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 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.68K- 7.88% |
$101K - $112K
|
19.7K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.7K- 6.89% |
$102K - $113K
|
23K
$508K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 1.45% |
$105K - $116K
|
119K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.79K- 1.09% |
$107K - $119K
|
162K
$3.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.8K- 29.17% |
$108K - $119K
|
4.36K
$96.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 0.95% |
$111K - $123K
|
192K
$4.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.89K- 4.82% |
$113K - $126K
|
37.3K
$826K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.89K- 7.76% |
$113K - $126K
|
22.5K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.9K- 2.65% |
$114K - $126K
|
69.8K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.05K- 2.43% |
$123K - $136K
|
82.3K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.13K- 13.09% |
$128K - $142K
|
14.1K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.25K- 30.07% |
$135K - $150K
|
5.24K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 6.35% |
$136K - $151K
|
33.5K
$741K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.29K- 2.98% |
$137K - $153K
|
74.8K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.3K- 11.59% |
$138K - $153K
|
17.5K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 0.63% |
$138K - $153K
|
360K
$7.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.31K- 3.59% |
$138K - $153K
|
61.9K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.41K- 1.08% |
$145K - $160K
|
221K
$4.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49K- 45.1% |
$149K - $166K
|
3.03K
$67K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.5K- 5.36% |
$150K - $166K
|
44.1K
$975K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.54K- 1.9% |
$152K - $169K
|
131K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.62K- 3.14% |
$157K - $174K
|
80.8K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 14.34% |
$159K - $176K
|
15.8K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 6.07% |
$161K - $179K
|
41.5K
$918K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.76K- 1.45% |
$165K - $183K
|
187K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.99K- 2.18% |
$179K - $199K
|
134K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.19K- 4.89% |
$191K - $212K
|
62.1K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.34K- 29.78% |
$200K - $222K
|
7.89K
$174K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-3.4K- 3.6% |
$204K - $226K
|
90.9K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.53K- 2.31% |
$211K - $235K
|
149K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.91K- 27.47% |
$235K - $260K
|
10.3K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.98K- 7.43% |
$238K - $264K
|
49.5K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4K- 22.82% |
$240K - $266K
|
13.5K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.17K- 23.89% |
$250K - $278K
|
13.3K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.29K- 3.7% |
$257K - $285K
|
112K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.39K- 19.28% |
$263K - $292K
|
18.4K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.51K- 2.32% |
$270K - $300K
|
190K
$4.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.67K- 6.61% |
$280K - $310K
|
65.9K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.7K- 15.34% |
$282K - $313K
|
25.9K
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.75K- 1.43% |
$285K - $316K
|
328K
$7.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.91K- 10.13% |
$294K - $327K
|
43.6K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 4.29% |
$297K - $330K
|
111K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.05K- 3.17% |
$302K - $336K
|
154K
$3.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.1K- 4.42% |
$306K - $339K
|
110K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.22K- 12.19% |
$313K - $347K
|
37.6K
$832K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.42K- 2.1% |
$325K - $361K
|
253K
$5.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.49K- 2.16% |
$329K - $365K
|
249K
$5.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.81K- 2.51% |
$348K - $386K
|
225K
$4.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-6.34K- 45.6% |
$380K - $422K
|
7.57K
$167K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.38K- 3.11% |
$383K - $425K
|
199K
$4.4M
|