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 14, 2024 Q2 2024
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
393
+ 2.28%
$22.6K - $24.9K
17.7K $411K
Aug 01, 2024 Q2 2024
Carret Asset Management, LLC

BUY
 -
388
+ 1.02%
$22.3K - $24.6K
38.6K $898K
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
364
New
$21K - $23K
364 $8.47K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
359
+ 2.16%
$20.7K - $22.7K
17K $394K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
358
+ 22.72%
$20.6K - $22.7K
1.93K $45K
Aug 13, 2024 Q2 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
353
+ 1.1%
$20.3K - $22.3K
32.5K $756K
Aug 13, 2024 Q2 2024
B&D White Capital Company, LLC

BUY
 -
351
+ 1.77%
$20.2K - $22.2K
20.2K $470K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
350
+ 1.96%
$20.1K - $22.2K
18.2K $424K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
341
+ 0.71%
$19.6K - $21.6K
48.2K $1.12M
Jul 29, 2024 Q2 2024
Wealthstream Advisors, Inc.

BUY
 -
339
+ 2.96%
$19.5K - $21.5K
11.8K $274K
Aug 13, 2024 Q2 2024
Connecticut Wealth Management, LLC

BUY
 -
313
+ 7.03%
$18K - $19.8K
4.77K $111K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
296
New
$17K - $18.7K
296 $6.88K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
291
+ 0.48%
$16.8K - $18.4K
61.4K $1.43M
Aug 07, 2024 Q2 2024
Fulton Breakefield Broenniman LLC

BUY
 -
283
+ 6.88%
$16.3K - $17.9K
4.4K $102K
Aug 14, 2024 Q2 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
280
+ 0.34%
$16.1K - $17.7K
83.8K $1.95M
Aug 02, 2024 Q2 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
270
+ 1.16%
$15.5K - $17.1K
23.6K $549K
Aug 09, 2024 Q2 2024
Barden Capital Management, Inc.

BUY
 -
264
+ 1.05%
$15.2K - $16.7K
25.4K $590K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
263
+ 0.6%
$15.1K - $16.6K
43.8K $1.02M
Aug 15, 2024 Q2 2024
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
262
+ 0.43%
$15.1K - $16.6K
61.6K $1.43M
Aug 05, 2024 Q2 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
241
+ 3.18%
$13.9K - $15.3K
7.82K $182K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
227
+ 1.8%
$13.1K - $14.4K
12.8K $298K
Aug 12, 2024 Q2 2024
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
227
+ 2.99%
$13.1K - $14.4K
7.81K $182K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
223
+ 0.04%
$12.8K - $14.1K
511K $11.9M
Jul 23, 2024 Q2 2024
Lincoln Capital Corp

BUY
 -
218
+ 0.6%
$12.6K - $13.8K
36.7K $854K
Aug 12, 2024 Q2 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
205
+ 2.49%
$11.8K - $13K
8.45K $196K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
200
+ 3.63%
$11.5K - $12.7K
5.72K $133K
Jul 15, 2024 Q2 2024
West Financial Advisors, LLC

BUY
 -
200
+ 2.26%
$11.5K - $12.7K
9.05K $211K
Jul 26, 2024 Q2 2024
Evolution Advisers, Inc.

BUY
 -
195
+ 17.2%
$11.2K - $12.3K
1.33K $30.9K
Jul 31, 2024 Q2 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
186
+ 2.04%
$10.7K - $11.8K
9.32K $217K
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
169
New
$9.73K - $10.7K
169 $3.93K
Jul 23, 2024 Q2 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
163
+ 0.27%
$9.38K - $10.3K
59.5K $1.38M
Aug 06, 2024 Q2 2024
Avidian Wealth Solutions, LLC

BUY
 -
158
+ 0.97%
$9.1K - $10K
16.4K $382K
Jul 19, 2024 Q2 2024
Altus Wealth Management, LLC

BUY
 -
158
+ 1.61%
$9.1K - $10K
9.99K $232K
Jul 12, 2024 Q2 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
150
+ 3.56%
$8.64K - $9.5K
4.36K $101K
Jul 08, 2024 Q2 2024
Benchmark Wealth Management, LLC

BUY
 -
138
+ 0.24%
$7.94K - $8.74K
57.8K $1.35M
Jul 17, 2024 Q2 2024
Life Steps Financial, Inc.

BUY
 -
135
+ 3.23%
$7.77K - $8.55K
4.32K $100K
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
133
+ 1.32%
$7.66K - $8.42K
10.2K $238K
Jul 18, 2024 Q2 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
122
+ 1.55%
$7.02K - $7.72K
8K $186K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
118
+ 0.55%
$6.79K - $7.47K
21.6K $502K
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
112
+ 1.95%
$6.45K - $7.09K
5.87K $136K
Aug 02, 2024 Q2 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
100
+ 0.97%
$5.76K - $6.33K
10.4K $242K
Jul 31, 2024 Q2 2024
Cutter & CO Brokerage, Inc.

BUY
 -
100
+ 2.34%
$5.76K - $6.33K
4.37K $102K
Aug 06, 2024 Q2 2024
Rocky Mountain Advisers, LLC

BUY
 -
96
+ 0.08%
$5.53K - $6.08K
124K $2.89M
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
92
+ 0.23%
$5.3K - $5.82K
40K $930K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
88
+ 15.8%
$5.07K - $5.57K
645 $15K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
84
+ 6.99%
$4.84K - $5.32K
1.29K $29.9K
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
83
+ 2.49%
$4.78K - $5.25K
3.42K $79.6K
Jul 17, 2024 Q2 2024
Db Fitzpatrick & Co, Inc

BUY
 -
79
+ 2.86%
$4.55K - $5K
2.84K $66K
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
76
+ 0.09%
$4.38K - $4.81K
81.1K $1.89M

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