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 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.71K+ 7.3% |
$156K - $171K
|
39.7K
$924K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.68K+ 0.84% |
$154K - $169K
|
322K
$7.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 1.39% |
$153K - $168K
|
194K
$4.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.64K+ 3.84% |
$152K - $167K
|
71.4K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.58K+ 5.73% |
$149K - $163K
|
47.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.55K+ 0.71% |
$147K - $161K
|
362K
$8.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.51K+ 3.69% |
$145K - $159K
|
70.6K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.41K+ 45.6% |
$139K - $153K
|
7.7K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35K+ 3.22% |
$135K - $149K
|
75.2K
$1.75M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.3K+ 0.31% |
$132K - $146K
|
755K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.25K+ 4.27% |
$130K - $143K
|
55K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.25K+ 0.57% |
$129K - $142K
|
397K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 1.28% |
$126K - $139K
|
174K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.19K+ 3.73% |
$126K - $139K
|
60.9K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.18K+ 19.58% |
$125K - $138K
|
13.3K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.15K+ 988.48% |
$123K - $136K
|
2.36K
$54.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 54.93% |
$122K - $134K
|
5.99K
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.11KNew |
$122K - $134K
|
2.11K
$49.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.1K+ 3.27% |
$121K - $133K
|
66.3K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.07K+ 2.87% |
$119K - $131K
|
74.2K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$119K - $130K
|
2.06K
$47.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.04K+ 2.48% |
$118K - $129K
|
84.4K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.02K+ 3.43% |
$116K - $128K
|
61K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$115K - $126K
|
1.99K
$46.3K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.99K+ 31.11% |
$114K - $126K
|
8.38K
$195K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.99K+ 9.63% |
$114K - $126K
|
22.6K
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.88K+ 1.14% |
$108K - $119K
|
167K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.85K+ 2.77% |
$106K - $117K
|
68.4K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 29.34% |
$105K - $116K
|
8.07K
$188K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.78K+ 21.27% |
$102K - $112K
|
10.1K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 313.98% |
$101K - $111K
|
2.31K
$53.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.73K+ 4.99% |
$99.5K - $109K
|
36.3K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.73K+ 218.18% |
$99.5K - $109K
|
2.52K
$58.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.67K+ 18.76% |
$96.2K - $106K
|
10.6K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
1.62K+ 35.6% |
$93.3K - $103K
|
6.17K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.58K+ 5.56% |
$91K - $100K
|
30K
$697K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.57K+ 4.07% |
$90.6K - $99.6K
|
40.2K
$935K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.56K+ 9.39% |
$89.6K - $98.5K
|
18.1K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.55K+ 1.6% |
$89.3K - $98.2K
|
98.5K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.53KNew |
$88.3K - $97.1K
|
1.53K
$35.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 13.21% |
$86.8K - $95.5K
|
12.9K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.5K+ 881.18% |
$86.2K - $94.8K
|
1.67K
$38.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.48K+ 2.26% |
$85K - $93.4K
|
66.9K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.47K+ 2.26% |
$84.9K - $93.3K
|
66.6K
$1.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.46K+ 0.85% |
$84K - $92.4K
|
174K
$4.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.34K+ 619.91% |
$77.1K - $84.8K
|
1.56K
$36.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.34K+ 13.87% |
$76.9K - $84.6K
|
11K
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.33K+ 109.81% |
$76.7K - $84.3K
|
2.55K
$59.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.31K+ 5.44% |
$75.6K - $83.1K
|
25.5K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 1.82% |
$74.3K - $81.7K
|
72.2K
$1.68M
|