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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 5.76% |
$2.48M - $2.75M
|
676K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$83.4M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$449K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.6K- 93.44% |
$3.87M - $4.3M
|
4.54K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-72.6K- 18.14% |
$4.35M - $4.83M
|
328K
$8.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-109K- 73.47% |
$6.51M - $7.23M
|
39.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-116K- 2.97% |
$6.93M - $7.69M
|
3.78M
$97.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-116K- 1.87% |
$6.93M - $7.7M
|
6.06M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-137K- 32.85% |
$8.24M - $9.15M
|
281K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-178K- 11.67% |
$10.6M - $11.8M
|
1.34M
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-220K- 31.07% |
$13.2M - $14.6M
|
488K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-238K- 10.65% |
$14.3M - $15.9M
|
2M
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346K- 23.25% |
$20.7M - $23M
|
1.14M
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-570K- 2.69% |
$34.2M - $37.9M
|
20.6M
$530M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.73% |
$96.3M - $107M
|
4.36K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.62M- 98.4% |
$277M - $307M
|
75.2K
$1.94M
|