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
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600+ 1.26% |
$36K - $39.9K
|
48.2K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
597+ 2.42% |
$35.8K - $39.7K
|
25.2K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
589+ 6.25% |
$35.3K - $39.2K
|
10K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
580+ 0.69% |
$34.8K - $38.6K
|
85K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
578+ 16.87% |
$34.6K - $38.4K
|
4K
$88.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
563+ 1.95% |
$33.7K - $37.5K
|
29.5K
$652K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
559+ 0.61% |
$33.5K - $37.2K
|
92.1K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
553+ 1.69% |
$33.1K - $36.8K
|
33.3K
$737K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
501+ 1.26% |
$30K - $33.3K
|
40.2K
$889K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
483+ 0.68% |
$28.9K - $32.1K
|
71.9K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
480+ 1.56% |
$28.8K - $31.9K
|
31.2K
$689K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
407+ 0.57% |
$24.4K - $27.1K
|
72.3K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$8.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
394+ 0.5% |
$23.6K - $26.2K
|
78.7K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
392+ 0.24% |
$23.5K - $26.1K
|
163K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
385+ 1.05% |
$23.1K - $25.6K
|
37.1K
$820K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
375+ 6.5% |
$22.5K - $24.9K
|
6.14K
$136K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
366New |
$21.9K - $24.3K
|
366
$8.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
360+ 2.52% |
$21.6K - $23.9K
|
14.6K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
356+ 81.28% |
$21.3K - $23.7K
|
794
$17.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
351+ 0.11% |
$21K - $23.3K
|
322K
$7.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
342+ 6.88% |
$20.5K - $22.7K
|
5.32K
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
334+ 0.69% |
$20K - $22.2K
|
48.5K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
327+ 3.27% |
$19.6K - $21.8K
|
10.3K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
324New |
$19.4K - $21.6K
|
324
$7.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
323+ 0.4% |
$19.4K - $21.5K
|
81.4K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
321+ 0.53% |
$19.2K - $21.4K
|
61.3K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
318+ 2.26% |
$19.1K - $21.2K
|
14.4K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
312+ 11.32% |
$18.7K - $20.8K
|
3.07K
$67.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
310+ 0.61% |
$18.6K - $20.6K
|
51.3K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
302+ 3.24% |
$18.1K - $20.1K
|
9.63K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
300+ 82.42% |
$18K - $20K
|
664
$14.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
292+ 5.62% |
$17.5K - $19.4K
|
5.49K
$121K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268+ 1.73% |
$16.1K - $17.8K
|
15.7K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
256New |
$15.3K - $17K
|
256
$5.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
252+ 0.42% |
$15.1K - $16.8K
|
59.7K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
252+ 4.76% |
$15.1K - $16.8K
|
5.55K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
252+ 5.77% |
$15.1K - $16.8K
|
4.62K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
243+ 2.61% |
$14.6K - $16.2K
|
9.56K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 2.78% |
$13.7K - $15.2K
|
8.46K
$187K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
211+ 0.32% |
$12.6K - $14K
|
66.4K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
204+ 0.33% |
$12.2K - $13.6K
|
61.6K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
203+ 0.67% |
$12.2K - $13.5K
|
30.7K
$679K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
198+ 1.79% |
$11.9K - $13.2K
|
11.3K
$250K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
195+ 1.48% |
$11.7K - $13K
|
13.4K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 2.44% |
$11.4K - $12.6K
|
7.96K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
189+ 14.22% |
$11.3K - $12.6K
|
1.52K
$33.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
185+ 1.49% |
$11.1K - $12.3K
|
12.6K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
183+ 1.38% |
$11K - $12.2K
|
13.5K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
179+ 2.2% |
$10.7K - $11.9K
|
8.3K
$183K
|