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 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
10.1KNew |
$604K - $671K
|
10.1K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 7.38% |
$603K - $670K
|
147K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
9.57K+ 41.43% |
$574K - $637K
|
32.7K
$722K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.35K+ 0.48% |
$560K - $622K
|
1.95M
$43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.18K+ 25.75% |
$490K - $544K
|
39.9K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.55K+ 33.66% |
$453K - $502K
|
30K
$663K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.34K+ 2.65% |
$440K - $488K
|
285K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.98K+ 5.69% |
$418K - $464K
|
130K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.83K+ 200.94% |
$409K - $454K
|
10.2K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.79K+ 42.01% |
$407K - $452K
|
23K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.78K+ 200.35% |
$406K - $451K
|
10.2K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.66K+ 6.42% |
$399K - $443K
|
110K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.57KNew |
$394K - $437K
|
6.57K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.54K+ 126.02% |
$392K - $435K
|
11.7K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.36K+ 2.61% |
$381K - $423K
|
250K
$5.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 100.0% |
$357K - $396K
|
11.9K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.77KNew |
$346K - $384K
|
5.77K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.69K+ 1.37% |
$341K - $378K
|
420K
$9.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.68K+ 1.54% |
$340K - $378K
|
375K
$8.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
5.29KNew |
$317K - $352K
|
5.29K
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.04K+ 26.0% |
$302K - $335K
|
24.4K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 0.99% |
$292K - $324K
|
499K
$11M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.73K+ 0.7% |
$284K - $315K
|
685K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.37KNew |
$262K - $291K
|
4.37K
$96.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.36KNew |
$261K - $290K
|
4.36K
$96.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.28KNew |
$257K - $285K
|
4.28K
$94.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.91K+ 2.87% |
$234K - $260K
|
140K
$3.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.9K+ 12.03% |
$234K - $259K
|
36.3K
$803K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.78K+ 2.02% |
$226K - $251K
|
191K
$4.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.63K+ 236.38% |
$217K - $241K
|
5.16K
$114K
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.34KNew |
$200K - $222K
|
3.34K
$73.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.31K+ 5.73% |
$199K - $220K
|
61.1K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.28KNew |
$197K - $218K
|
3.28K
$72.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$196K - $217K
|
3.27K
$72.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.26K+ 1.95% |
$195K - $217K
|
170K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.18KNew |
$191K - $212K
|
3.18K
$70.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.16K+ 7.22% |
$190K - $210K
|
47K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.11KNew |
$186K - $207K
|
3.11K
$68.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.1KNew |
$185K - $206K
|
3.1K
$68.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$184K - $204K
|
3.07K
$67.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$183K - $204K
|
3.06K
$67.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.05K+ 80.26% |
$183K - $203K
|
6.85K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.05KNew |
$183K - $203K
|
3.05K
$67.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.03KNew |
$181K - $201K
|
3.03K
$66.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.02KNew |
$181K - $201K
|
3.02K
$66.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.02K+ 32.98% |
$181K - $201K
|
12.2K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 3.67% |
$176K - $195K
|
82.9K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.83K+ 7.13% |
$170K - $188K
|
42.6K
$941K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.78K+ 2.82% |
$166K - $185K
|
101K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 6.91% |
$166K - $184K
|
42.8K
$946K
|