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 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6.42K- 14.56% |
$385K - $427K
|
37.7K
$833K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 1.26% |
$436K - $484K
|
570K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.34K- 5.4% |
$440K - $488K
|
129K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.59K- 3.21% |
$515K - $571K
|
259K
$5.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.74K- 1.81% |
$524K - $581K
|
474K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.1K- 4.62% |
$546K - $606K
|
188K
$4.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.59K- 4.1% |
$574K - $638K
|
224K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.71K- 2.48% |
$582K - $646K
|
383K
$8.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 4.24% |
$597K - $662K
|
225K
$4.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10K- 1.06% |
$600K - $666K
|
931K
$20.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 22.66% |
$604K - $670K
|
34.4K
$760K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.63% |
$610K - $677K
|
70.4K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 27.88% |
$685K - $760K
|
29.6K
$654K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11.5K- 0.82% |
$691K - $767K
|
1.39M
$30.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.1K- 3.43% |
$725K - $805K
|
341K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.2K- 4.44% |
$789K - $876K
|
283K
$6.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.3K- 1.23% |
$799K - $887K
|
1.07M
$23.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-14.4K- 1.9% |
$860K - $955K
|
741K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.2K- 0.68% |
$913K - $1.01M
|
2.22M
$49.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.1K- 22.98% |
$965K - $1.07M
|
54K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-19.2K- 5.61% |
$1.15M - $1.28M
|
323K
$7.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.4K- 2.77% |
$1.28M - $1.42M
|
753K
$16.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-21.9K- 1.21% |
$1.31M - $1.45M
|
1.79M
$39.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.5K- 5.66% |
$1.35M - $1.49M
|
375K
$8.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.3K- 15.43% |
$1.4M - $1.55M
|
128K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-23.4K- 25.28% |
$1.4M - $1.56M
|
69.3K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.3K- 4.66% |
$1.46M - $1.62M
|
497K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 72.2% |
$1.58M - $1.75M
|
10.1K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$71.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.6K- 93.44% |
$3.87M - $4.3M
|
4.54K
$100K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-72.6K- 18.14% |
$4.35M - $4.83M
|
328K
$7.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-109K- 73.47% |
$6.51M - $7.23M
|
39.2K
$867K
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-238K- 10.65% |
$14.3M - $15.9M
|
2M
$44.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.73% |
$96.3M - $107M
|
4.36K
$96.4K
|