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 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.1K- 1.32% |
$178K - $196K
|
231K
$5.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.15K- 1.22% |
$181K - $199K
|
254K
$5.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.17K- 40.21% |
$183K - $201K
|
4.72K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.24K- 4.83% |
$187K - $205K
|
63.8K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.27K- 2.55% |
$188K - $207K
|
125K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.42K- 4.9% |
$197K - $216K
|
66.2K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.54K- 23.98% |
$204K - $224K
|
11.2K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.58K- 6.61% |
$206K - $227K
|
50.6K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 16.46% |
$208K - $229K
|
18.4K
$427K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.72K- 13.36% |
$214K - $235K
|
24.1K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.74K- 50.0% |
$215K - $237K
|
3.74K
$87K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.78K- 0.94% |
$218K - $239K
|
400K
$9.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.81K- 2.71% |
$219K - $241K
|
136K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.85K- 25.4% |
$221K - $244K
|
11.3K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-3.89K- 1.36% |
$224K - $246K
|
283K
$6.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.03K- 11.88% |
$232K - $255K
|
29.9K
$696K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.08K- 7.01% |
$235K - $258K
|
54.1K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.08K- 1.34% |
$235K - $258K
|
300K
$6.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.18K- 2.09% |
$240K - $264K
|
195K
$4.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.21K- 1.77% |
$242K - $266K
|
234K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.28K- 1.96% |
$246K - $271K
|
213K
$4.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-4.35K- 1.52% |
$250K - $275K
|
282K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.37K- 1.78% |
$251K - $276K
|
242K
$5.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.52K- 18.24% |
$260K - $286K
|
20.2K
$471K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.54K- 32.05% |
$261K - $287K
|
9.62K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-4.54K- 1.51% |
$261K - $288K
|
296K
$6.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.55K- 0.75% |
$262K - $288K
|
602K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.67K- 7.76% |
$269K - $296K
|
55.5K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4.69K- 0.16% |
$270K - $297K
|
3.02M
$70.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.83K- 1.5% |
$278K - $305K
|
316K
$7.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.06K- 0.65% |
$291K - $320K
|
774K
$18M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.1K- 13.08% |
$293K - $323K
|
33.9K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.11K- 10.69% |
$294K - $323K
|
42.7K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.32K- 6.91% |
$306K - $337K
|
71.6K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.35K- 19.49% |
$308K - $339K
|
22.1K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.45K- 5.1% |
$314K - $345K
|
101K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.73K- 3.66% |
$330K - $363K
|
151K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.93K- 14.98% |
$341K - $375K
|
33.6K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.97K- 21.58% |
$344K - $378K
|
21.7K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.08K- 7.38% |
$350K - $385K
|
76.4K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.13K- 3.67% |
$353K - $388K
|
161K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.13K- 3.68% |
$353K - $388K
|
161K
$3.73M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-6.13K- 1.44% |
$353K - $388K
|
418K
$9.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.14K- 16.41% |
$353K - $388K
|
31.3K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.15K- 3.14% |
$354K - $389K
|
190K
$4.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-6.19K- 4.25% |
$356K - $392K
|
139K
$3.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.26K- 13.59% |
$360K - $396K
|
39.8K
$926K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.41K- 6.67% |
$369K - $406K
|
89.8K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.51K- 34.52% |
$375K - $412K
|
12.3K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.64K- 3.11% |
$382K - $420K
|
207K
$4.81M
|