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 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.75KNew |
$165K - $183K
|
2.75K
$60.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 0.96% |
$159K - $177K
|
280K
$6.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
2.32K+ 0.82% |
$139K - $155K
|
285K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.27K+ 1.78% |
$136K - $151K
|
130K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 0.56% |
$134K - $148K
|
399K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.12K+ 1.33% |
$127K - $141K
|
161K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.07K+ 1.19% |
$124K - $138K
|
176K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03K+ 5.01% |
$122K - $135K
|
42.6K
$941K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2.03K+ 7.03% |
$121K - $135K
|
30.8K
$682K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 5.22% |
$120K - $134K
|
40.5K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 3.44% |
$112K - $124K
|
56K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.86K+ 5.75% |
$111K - $124K
|
34.2K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.67K+ 3.7% |
$100K - $111K
|
46.9K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.65K+ 1.45% |
$99K - $110K
|
116K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.61K+ 6.28% |
$96.3K - $107K
|
27.2K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.93% |
$90.8K - $101K
|
40.1K
$887K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.45K+ 1.63% |
$86.9K - $96.5K
|
90.6K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 1.47% |
$86.6K - $96.1K
|
100K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.4K+ 3.47% |
$83.7K - $92.9K
|
41.6K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.39K+ 30.26% |
$83.4K - $92.5K
|
5.99K
$132K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.38K+ 1.11% |
$82.7K - $91.8K
|
126K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.36K+ 33.81% |
$81.7K - $90.7K
|
5.39K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 5.27% |
$78.1K - $86.7K
|
26.1K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 6.79% |
$74.7K - $83K
|
19.6K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.22K+ 6.73% |
$73.1K - $81.2K
|
19.3K
$428K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.17K+ 16.54% |
$69.8K - $77.5K
|
8.21K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.37% |
$66.3K - $73.6K
|
26.5K
$585K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.08K+ 27.25% |
$64.9K - $72K
|
5.06K
$112K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 33.17% |
$64.1K - $71.1K
|
4.29K
$94.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 5.91% |
$63.1K - $70K
|
18.9K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.05K+ 3.21% |
$62.6K - $69.5K
|
33.6K
$743K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$62.5K - $69.4K
|
1.04K
$23.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.02KNew |
$60.8K - $67.5K
|
1.02K
$22.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 0.61% |
$60.4K - $67.1K
|
165K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
919+ 1.67% |
$55.1K - $61.1K
|
55.9K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
881+ 0.58% |
$52.8K - $58.6K
|
152K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
880+ 7.7% |
$52.7K - $58.5K
|
12.3K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
852+ 11.83% |
$51.1K - $56.7K
|
8.05K
$178K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
827+ 3.19% |
$49.6K - $55K
|
26.7K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
806+ 3.16% |
$48.3K - $53.6K
|
26.3K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
803+ 23.65% |
$48.1K - $53.4K
|
4.2K
$92.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 0.84% |
$42.6K - $47.2K
|
84.8K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
683+ 0.95% |
$40.9K - $45.4K
|
72.3K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
673+ 1.14% |
$40.3K - $44.8K
|
59.7K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
668+ 2.42% |
$40K - $44.4K
|
28.3K
$626K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
663+ 7.78% |
$39.7K - $44.1K
|
9.19K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
623+ 1.91% |
$37.3K - $41.4K
|
33.2K
$735K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
601+ 11.64% |
$36K - $40K
|
5.76K
$127K
|