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 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.98K- 7.43% |
$238K - $264K
|
49.5K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4K- 22.82% |
$240K - $266K
|
13.5K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.05K- 3.42% |
$243K - $270K
|
115K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.07K- 5.1% |
$244K - $271K
|
75.8K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.17K- 23.89% |
$250K - $278K
|
13.3K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.29K- 3.7% |
$257K - $285K
|
112K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.39K- 19.28% |
$263K - $292K
|
18.4K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.44K- 34.34% |
$266K - $295K
|
8.49K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.51K- 2.32% |
$270K - $300K
|
190K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.64K- 21.41% |
$278K - $309K
|
17K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.67K- 6.61% |
$280K - $310K
|
65.9K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.7K- 15.34% |
$282K - $313K
|
25.9K
$603K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.75K- 1.43% |
$285K - $316K
|
328K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.82K- 57.71% |
$289K - $321K
|
3.53K
$82.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.91K- 10.13% |
$294K - $327K
|
43.6K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 4.29% |
$297K - $330K
|
111K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.05K- 3.17% |
$302K - $336K
|
154K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.09K- 2.46% |
$305K - $338K
|
202K
$4.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.1K- 4.42% |
$306K - $339K
|
110K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.16K- 1.29% |
$309K - $343K
|
395K
$9.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.22K- 12.19% |
$313K - $347K
|
37.6K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.39K- 38.07% |
$323K - $359K
|
8.77K
$204K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.42K- 2.1% |
$325K - $361K
|
253K
$5.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.49K- 2.16% |
$329K - $365K
|
249K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 27.54% |
$341K - $379K
|
15K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.81K- 2.51% |
$348K - $386K
|
225K
$5.24M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.89K- 10.4% |
$353K - $392K
|
50.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.02K- 1.91% |
$361K - $400K
|
309K
$7.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-6.34K- 45.6% |
$380K - $422K
|
7.57K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.38K- 3.11% |
$383K - $425K
|
199K
$4.63M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6.42K- 14.56% |
$385K - $427K
|
37.7K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.59K- 59.2% |
$395K - $438K
|
4.54K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 1.26% |
$436K - $484K
|
570K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.31K- 40.18% |
$438K - $486K
|
10.9K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.34K- 5.4% |
$440K - $488K
|
129K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.59K- 3.21% |
$515K - $571K
|
259K
$6.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.74K- 1.81% |
$524K - $581K
|
474K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.1K- 4.62% |
$546K - $606K
|
188K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.31K- 1.68% |
$558K - $619K
|
546K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.59K- 4.1% |
$574K - $638K
|
224K
$5.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.71K- 2.48% |
$582K - $646K
|
383K
$8.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 4.24% |
$597K - $662K
|
225K
$5.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10K- 1.06% |
$600K - $666K
|
931K
$21.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 22.66% |
$604K - $670K
|
34.4K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.63% |
$610K - $677K
|
70.4K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 1.02% |
$629K - $699K
|
1.02M
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 0.85% |
$631K - $701K
|
1.23M
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10.9K- 20.19% |
$651K - $722K
|
42.9K
$998K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 27.88% |
$685K - $760K
|
29.6K
$687K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11.5K- 0.82% |
$691K - $767K
|
1.39M
$32.3M
|