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 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.74K- 1.81% |
$524K - $581K
|
474K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.1K- 4.62% |
$546K - $606K
|
188K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.31K- 1.68% |
$558K - $619K
|
546K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.59K- 4.1% |
$574K - $638K
|
224K
$5.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.71K- 2.48% |
$582K - $646K
|
383K
$8.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 4.24% |
$597K - $662K
|
225K
$5.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10K- 1.06% |
$600K - $666K
|
931K
$21.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 22.66% |
$604K - $670K
|
34.4K
$791K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.63% |
$610K - $677K
|
70.4K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 1.02% |
$629K - $699K
|
1.02M
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 0.85% |
$631K - $701K
|
1.23M
$28.3M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10.9K- 20.19% |
$651K - $722K
|
42.9K
$987K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 27.88% |
$685K - $760K
|
29.6K
$680K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11.5K- 0.82% |
$691K - $767K
|
1.39M
$31.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.1K- 3.43% |
$725K - $805K
|
341K
$7.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.1K- 35.53% |
$785K - $872K
|
23.8K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.2K- 4.44% |
$789K - $876K
|
283K
$6.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.3K- 1.23% |
$799K - $887K
|
1.07M
$24.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.8K- 82.04% |
$828K - $919K
|
3.02K
$69.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-14.4K- 1.9% |
$860K - $955K
|
741K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.7K- 1.43% |
$878K - $975K
|
1.01M
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15K- 0.74% |
$901K - $1M
|
2.03M
$46.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.2K- 0.68% |
$913K - $1.01M
|
2.22M
$51.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 4.74% |
$936K - $1.04M
|
314K
$7.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.1K- 22.98% |
$965K - $1.07M
|
54K
$1.24M
|
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-16.2K- 66.67% |
$970K - $1.08M
|
8.09K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.9K- 10.29% |
$1.07M - $1.19M
|
156K
$3.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-19.2K- 5.61% |
$1.15M - $1.28M
|
323K
$7.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20.6K- 33.88% |
$1.23M - $1.37M
|
40.2K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-21.1K- 15.91% |
$1.27M - $1.41M
|
112K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 1.99% |
$1.28M - $1.42M
|
1.05M
$24.2M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 1.99% |
$1.28M - $1.42M
|
1.05M
$24.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.4K- 2.77% |
$1.28M - $1.42M
|
753K
$17.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-21.9K- 1.21% |
$1.31M - $1.45M
|
1.79M
$41.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.5K- 5.66% |
$1.35M - $1.49M
|
375K
$8.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.3K- 15.43% |
$1.4M - $1.55M
|
128K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.3K- 9.89% |
$1.4M - $1.55M
|
212K
$4.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-23.4K- 25.28% |
$1.4M - $1.56M
|
69.3K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.3K- 4.66% |
$1.46M - $1.62M
|
497K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-24.6K- 6.84% |
$1.47M - $1.64M
|
335K
$7.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 72.2% |
$1.58M - $1.75M
|
10.1K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.7K- 9.77% |
$1.72M - $1.91M
|
265K
$6.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-35.7K- 4.58% |
$2.14M - $2.38M
|
745K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40K- 14.16% |
$2.4M - $2.66M
|
242K
$5.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 5.76% |
$2.48M - $2.75M
|
676K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$74.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$402K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.6K- 93.44% |
$3.87M - $4.3M
|
4.54K
$104K
|