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
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
9.45K+ 22.54% |
$544K - $598K
|
51.4K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.26K+ 8.72% |
$533K - $586K
|
116K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.09K+ 1.6% |
$523K - $575K
|
576K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.96K+ 7.58% |
$516K - $567K
|
127K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.93KNew |
$514K - $565K
|
8.93K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.7K+ 4.42% |
$501K - $550K
|
205K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.57KNew |
$493K - $542K
|
8.57K
$199K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.55K+ 2.23% |
$492K - $541K
|
392K
$9.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
8.5K+ 1.16% |
$489K - $538K
|
744K
$17.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.28K+ 5.8% |
$476K - $524K
|
151K
$3.51M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.15KNew |
$469K - $516K
|
8.15K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.06K+ 79.3% |
$464K - $510K
|
18.2K
$424K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
7.96K+ 87.86% |
$458K - $504K
|
17K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.75K+ 177.13% |
$446K - $491K
|
12.1K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7.46K+ 18.19% |
$430K - $472K
|
48.5K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.23KNew |
$416K - $458K
|
7.23K
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.19K+ 1.76% |
$414K - $455K
|
415K
$9.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.06KNew |
$406K - $447K
|
7.06K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
6.9K+ 10.85% |
$397K - $437K
|
70.4K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.88K+ 37.06% |
$396K - $435K
|
25.4K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$395K - $434K
|
6.86K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.77K+ 16.68% |
$390K - $429K
|
47.4K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.69K+ 5.93% |
$385K - $423K
|
119K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.64K+ 1.29% |
$382K - $421K
|
522K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.54K+ 3.63% |
$376K - $414K
|
187K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.49KNew |
$373K - $411K
|
6.49K
$151K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6.44K+ 3.1% |
$371K - $408K
|
214K
$4.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.33K+ 8.21% |
$365K - $401K
|
83.4K
$1.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6.23K+ 5.45% |
$358K - $394K
|
121K
$2.8M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.22K+ 7.5% |
$358K - $394K
|
89.2K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.1K+ 3.55% |
$351K - $386K
|
178K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.09KNew |
$350K - $385K
|
6.09K
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.09KNew |
$350K - $385K
|
6.09K
$142K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
5.91KNew |
$340K - $374K
|
5.91K
$137K
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
BUY
|
- |
5.89K+ 0.26% |
$339K - $373K
|
2.24M
$52.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
5.86K+ 84.18% |
$337K - $371K
|
12.8K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.78K+ 413.75% |
$333K - $366K
|
7.17K
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.63K+ 32.86% |
$324K - $356K
|
22.8K
$529K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.6K+ 4.37% |
$323K - $355K
|
134K
$3.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.6K+ 55.31% |
$323K - $355K
|
15.7K
$366K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
5.57K+ 23.99% |
$321K - $353K
|
28.8K
$670K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.49K+ 3.46% |
$316K - $347K
|
164K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.48KNew |
$316K - $347K
|
5.48K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5.45K+ 3.67% |
$314K - $345K
|
154K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 5.6% |
$312K - $343K
|
102K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.38KNew |
$309K - $340K
|
5.38K
$125K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.32K+ 0.99% |
$307K - $337K
|
545K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.32K+ 12.96% |
$306K - $337K
|
46.4K
$1.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.3KNew |
$305K - $335K
|
5.3K
$123K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.3K+ 1.35% |
$305K - $335K
|
397K
$9.23M
|