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
|
Adviser Investments LLC
|
SELL
|
- |
-1.02K- 2.73% |
$61.1K - $67.9K
|
36.3K
$845K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.04K- 1.79% |
$62.3K - $69.2K
|
57.1K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.05K- 4.82% |
$62.7K - $69.6K
|
20.7K
$480K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.05K- 0.89% |
$63K - $69.9K
|
118K
$2.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.57% |
$63.2K - $70.2K
|
66.1K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.06K- 0.52% |
$63.4K - $70.4K
|
203K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 12.15% |
$63.7K - $70.7K
|
7.69K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.07K- 1.6% |
$64.3K - $71.4K
|
65.8K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 1.87% |
$64.8K - $71.9K
|
56.6K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.1K- 4.64% |
$65.7K - $72.9K
|
22.5K
$524K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.12K- 0.41% |
$66.8K - $74.2K
|
268K
$6.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 4.77% |
$66.9K - $74.2K
|
22.3K
$519K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.13K- 2.61% |
$67.8K - $75.2K
|
42.2K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 5.14% |
$68.1K - $75.6K
|
21K
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.15K- 6.08% |
$69.2K - $76.8K
|
17.8K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.16K- 8.52% |
$69.3K - $76.9K
|
12.4K
$289K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.16K- 1.16% |
$69.4K - $77K
|
98.4K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.17K- 1.57% |
$69.8K - $77.5K
|
73K
$1.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 3.41% |
$72.4K - $80.4K
|
34.2K
$796K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 2.6% |
$74K - $82.1K
|
46.3K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$74K - $82.1K
|
40.7K
$948K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 11.16% |
$74.1K - $82.3K
|
9.85K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.27K- 3.46% |
$76.1K - $84.4K
|
35.4K
$824K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.27K- 4.25% |
$76.3K - $84.7K
|
28.7K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 24.48% |
$77.4K - $85.9K
|
3.99K
$92.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 0.85% |
$77.4K - $85.9K
|
151K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.61% |
$77.5K - $86K
|
210K
$4.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 22.28% |
$79.9K - $88.7K
|
4.65K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.42K- 0.55% |
$84.9K - $94.2K
|
256K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.44K- 1.03% |
$86.5K - $96.1K
|
139K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.45K- 8.52% |
$86.6K - $96.1K
|
15.5K
$361K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.48K- 4.38% |
$88.9K - $98.7K
|
32.4K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.52K- 26.02% |
$91K - $101K
|
4.32K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.54K- 5.59% |
$92.5K - $103K
|
26.1K
$606K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 0.9% |
$92.8K - $103K
|
171K
$3.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.55K- 9.79% |
$93K - $103K
|
14.3K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.56K- 2.36% |
$93.4K - $104K
|
64.4K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.56K- 5.63% |
$93.6K - $104K
|
26.2K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.59K- 2.79% |
$95.1K - $106K
|
55.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.59K- 17.05% |
$95.5K - $106K
|
7.75K
$180K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.59K- 15.62% |
$95.5K - $106K
|
8.61K
$200K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.6K- 0.16% |
$95.6K - $106K
|
965K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.62K- 9.18% |
$96.8K - $107K
|
16K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.68K- 7.88% |
$101K - $112K
|
19.7K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.7K- 6.89% |
$102K - $113K
|
23K
$535K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 1.45% |
$105K - $116K
|
119K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.76K- 1.41% |
$105K - $117K
|
123K
$2.87M
|