K
|
115K
$2.68M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.46K- 28.79% |
$141K - $155K
|
6.07K
$141K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.47K- 7.6% |
$142K - $156K
|
30K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.48K- 7.49% |
$143K - $157K
|
30.7K
$714K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-2.52K- 25.81% |
$145K - $160K
|
7.25K
$169K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.54K- 5.88% |
$146K - $161K
|
40.6K
$944K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.54K- 12.07% |
$146K - $161K
|
18.5K
$430K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.55K- 1.54% |
$147K - $161K
|
163K
$3.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.61K- 1.22% |
$150K - $165K
|
211K
$4.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-2.65K- 6.26% |
$153K - $168K
|
39.7K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.71K- 3.13% |
$156K - $171K
|
83.7K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.72K- 3.29% |
$156K - $172K
|
79.9K
$1.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.73K- 1.95% |
$157K - $173K
|
137K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.74K- 3.49% |
$158K - $173K
|
75.8K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.76K- 3.79% |
$159K - $174K
|
70.1K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.79K- 1.8% |
$160K - $176K
|
152K
$3.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.8K- 1.18% |
$161K - $177K
|
235K
$5.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.82K- 0.27% |
$162K - $178K
|
1.03M
$24.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.82K- 9.25% |
$162K - $178K
|
27.7K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.86K- 4.15% |
$165K - $181K
|
66.2K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.9K- 1.92% |
$167K - $184K
|
148K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.05K- 4.46% |
$175K - $193K
|
65.3K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.05K- 2.97% |
$176K - $193K
|
99.6K
$2.32M
|