Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
26.9K
+ 63.13%
$1.61M - $1.79M
69.6K $1.62M
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
26.9K
+ 4.67%
$1.61M - $1.79M
603K $14M
Oct 24, 2024 Q3 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
26.7K
+ 234.74%
$1.6M - $1.77M
38K $885K
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
25.6K
+ 2.58%
$1.54M - $1.7M
1.02M $23.7M
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
25K
+ 82.23%
$1.5M - $1.66M
55.5K $1.29M
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
24.6K
+ 4.24%
$1.48M - $1.64M
605K $14.1M
Nov 12, 2024 Q3 2024
Everstar Asset Management, LLC

Mooresville, NC
BUY
 -
24.3K
New
$1.46M - $1.62M
24.3K $566K
Oct 25, 2024 Q3 2024
Sunburst Financial Group, LLC

BUY
 -
24.3K
+ 4.61%
$1.46M - $1.62M
551K $12.8M
Oct 31, 2024 Q3 2024
Bridgewater Advisors Inc.

BUY
 -
24.3K
+ 202.2%
$1.46M - $1.62M
36.3K $845K
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
23.9K
+ 15.71%
$1.43M - $1.59M
176K $4.1M
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
22.4K
New
$1.34M - $1.49M
22.4K $521K
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
21.3K
+ 3.32%
$1.28M - $1.42M
662K $15.4M
Oct 30, 2024 Q3 2024
Socha Financial Group, LLC

Corning, NY
BUY
 -
21K
+ 2.08%
$1.26M - $1.4M
1.03M $24M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
20.9K
+ 12.04%
$1.25M - $1.39M
195K $4.53M
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
20.6K
+ 33.83%
$1.24M - $1.37M
81.5K $1.9M
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
20.6K
+ 5.67%
$1.23M - $1.37M
384K $8.92M
Nov 12, 2024 Q3 2024
Cerity Partners LLC

New York, NY
BUY
 -
20.5K
+ 5.77%
$1.23M - $1.36M
376K $8.74M
Oct 15, 2024 Q3 2024
Wbh Advisory Inc

BUY
 -
19.1K
+ 3.0%
$1.15M - $1.27M
657K $15.3M
Nov 04, 2024 Q3 2024
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
18K
+ 468.91%
$1.08M - $1.19M
21.8K $507K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
17.9K
+ 1.38%
$1.07M - $1.19M
1.32M $30.7M
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
16.9K
+ 33.4%
$1.01M - $1.12M
67.5K $1.57M
Oct 17, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
16.8K
New
$1.01M - $1.12M
16.8K $392K
Nov 12, 2024 Q3 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
15.8K
+ 242.89%
$944K - $1.05M
22.2K $517K
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
15.2K
+ 2.69%
$911K - $1.01M
580K $13.5M
Nov 21, 2024 Q3 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
15K
New
$897K - $996K
15K $348K
Oct 29, 2024 Q3 2024
Pds Planning, Inc

BUY
 -
14.9K
+ 281.86%
$894K - $992K
20.2K $470K
Oct 16, 2024 Q3 2024
Uma Financial Services, Inc.

BUY
 -
14.8K
+ 200.0%
$887K - $985K
22.2K $517K
Nov 06, 2024 Q3 2024
Sawgrass Asset Management LLC

BUY
 -
14.5K
+ 23.78%
$872K - $968K
75.7K $1.76M
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
14.1K
New
$843K - $935K
14.1K $327K
Nov 07, 2024 Q3 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
14K
+ 2.43%
$838K - $931K
589K $13.7M
Oct 09, 2024 Q3 2024
Charles Schwab Trust CO

BUY
 -
13.6K
New
$813K - $903K
13.6K $316K
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
13.3K
+ 8.41%
$795K - $883K
171K $3.98M
Oct 01, 2024 Q3 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
13.2K
+ 6.17%
$792K - $879K
228K $5.29M
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
13K
New
$781K - $867K
13K $303K
Nov 12, 2024 Q3 2024
Fagan Associates, Inc.

BUY
 -
13K
+ 15.71%
$779K - $865K
95.7K $2.23M
Oct 17, 2024 Q3 2024
Family Firm, Inc.

BUY
 -
12.9K
+ 3.16%
$774K - $859K
421K $9.8M
Oct 30, 2024 Q3 2024
Ahl Investment Management, Inc.

BUY
 -
12.7K
+ 15.21%
$760K - $844K
96.1K $2.24M
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
12.3K
+ 228.87%
$737K - $818K
17.7K $411K
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
12.1K
+ 50.36%
$728K - $808K
36.3K $844K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
12.1K
+ 2.36%
$723K - $802K
523K $12.2M
Oct 15, 2024 Q3 2024
Transform Wealth, LLC

BUY
 -
11.1K
+ 5.1%
$662K - $735K
228K $5.3M
Nov 14, 2024 Q3 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
11K
New
$661K - $734K
11K $257K
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
10.8K
+ 4.28%
$646K - $717K
263K $6.11M
Oct 09, 2024 Q3 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
10.7K
+ 16.65%
$642K - $713K
75K $1.75M
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
10.6K
New
$634K - $703K
10.6K $246K
Nov 08, 2024 Q3 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
10.5K
+ 3.3%
$631K - $700K
330K $7.68M
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.5K
+ 17.52%
$627K - $696K
70.2K $1.63M
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
10.4K
+ 1.08%
$625K - $694K
978K $22.7M
Nov 04, 2024 Q3 2024
Buckingham Capital Management, Inc.

BUY
 -
10.4K
+ 1.91%
$624K - $693K
556K $12.9M

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHB