Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
5.24K
+ 43.94%
$302K - $332K
17.2K $399K
Jul 25, 2024 Q2 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
5.18K
New
$298K - $328K
5.18K $121K
Aug 07, 2024 Q2 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
5.17K
+ 10.7%
$298K - $327K
53.5K $1.24M
Jul 09, 2024 Q2 2024
Heartwood Wealth Advisors LLC

BUY
 -
5.13K
New
$295K - $325K
5.13K $119K
Jul 24, 2024 Q2 2024
Traynor Capital Management, Inc.

BUY
 -
5.05K
New
$291K - $320K
5.05K $117K
Jul 19, 2024 Q2 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
5.04K
+ 28.99%
$290K - $319K
22.4K $522K
Aug 14, 2024 Q2 2024
Elco Management Co., LLC

New York, NY
BUY
 -
4.9K
+ 33.33%
$282K - $310K
19.6K $456K
Aug 15, 2024 Q2 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
4.8K
New
$276K - $304K
4.8K $112K
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
4.78K
New
$275K - $303K
4.78K $111K
Aug 14, 2024 Q2 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
4.72K
+ 5.31%
$271K - $298K
93.5K $2.18M
Aug 14, 2024 Q2 2024
Gg Group Ventures, LLC

Orlando, FL
BUY
 -
4.57K
New
$263K - $289K
4.57K $106K
Jul 22, 2024 Q2 2024
Peak Financial Management, Inc.

BUY
 -
4.56K
+ 3.46%
$262K - $288K
136K $3.17M
Aug 09, 2024 Q2 2024
Fagan Associates, Inc.

BUY
 -
4.52K
+ 5.78%
$260K - $286K
82.7K $1.92M
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.43K
+ 2.63%
$255K - $280K
173K $4.01M
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
4.27K
+ 20.89%
$246K - $270K
24.7K $574K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
4.23K
+ 19.54%
$244K - $268K
25.9K $603K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
4.22K
+ 59.96%
$243K - $267K
11.3K $262K
Jul 11, 2024 Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
4.2K
+ 0.45%
$242K - $266K
941K $21.9M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.13K
+ 1.21%
$238K - $262K
344K $8.01M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
3.94K
New
$227K - $249K
3.94K $91.6K
Aug 14, 2024 Q2 2024
Marshall Wace, LLP

London, X0
BUY
 -
3.83K
New
$221K - $243K
3.83K $89.2K
Jul 30, 2024 Q2 2024
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
3.83K
New
$220K - $242K
3.83K $89K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.8K
+ 18.22%
$219K - $241K
24.7K $574K
Jul 17, 2024 Q2 2024
Rkl Wealth Management LLC

BUY
 -
3.79K
+ 4.94%
$218K - $240K
80.5K $1.87M
Aug 14, 2024 Q2 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
3.74K
+ 100.0%
$215K - $237K
7.48K $174K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
3.7K
+ 26428.57%
$213K - $234K
3.71K $86.4K
Jul 29, 2024 Q2 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.7K
+ 5.01%
$213K - $234K
77.6K $1.8M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
3.62K
+ 52.11%
$209K - $229K
10.6K $246K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
3.47K
+ 128.85%
$200K - $219K
6.16K $143K
Jul 26, 2024 Q2 2024
Whittier Trust CO

BUY
 -
3.45K
+ 246.89%
$199K - $218K
4.85K $113K
Aug 05, 2024 Q2 2024
Advisor Os, LLC

BUY
 -
3.43K
New
$197K - $217K
3.43K $79.7K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
3.41K
+ 47.93%
$196K - $216K
10.5K $245K
Jul 30, 2024 Q2 2024
James Investment Research Inc

BUY
 -
3.39K
+ 11.62%
$195K - $215K
32.6K $758K
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
3.38K
New
$195K - $214K
3.38K $78.7K
Aug 01, 2024 Q2 2024
Novare Capital Management LLC

BUY
 -
3.34K
+ 6.14%
$192K - $211K
57.7K $1.34M
Aug 13, 2024 Q2 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
3.31K
+ 96.61%
$191K - $210K
6.74K $157K
Jul 15, 2024 Q2 2024
D.B. Root & Company, LLC

BUY
 -
3.3K
+ 2.12%
$190K - $209K
159K $3.7M
Jul 31, 2024 Q2 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
3.25K
New
$187K - $206K
3.25K $75.7K
Jul 30, 2024 Q2 2024
Stone Point Wealth LLC

BUY
 -
3.23K
New
$186K - $205K
3.23K $75.2K
Jul 30, 2024 Q2 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
3.22K
New
$185K - $204K
3.22K $74.9K
Jul 18, 2024 Q2 2024
17 Capital Partners, LLC

BUY
 -
3.22K
New
$185K - $204K
3.22K $74.9K
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.15K
+ 10.55%
$182K - $200K
33K $769K
Aug 12, 2024 Q2 2024
Tradition Wealth Management, LLC

BUY
 -
3.08K
+ 1.16%
$177K - $195K
269K $6.26M
Aug 01, 2024 Q2 2024
Capital Performance Advisors LLP

BUY
 -
3.06K
+ 20.32%
$176K - $194K
18.1K $421K
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
3.06K
+ 20.51%
$176K - $194K
18K $418K
Jul 18, 2024 Q2 2024
Sawgrass Asset Management LLC

BUY
 -
2.93K
+ 5.03%
$169K - $186K
61.2K $1.42M
Aug 08, 2024 Q2 2024
Meritage Portfolio Management

BUY
 -
2.82K
+ 13.9%
$162K - $178K
23.1K $537K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.74K
+ 4.34%
$158K - $174K
66K $1.54M
Aug 09, 2024 Q2 2024
Horan Securities, Inc.

BUY
 -
2.73K
+ 27.21%
$157K - $173K
12.8K $297K

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