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 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-29.5K- 8.58% |
$1.7M - $1.87M
|
315K
$8.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31.8K- 1.4% |
$1.83M - $2.01M
|
2.24M
$57.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.9K- 9.65% |
$2.18M - $2.4M
|
355K
$9.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38.4K- 59.95% |
$2.21M - $2.43M
|
25.7K
$661K
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-52.8K- 81.97% |
$3.04M - $3.34M
|
11.6K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-56.7K- 5.54% |
$3.27M - $3.59M
|
967K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-59.5K- 83.87% |
$3.43M - $3.77M
|
11.4K
$295K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-61.7K- 15.65% |
$3.55M - $3.91M
|
333K
$8.56M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-64.7K- 4.93% |
$3.73M - $4.1M
|
1.25M
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68K- 13.23% |
$3.91M - $4.3M
|
446K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-74.3K- 15.66% |
$4.28M - $4.7M
|
400K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.7K- 7.08% |
$4.36M - $4.79M
|
993K
$25.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-92.2K- 2.71% |
$5.31M - $5.83M
|
3.3M
$85M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-98.3K- 35.3% |
$5.66M - $6.22M
|
180K
$4.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-104K- 30.58% |
$5.98M - $6.57M
|
236K
$6.06M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-124K- 3.09% |
$7.15M - $7.86M
|
3.89M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-145K- 2.3% |
$8.36M - $9.2M
|
6.17M
$159M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-148K- 64.67% |
$8.51M - $9.36M
|
80.8K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-176K- 19.69% |
$10.1M - $11.1M
|
717K
$18.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-191K- 92.41% |
$11M - $12.1M
|
15.6K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-216K- 52.22% |
$12.5M - $13.7M
|
198K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-224K- 38.16% |
$12.9M - $14.2M
|
363K
$9.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-263K- 12.66% |
$15.1M - $16.6M
|
1.81M
$46.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-728K- 3.32% |
$41.9M - $46.1M
|
21.2M
$545M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-872K- 64.58% |
$50.2M - $55.2M
|
478K
$12.3M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.25M- 67.69% |
$129M - $142M
|
1.07M
$27.6M
|