Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
817K+ 195.43% |
$49M - $54.4M
|
1.24M
$27.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
576K+ 196.44% |
$34.5M - $38.3M
|
869K
$19.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
565KNew |
$33.8M - $37.6M
|
565K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
556K+ 6850.69% |
$33.3M - $37M
|
564K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
467K+ 214.29% |
$28M - $31.1M
|
685K
$15.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
365K+ 225.2% |
$21.9M - $24.3M
|
528K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
353KNew |
$21.1M - $23.5M
|
353K
$7.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
320K+ 38.17% |
$19.2M - $21.3M
|
1.16M
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
175K+ 88.28% |
$10.5M - $11.6M
|
373K
$8.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
168K+ 4.59% |
$10.1M - $11.2M
|
3.82M
$84.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
152K+ 201.74% |
$9.09M - $10.1M
|
227K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
146K+ 23.54% |
$8.75M - $9.71M
|
766K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
111K+ 4.04% |
$6.67M - $7.4M
|
2.86M
$63.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88.6K+ 8.33% |
$5.31M - $5.9M
|
1.15M
$25.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
74.7K+ 10.04% |
$4.48M - $4.97M
|
818K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
56.4K+ 2.21% |
$3.38M - $3.75M
|
2.61M
$57.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
48.1KNew |
$2.88M - $3.2M
|
48.1K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45.5K+ 12.95% |
$2.72M - $3.02M
|
396K
$8.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40.7K+ 226.48% |
$2.44M - $2.71M
|
58.7K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
38.8K+ 1.29% |
$2.33M - $2.58M
|
3.06M
$67.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32K+ 25.14% |
$1.91M - $2.13M
|
159K
$3.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
31.4K+ 160.51% |
$1.88M - $2.09M
|
51K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.3K+ 292.99% |
$1.7M - $1.88M
|
38K
$840K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
26.7K+ 234.74% |
$1.6M - $1.77M
|
38K
$841K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
25K+ 82.23% |
$1.5M - $1.66M
|
55.5K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.6K+ 4.24% |
$1.48M - $1.64M
|
605K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
24.3K+ 4.61% |
$1.46M - $1.62M
|
551K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24.3K+ 202.2% |
$1.46M - $1.62M
|
36.3K
$803K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 15.71% |
$1.43M - $1.59M
|
176K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
21K+ 2.08% |
$1.26M - $1.4M
|
1.03M
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 12.04% |
$1.25M - $1.39M
|
195K
$4.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 3.0% |
$1.15M - $1.27M
|
657K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
18K+ 468.91% |
$1.08M - $1.19M
|
21.8K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
17.9K+ 1.38% |
$1.07M - $1.19M
|
1.32M
$29.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.8KNew |
$1.01M - $1.12M
|
16.8K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.2K+ 2.69% |
$911K - $1.01M
|
580K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 281.86% |
$894K - $992K
|
20.2K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.8K+ 200.0% |
$887K - $985K
|
22.2K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.1KNew |
$843K - $935K
|
14.1K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6KNew |
$813K - $903K
|
13.6K
$300K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13.2K+ 6.17% |
$792K - $879K
|
228K
$5.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13KNew |
$781K - $867K
|
13K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12.9K+ 3.16% |
$774K - $859K
|
421K
$9.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.7K+ 15.21% |
$760K - $844K
|
96.1K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
11.1K+ 5.1% |
$662K - $735K
|
228K
$5.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10.7K+ 16.65% |
$642K - $713K
|
75K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10.4K+ 1.91% |
$624K - $693K
|
556K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
10.2K+ 8.24% |
$613K - $680K
|
134K
$2.97M
|