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 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-61.7K- 15.65% |
$3.55M - $3.91M
|
333K
$6.74M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-64.7K- 4.93% |
$3.73M - $4.1M
|
1.25M
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68K- 13.23% |
$3.91M - $4.3M
|
446K
$9.03M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-74.3K- 15.66% |
$4.28M - $4.7M
|
400K
$8.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.7K- 7.08% |
$4.36M - $4.79M
|
993K
$20.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-92.2K- 2.71% |
$5.31M - $5.83M
|
3.3M
$66.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-104K- 30.58% |
$5.98M - $6.57M
|
236K
$4.77M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-124K- 3.09% |
$7.15M - $7.86M
|
3.89M
$78.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-145K- 2.3% |
$8.36M - $9.2M
|
6.17M
$125M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-148K- 64.67% |
$8.51M - $9.36M
|
80.8K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-176K- 19.69% |
$10.1M - $11.1M
|
717K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-191K- 92.41% |
$11M - $12.1M
|
15.6K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-216K- 52.22% |
$12.5M - $13.7M
|
198K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-224K- 38.16% |
$12.9M - $14.2M
|
363K
$7.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-263K- 12.66% |
$15.1M - $16.6M
|
1.81M
$36.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-728K- 3.32% |
$41.9M - $46.1M
|
21.2M
$429M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-872K- 64.58% |
$50.2M - $55.2M
|
478K
$9.68M
|