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
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$57.6 - $63.3
|
3.46K
$80.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.03% |
$57.6 - $63.3
|
3.74K
$86.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$57.6 - $63.3
|
4.19K
$97.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.01% |
$57.6 - $63.3
|
14.2K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.5% |
$57.6 - $63.3
|
41
$954
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1- -0.0% |
$57.6 - $63.3
|
21.6K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1- 0.03% |
$57.6 - $63.3
|
3.31K
$77K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$57.6 - $63.3
|
7.24K
$168K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$57.6 - $63.3
|
17K
$395K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.01% |
$57.6 - $63.3
|
11.7K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$115 - $127
|
9.35K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3- -0.0% |
$173 - $190
|
133K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3- 0.05% |
$173 - $190
|
6.58K
$153K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-4- 0.03% |
$230 - $253
|
15.2K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-4- 0.01% |
$230 - $253
|
57.5K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9- 0.27% |
$518 - $570
|
3.3K
$76.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.2% |
$576 - $633
|
5.1K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-15- 0.01% |
$864 - $950
|
259K
$6.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-17- 0.12% |
$979 - $1.08K
|
14.1K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-17- 0.97% |
$979 - $1.08K
|
1.73K
$40.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20- 0.06% |
$1.15K - $1.27K
|
31.6K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 5.02% |
$1.21K - $1.33K
|
397
$9.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-21- 0.22% |
$1.21K - $1.33K
|
9.42K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-26- 0.44% |
$1.5K - $1.65K
|
5.89K
$137K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 30.53% |
$1.67K - $1.84K
|
66
$1.54K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-30- 7.19% |
$1.73K - $1.9K
|
387
$9K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 3.59% |
$1.73K - $1.9K
|
806
$18.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 0.45% |
$1.73K - $1.9K
|
6.62K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.39% |
$1.84K - $2.03K
|
8.21K
$191K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.23% |
$1.84K - $2.03K
|
13.7K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-32- 0.05% |
$1.84K - $2.03K
|
61.4K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-36- 0.15% |
$2.07K - $2.28K
|
24.7K
$576K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-39- 0.2% |
$2.25K - $2.47K
|
19.2K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-40- 0.86% |
$2.3K - $2.53K
|
4.6K
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-41- 0.21% |
$2.36K - $2.6K
|
19.1K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-44- 1.08% |
$2.53K - $2.79K
|
4.03K
$93.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-46- 0.15% |
$2.65K - $2.91K
|
30.6K
$713K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48- 0.59% |
$2.76K - $3.04K
|
8.12K
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-49- 0.2% |
$2.82K - $3.1K
|
24.4K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-51- 0.39% |
$2.94K - $3.23K
|
12.9K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-51- 0.14% |
$2.94K - $3.23K
|
35.8K
$833K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-60- 0.88% |
$3.45K - $3.8K
|
6.79K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-61- 0.31% |
$3.51K - $3.86K
|
19.8K
$459K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-64- 0.85% |
$3.68K - $4.05K
|
7.5K
$174K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.8% |
$3.68K - $4.05K
|
7.9K
$184K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-66- 0.81% |
$3.8K - $4.18K
|
8.05K
$187K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-67- 0.07% |
$3.86K - $4.24K
|
94.3K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-71- 1.33% |
$4.09K - $4.49K
|
5.28K
$123K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-72- 0.91% |
$4.15K - $4.56K
|
7.82K
$182K
|