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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.14% |
$2.4K - $2.66K
|
28.6K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-41- 0.25% |
$2.46K - $2.73K
|
16.5K
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.59% |
$2.76K - $3.06K
|
7.77K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.88% |
$2.76K - $3.06K
|
5.21K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49- 0.39% |
$2.94K - $3.26K
|
12.4K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 1.94% |
$3K - $3.33K
|
2.53K
$58.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.47% |
$3K - $3.33K
|
10.6K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.29% |
$3K - $3.33K
|
17.1K
$394K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 0.63% |
$3K - $3.33K
|
7.93K
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-54- 1.52% |
$3.24K - $3.59K
|
3.49K
$80.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-56- 0.7% |
$3.36K - $3.73K
|
7.94K
$183K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-59- 1.14% |
$3.54K - $3.92K
|
5.13K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 0.83% |
$3.6K - $3.99K
|
7.21K
$166K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-61- 0.36% |
$3.66K - $4.06K
|
17.1K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-63- 0.64% |
$3.78K - $4.19K
|
9.85K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-63- 0.4% |
$3.78K - $4.19K
|
15.6K
$359K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-63- 0.61% |
$3.78K - $4.19K
|
10.3K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-66- 0.29% |
$3.96K - $4.39K
|
22.5K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-66- 0.36% |
$3.96K - $4.39K
|
18.2K
$418K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-67- 1.15% |
$4.02K - $4.46K
|
5.75K
$132K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-72- 0.9% |
$4.31K - $4.79K
|
7.92K
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-76- 0.59% |
$4.55K - $5.06K
|
12.9K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-82- 1.05% |
$4.91K - $5.45K
|
7.74K
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-94- 2.4% |
$5.63K - $6.25K
|
3.82K
$87.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-98- 0.12% |
$5.87K - $6.52K
|
80.6K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-99- 2.84% |
$5.93K - $6.59K
|
3.39K
$77.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-104- 1.21% |
$6.23K - $6.92K
|
8.47K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-117- 0.36% |
$7.01K - $7.78K
|
32.4K
$745K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$81.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$81.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-125- 3.61% |
$7.49K - $8.32K
|
3.33K
$76.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-134- 0.18% |
$8.03K - $8.91K
|
75.7K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-148- 0.19% |
$8.87K - $9.84K
|
77K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-148Closed |
$8.87K - $9.84K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-150- 1.69% |
$8.99K - $9.98K
|
8.73K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-151- 0.79% |
$9.05K - $10K
|
19K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-152- 0.11% |
$9.11K - $10.1K
|
139K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-156- 1.9% |
$9.35K - $10.4K
|
8.05K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-158- 2.02% |
$9.47K - $10.5K
|
7.66K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-165- 1.13% |
$9.89K - $11K
|
14.4K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-170- 1.44% |
$10.2K - $11.3K
|
11.6K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-170- 9.82% |
$10.2K - $11.3K
|
1.56K
$35.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-174- 0.36% |
$10.4K - $11.6K
|
48.8K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-175- 3.63% |
$10.5K - $11.6K
|
4.65K
$107K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-178- 5.3% |
$10.7K - $11.8K
|
3.18K
$73.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-180- 0.31% |
$10.8K - $12K
|
58.1K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 0.15% |
$11.4K - $12.6K
|
129K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-190- 1.83% |
$11.4K - $12.6K
|
10.2K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195- 5.2% |
$11.7K - $13K
|
3.56K
$81.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 3.63% |
$11.7K - $13K
|
5.18K
$119K
|