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 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
10.4K+ 1.91% |
$624K - $693K
|
556K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
10.2K+ 8.24% |
$613K - $680K
|
134K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
10.1KNew |
$604K - $671K
|
10.1K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 7.38% |
$603K - $670K
|
147K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
9.79K+ 5.51% |
$587K - $651K
|
187K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.78K+ 109.55% |
$586K - $651K
|
18.7K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.73KNew |
$583K - $647K
|
9.73K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
9.57K+ 41.43% |
$574K - $637K
|
32.7K
$735K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.44K+ 31.54% |
$566K - $628K
|
39.4K
$886K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.35K+ 0.48% |
$560K - $622K
|
1.95M
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.97K+ 119.54% |
$537K - $597K
|
16.5K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8.59KNew |
$515K - $571K
|
8.59K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.41K+ 11.66% |
$504K - $560K
|
80.6K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.41K+ 86.88% |
$504K - $559K
|
18.1K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.35KNew |
$500K - $556K
|
8.35K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.35KNew |
$500K - $556K
|
8.35K
$188K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.18K+ 25.75% |
$490K - $544K
|
39.9K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.77K+ 10.87% |
$466K - $517K
|
79.3K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
7.72K+ 168.82% |
$462K - $513K
|
12.3K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.72K+ 1.0% |
$462K - $513K
|
779K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.6K+ 67.5% |
$456K - $506K
|
18.9K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.55K+ 33.66% |
$453K - $502K
|
30K
$675K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.53KNew |
$451K - $501K
|
7.53K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.48K+ 191.6% |
$448K - $498K
|
11.4K
$256K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.34K+ 2.65% |
$440K - $488K
|
285K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.28KNew |
$436K - $484K
|
7.28K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.98K+ 5.69% |
$418K - $464K
|
130K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.87K+ 19.26% |
$412K - $457K
|
42.5K
$957K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.83K+ 200.94% |
$409K - $454K
|
10.2K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.79K+ 42.01% |
$407K - $452K
|
23K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.78K+ 200.35% |
$406K - $451K
|
10.2K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.67KNew |
$399K - $443K
|
6.67K
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.66K+ 6.42% |
$399K - $443K
|
110K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.57KNew |
$394K - $437K
|
6.57K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.54K+ 126.02% |
$392K - $435K
|
11.7K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.53K+ 3.81% |
$391K - $435K
|
178K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.49K+ 2.28% |
$389K - $432K
|
291K
$6.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.44K+ 35.32% |
$386K - $428K
|
24.7K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.36K+ 2.61% |
$381K - $423K
|
250K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 1.42% |
$380K - $422K
|
452K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26K+ 6.17% |
$375K - $417K
|
108K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 100.0% |
$357K - $396K
|
11.9K
$268K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.88K+ 1.18% |
$352K - $391K
|
502K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.77KNew |
$346K - $384K
|
5.77K
$130K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.69K+ 1.37% |
$341K - $378K
|
420K
$9.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.68K+ 1.54% |
$340K - $378K
|
375K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.3K+ 4.44% |
$318K - $353K
|
125K
$2.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
5.29KNew |
$317K - $352K
|
5.29K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18KNew |
$310K - $344K
|
5.18K
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.04K+ 26.0% |
$302K - $335K
|
24.4K
$549K
|