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 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-72.6K- 18.14% |
$4.35M - $4.83M
|
328K
$7.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-109K- 73.47% |
$6.51M - $7.23M
|
39.2K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-116K- 2.97% |
$6.93M - $7.69M
|
3.78M
$86.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-116K- 1.87% |
$6.93M - $7.7M
|
6.06M
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-137K- 32.85% |
$8.24M - $9.15M
|
281K
$6.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-178K- 11.67% |
$10.6M - $11.8M
|
1.34M
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-220K- 31.07% |
$13.2M - $14.6M
|
488K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-238K- 10.65% |
$14.3M - $15.9M
|
2M
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346K- 23.25% |
$20.7M - $23M
|
1.14M
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-570K- 2.69% |
$34.2M - $37.9M
|
20.6M
$474M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.61M- 99.73% |
$96.3M - $107M
|
4.36K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.62M- 98.4% |
$277M - $307M
|
75.2K
$1.73M
|