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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25K+ 7.12% |
$1.44M - $1.58M
|
377K
$8.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
24.3K+ 4.09% |
$1.4M - $1.54M
|
620K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
23.9K+ 42.0% |
$1.38M - $1.51M
|
80.8K
$1.88M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 16.08% |
$1.26M - $1.38M
|
158K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
21.6KNew |
$1.25M - $1.37M
|
21.6K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
21.4K+ 0.99% |
$1.23M - $1.35M
|
2.18M
$50.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.9K+ 70.21% |
$1.2M - $1.32M
|
50.6K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 82.98% |
$1.16M - $1.28M
|
44.5K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 1.63% |
$1.15M - $1.26M
|
1.24M
$28.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
20K+ 20.23% |
$1.15M - $1.26M
|
119K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
19.7K+ 6.58% |
$1.14M - $1.25M
|
319K
$7.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.6KNew |
$1.13M - $1.24M
|
19.6K
$455K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
19.2K+ 5.5% |
$1.11M - $1.22M
|
369K
$8.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
19K+ 1.91% |
$1.09M - $1.2M
|
1.01M
$23.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
18.9K+ 18.18% |
$1.09M - $1.19M
|
123K
$2.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
18.4K+ 9.29% |
$1.06M - $1.17M
|
217K
$5.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
18.3K+ 3.29% |
$1.05M - $1.16M
|
575K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18.1K+ 1.73% |
$1.04M - $1.14M
|
1.06M
$24.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
17.5KNew |
$1M - $1.1M
|
17.5K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.6K+ 51.23% |
$956K - $1.05M
|
49K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16.4K+ 0.85% |
$945K - $1.04M
|
1.94M
$45.1M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.9K+ 76.84% |
$917K - $1.01M
|
36.7K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
15.9K+ 4.88% |
$917K - $1.01M
|
342K
$7.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
15.4K+ 13.53% |
$888K - $976K
|
129K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.2K+ 5.46% |
$877K - $965K
|
294K
$6.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 7.91% |
$857K - $942K
|
203K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.9KNew |
$801K - $881K
|
13.9K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.9K+ 5.14% |
$800K - $880K
|
284K
$6.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 2.06% |
$790K - $869K
|
680K
$15.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.7K+ 9.22% |
$789K - $867K
|
162K
$3.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.4K+ 280.9% |
$772K - $849K
|
18.2K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.2KNew |
$761K - $836K
|
13.2K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
13.2KNew |
$761K - $836K
|
13.2K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$722K - $794K
|
12.5K
$292K
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12.3K+ 2.55% |
$709K - $780K
|
496K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 58.99% |
$678K - $746K
|
31.8K
$739K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
11.8K+ 12.78% |
$677K - $745K
|
104K
$2.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.7K+ 3.19% |
$674K - $741K
|
379K
$8.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 100.79% |
$666K - $732K
|
23K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$645K - $709K
|
11.2K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.2KNew |
$643K - $707K
|
11.2K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 18.27% |
$636K - $699K
|
71.5K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11KNew |
$635K - $698K
|
11K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10.8K+ 496.79% |
$623K - $685K
|
13K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 4.05% |
$621K - $683K
|
277K
$6.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 0.8% |
$597K - $657K
|
1.3M
$30.3M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.3KNew |
$591K - $649K
|
10.3K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10K+ 9.63% |
$577K - $635K
|
114K
$2.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.94K+ 3.99% |
$572K - $629K
|
259K
$6.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
9.74K+ 3.64% |
$561K - $616K
|
277K
$6.45M
|