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
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.15K- 3.14% |
$354K - $389K
|
190K
$3.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-6.19K- 4.25% |
$356K - $392K
|
139K
$2.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.26K- 13.59% |
$360K - $396K
|
39.8K
$806K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.41K- 6.67% |
$369K - $406K
|
89.8K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.51K- 34.52% |
$375K - $412K
|
12.3K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.64K- 3.11% |
$382K - $420K
|
207K
$4.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.64K- 3.69% |
$382K - $420K
|
173K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-6.67K- 2.23% |
$384K - $422K
|
293K
$5.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7.05K- 10.4% |
$406K - $446K
|
60.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-7.2K- 1.94% |
$415K - $456K
|
364K
$7.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 4.81% |
$440K - $484K
|
151K
$3.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.44K- 5.85% |
$486K - $534K
|
136K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.52K- 6.72% |
$491K - $540K
|
118K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-8.79K- 25.63% |
$506K - $556K
|
25.5K
$516K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.87K- 1.51% |
$511K - $561K
|
577K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9K- 0.59% |
$518K - $570K
|
1.52M
$30.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9.3K- 2.52% |
$535K - $589K
|
359K
$7.28M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.46K- 71.31% |
$544K - $599K
|
3.8K
$77K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-9.53K- 54.2% |
$549K - $603K
|
8.05K
$163K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.93K- 1.53% |
$571K - $628K
|
641K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.2K- 2.72% |
$584K - $642K
|
363K
$7.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-10.3K- 12.32% |
$593K - $652K
|
73.3K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-10.3K- 5.68% |
$594K - $653K
|
172K
$3.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10.4K- 3.89% |
$600K - $660K
|
258K
$5.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.5K- 20.01% |
$604K - $665K
|
42K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-10.9K- 8.44% |
$625K - $687K
|
118K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11K- 4.68% |
$631K - $694K
|
223K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11.1K- 5.42% |
$641K - $704K
|
194K
$3.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-11.8K- 1.64% |
$678K - $746K
|
708K
$14.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.5K- 3.41% |
$717K - $788K
|
353K
$7.14M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-14K- 1.56% |
$804K - $885K
|
884K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 37.86% |
$912K - $1M
|
26K
$526K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17K- 7.96% |
$980K - $1.08M
|
197K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.1K- 99.14% |
$985K - $1.08M
|
148
$3K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18.1K- 37.29% |
$1.04M - $1.15M
|
30.4K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-18.2K- 60.16% |
$1.05M - $1.15M
|
12K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-18.2K- 16.34% |
$1.05M - $1.15M
|
93.2K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 22.08% |
$1.13M - $1.24M
|
69K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20.3K- 1.84% |
$1.17M - $1.28M
|
1.08M
$21.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 5.36% |
$1.18M - $1.3M
|
363K
$7.35M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 3.93% |
$1.31M - $1.44M
|
555K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-22.9K- 1.13% |
$1.32M - $1.45M
|
2M
$40.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-23K- 27.16% |
$1.32M - $1.45M
|
61.6K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.2K- 6.58% |
$1.34M - $1.47M
|
329K
$6.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-29.5K- 8.58% |
$1.7M - $1.87M
|
315K
$6.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31.8K- 1.4% |
$1.83M - $2.01M
|
2.24M
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.9K- 9.65% |
$2.18M - $2.4M
|
355K
$7.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38.4K- 59.95% |
$2.21M - $2.43M
|
25.7K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-56.7K- 5.54% |
$3.27M - $3.59M
|
967K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-59.5K- 83.87% |
$3.43M - $3.77M
|
11.4K
$232K
|