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 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 0.99% |
$292K - $324K
|
499K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.75K+ 24.23% |
$285K - $316K
|
24.4K
$566K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.73K+ 0.7% |
$284K - $315K
|
685K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.66KNew |
$279K - $310K
|
4.66K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.45K+ 18.2% |
$267K - $296K
|
28.9K
$672K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.37KNew |
$262K - $291K
|
4.37K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.36KNew |
$261K - $290K
|
4.36K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.32K+ 9.12% |
$259K - $287K
|
51.7K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.28KNew |
$257K - $285K
|
4.28K
$99.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
4.23KNew |
$253K - $281K
|
4.23K
$98.3K
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.22KNew |
$253K - $280K
|
4.22K
$98K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.07K+ 4.53% |
$244K - $271K
|
93.9K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.01KNew |
$240K - $267K
|
4.01K
$93.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4K+ 952.38% |
$240K - $266K
|
4.42K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.91K+ 2.87% |
$234K - $260K
|
140K
$3.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.9K+ 12.03% |
$234K - $259K
|
36.3K
$845K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.89K+ 48.15% |
$233K - $259K
|
12K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.78K+ 2.02% |
$226K - $251K
|
191K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.75K+ 18.37% |
$225K - $249K
|
24.2K
$562K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.63K+ 236.38% |
$217K - $241K
|
5.16K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.58K+ 8.69% |
$214K - $238K
|
44.7K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.49K+ 33.05% |
$209K - $232K
|
14.1K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.34KNew |
$200K - $222K
|
3.34K
$77.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.31K+ 5.73% |
$199K - $220K
|
61.1K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.28KNew |
$197K - $218K
|
3.28K
$76.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$196K - $217K
|
3.27K
$76K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.26K+ 1.95% |
$195K - $217K
|
170K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.19KNew |
$191K - $212K
|
3.19K
$74.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.18KNew |
$191K - $212K
|
3.18K
$74K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.18K+ 18.77% |
$191K - $212K
|
20.1K
$468K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.16K+ 7.22% |
$190K - $210K
|
47K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.12KNew |
$187K - $207K
|
3.12K
$72.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.11KNew |
$186K - $207K
|
3.11K
$72.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.1KNew |
$185K - $206K
|
3.1K
$72K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.08KNew |
$184K - $205K
|
3.08K
$71.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.08KNew |
$184K - $205K
|
3.08K
$71.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$184K - $204K
|
3.07K
$71.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$183K - $204K
|
3.06K
$71.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.05K+ 80.26% |
$183K - $203K
|
6.85K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.05KNew |
$183K - $203K
|
3.05K
$70.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.03KNew |
$181K - $201K
|
3.03K
$70.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.02KNew |
$181K - $201K
|
3.02K
$70.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.02K+ 32.98% |
$181K - $201K
|
12.2K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.01KNew |
$180K - $200K
|
3.01K
$70K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 3.67% |
$176K - $195K
|
82.9K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.87K+ 0.83% |
$172K - $191K
|
347K
$8.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.83K+ 7.13% |
$170K - $188K
|
42.6K
$990K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.78K+ 2.82% |
$166K - $185K
|
101K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.78K+ 12.86% |
$166K - $185K
|
24.4K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.77K+ 3.78% |
$166K - $184K
|
76.1K
$1.77M
|