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
Sage Financial Group Inc

BUY
 -
1.25K
+ 22.75%
$72.2K - $79.4K
6.77K $157K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.25K
New
$72K - $79.2K
1.25K $29.1K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.24K
+ 2.88%
$71.3K - $78.4K
44.2K $1.03M
Jul 30, 2024 Q2 2024
Trinity Point Wealth, LLC

BUY
 -
1.21K
+ 0.44%
$69.5K - $76.5K
277K $6.44M
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
1.16K
+ 12.69%
$66.7K - $73.3K
10.3K $239K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
1.1K
New
$63.5K - $69.8K
1.1K $25.7K
Jul 31, 2024 Q2 2024
Opus Capital Group, LLC

BUY
 -
1.1K
+ 1.67%
$63.2K - $69.4K
66.9K $1.56M
Jul 12, 2024 Q2 2024
Bond & Devick Financial Network, Inc.

BUY
 -
1.1K
+ 0.82%
$63K - $69.3K
135K $3.14M
Jul 25, 2024 Q2 2024
Sigma Investment Counselors Inc

BUY
 -
1.08K
+ 2.74%
$62.2K - $68.4K
40.5K $942K
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
1.08K
+ 11.98%
$62K - $68.2K
10.1K $234K
Jul 24, 2024 Q2 2024
Planned Solutions, Inc.

BUY
 -
1.07K
+ 3.42%
$61.7K - $67.8K
32.4K $754K
Aug 13, 2024 Q2 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
1.07K
+ 4.57%
$61.5K - $67.7K
24.4K $568K
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
1.04K
New
$59.6K - $65.5K
1.04K $24.1K
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.03K
+ 1.21%
$59.1K - $64.9K
85.7K $1.99M
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
967
+ 13.31%
$55.7K - $61.2K
8.23K $191K
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
889
+ 0.97%
$51.2K - $56.3K
92.7K $2.16M
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
887
+ 6.79%
$51.1K - $56.1K
13.9K $324K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
876
+ 17.91%
$50.4K - $55.5K
5.77K $134K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
800
New
$46.1K - $50.6K
800 $18.6K
Aug 07, 2024 Q2 2024
Madden Advisory Services, Inc.

BUY
 -
794
+ 0.3%
$45.7K - $50.3K
268K $6.23M
Jul 30, 2024 Q2 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
778
+ 4.09%
$44.8K - $49.2K
19.8K $461K
Jul 22, 2024 Q2 2024
Krilogy Financial LLC

BUY
 -
763
+ 1.38%
$43.9K - $48.3K
56.1K $1.3M
Aug 13, 2024 Q2 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
720
+ 15.95%
$41.5K - $45.6K
5.23K $122K
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
702
+ 11.99%
$40.4K - $44.4K
6.56K $152K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
663
+ 7.36%
$38.2K - $42K
9.67K $225K
Aug 05, 2024 Q2 2024
North Star Asset Management Inc

BUY
 -
654
+ 0.07%
$37.7K - $41.4K
967K $22.5M
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
622
+ 1.01%
$35.8K - $39.4K
62.2K $1.45M
Jul 11, 2024 Q2 2024
Cambridge Advisors Inc.

BUY
 -
601
+ 1.28%
$34.6K - $38K
47.5K $1.1M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
596
+ 3.13%
$34.3K - $37.7K
19.6K $456K
Jul 19, 2024 Q2 2024
Zhang Financial LLC

BUY
 -
548
+ 0.36%
$31.5K - $34.7K
153K $3.56M
Aug 13, 2024 Q2 2024
Merriman Wealth Management, LLC

BUY
 -
532
+ 4.17%
$30.6K - $33.7K
13.3K $309K
Jul 16, 2024 Q2 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
521
+ 9.7%
$30K - $33K
5.89K $137K
Jul 12, 2024 Q2 2024
Legacy Private Trust Co.

BUY
 -
519
+ 0.11%
$29.9K - $32.9K
483K $11.2M
Aug 09, 2024 Q2 2024
Black Diamond Financial, LLC

BUY
 -
515
+ 8.92%
$29.6K - $32.6K
6.29K $146K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
501
+ 6.65%
$28.8K - $31.7K
8.04K $187K
Jul 11, 2024 Q2 2024
Cx Institutional

BUY
 -
500
+ 3.63%
$28.8K - $31.7K
14.3K $332K
Jul 22, 2024 Q2 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
500
+ 0.7%
$28.8K - $31.7K
71.7K $1.67M
Jul 19, 2024 Q2 2024
Carnegie Capital Asset Management, LLC

BUY
 -
495
+ 3.9%
$28.5K - $31.3K
13.2K $307K
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
490
+ 1.63%
$28.2K - $31K
30.5K $710K
Jul 10, 2024 Q2 2024
Valeo Financial Advisors, LLC

BUY
 -
489
+ 10.39%
$28.2K - $31K
5.2K $121K
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
486
+ 0.97%
$28K - $30.8K
50.4K $1.17M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
482
New
$27.7K - $30.5K
482 $11.2K
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
469
+ 2.5%
$27K - $29.7K
19.2K $448K
Jul 12, 2024 Q2 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
464
New
$26.7K - $29.4K
464 $10.8K
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
448
+ 2.24%
$25.8K - $28.4K
20.4K $475K
Jul 18, 2024 Q2 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
445
+ 0.7%
$25.6K - $28.2K
64.3K $1.5M
Jul 23, 2024 Q2 2024
Heritage Financial Services, LLC

BUY
 -
442
+ 6.25%
$25.4K - $28K
7.51K $175K
Aug 13, 2024 Q2 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
430
+ 3.93%
$24.8K - $27.2K
11.4K $264K
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
396
+ 3.06%
$22.8K - $25.1K
13.3K $310K

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB