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 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
75+ 0.58% |
$4.32K - $4.75K
|
13K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 0.3% |
$4.32K - $4.75K
|
25K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
74+ 1.74% |
$4.26K - $4.68K
|
4.33K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
65+ 0.83% |
$3.74K - $4.11K
|
7.87K
$183K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
65+ 1.16% |
$3.74K - $4.11K
|
5.65K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
64+ 1.87% |
$3.68K - $4.05K
|
3.49K
$81.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
64+ 0.78% |
$3.68K - $4.05K
|
8.29K
$193K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
62+ 0.14% |
$3.57K - $3.92K
|
42.8K
$997K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
61+ 0.26% |
$3.51K - $3.86K
|
23.2K
$539K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
60+ 1.55% |
$3.45K - $3.8K
|
3.93K
$91.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
60+ 0.71% |
$3.45K - $3.8K
|
8.49K
$198K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$3.28K - $3.61K
|
57
$1.33K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
53+ 0.04% |
$3.05K - $3.35K
|
128K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
50+ 0.22% |
$2.88K - $3.17K
|
22.5K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
49+ 0.36% |
$2.82K - $3.1K
|
13.6K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45+ 2.68% |
$2.59K - $2.85K
|
1.73K
$40.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
40+ 0.35% |
$2.3K - $2.53K
|
11.5K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 0.07% |
$2.3K - $2.53K
|
55.2K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
38+ 1.08% |
$2.19K - $2.41K
|
3.55K
$82.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38+ 4.68% |
$2.19K - $2.41K
|
850
$19.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
32+ 0.32% |
$1.84K - $2.03K
|
10K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$1.73K - $1.9K
|
30
$698
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.1% |
$1.67K - $1.84K
|
27.7K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 15.43% |
$1.67K - $1.84K
|
217
$5.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.54% |
$1.38K - $1.52K
|
4.44K
$103K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
22+ 0.08% |
$1.27K - $1.39K
|
28.1K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
21+ 18.58% |
$1.21K - $1.33K
|
134
$3.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20New |
$1.15K - $1.27K
|
20
$465
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
20+ 0.06% |
$1.15K - $1.27K
|
33.2K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.05% |
$1.04K - $1.14K
|
35.7K
$830K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.25% |
$1.04K - $1.14K
|
7.18K
$167K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 0.3% |
$979 - $1.08K
|
5.74K
$134K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
16+ 0.31% |
$921 - $1.01K
|
5.16K
$120K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
15+ 0.09% |
$864 - $950
|
16.5K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
14+ 1.57% |
$806 - $886
|
904
$21K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
14+ 0.34% |
$806 - $886
|
4.14K
$96.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
12+ 0.22% |
$691 - $760
|
5.43K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.28% |
$576 - $633
|
3.54K
$82.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10+ 11.76% |
$576 - $633
|
95
$2.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 0.12% |
$576 - $633
|
8.61K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10+ 0.29% |
$576 - $633
|
3.4K
$79.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$518 - $570
|
8.12K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.28% |
$518 - $570
|
3.17K
$73.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 1.25% |
$288 - $317
|
405
$9.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.13% |
$288 - $317
|
3.91K
$90.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4+ 0.02% |
$230 - $253
|
17.8K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.35% |
$115 - $127
|
568
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.52% |
$115 - $127
|
389
$9.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2+ 0.06% |
$115 - $127
|
3.35K
$77.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.49% |
$115 - $127
|
414
$9.63K
|