Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
5.04K
+ 26.0%
$302K - $335K
24.4K $494K
Nov 08, 2024 Q3 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
4.91K
+ 11.94%
$294K - $326K
46K $932K
Oct 21, 2024 Q3 2024
Genesee Capital Advisors, LLC

BUY
 -
4.87K
+ 0.99%
$292K - $324K
499K $10.1M
Nov 14, 2024 Q3 2024
Elco Management Co., LLC

New York, NY
BUY
 -
4.75K
+ 24.23%
$285K - $316K
24.4K $493K
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
4.73K
+ 0.7%
$284K - $315K
685K $13.9M
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.66K
New
$279K - $310K
4.66K $94.3K
Feb 04, 2025 Q3 2024
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
4.6K
+ 2.51%
$276K - $306K
188K $3.8M
Nov 12, 2024 Q3 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
4.45K
+ 18.2%
$267K - $296K
28.9K $585K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.37K
New
$262K - $291K
4.37K $88.5K
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.36K
New
$261K - $290K
4.36K $88.2K
Nov 05, 2024 Q3 2024
Valtinson Bruner Financial Planning LLC

BUY
 -
4.28K
New
$257K - $285K
4.28K $86.7K
Nov 07, 2024 Q3 2024
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
4.23K
New
$253K - $281K
4.23K $85.6K
Nov 12, 2024 Q3 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
4.22K
New
$253K - $280K
4.22K $85.4K
Nov 12, 2024 Q3 2024
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
4.07K
+ 4.53%
$244K - $271K
93.9K $1.9M
Nov 14, 2024 Q3 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.01K
New
$240K - $267K
4.01K $81.3K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
4K
+ 952.38%
$240K - $266K
4.42K $89.5K
Oct 15, 2024 Q3 2024
Peak Financial Management, Inc.

BUY
 -
3.91K
+ 2.87%
$234K - $260K
140K $2.84M
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.9K
+ 12.03%
$234K - $259K
36.3K $735K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
3.89K
+ 48.15%
$233K - $259K
12K $242K
Oct 23, 2024 Q3 2024
Valicenti Advisory Services Inc

BUY
 -
3.78K
+ 2.02%
$226K - $251K
191K $3.86M
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
3.75K
+ 18.37%
$225K - $249K
24.2K $489K
Oct 04, 2024 Q3 2024
Ridgewood Investments LLC

BUY
 -
3.63K
+ 236.38%
$217K - $241K
5.16K $104K
Nov 12, 2024 Q3 2024
Lokken Investment Group LLC

BUY
 -
3.58K
+ 8.69%
$214K - $238K
44.7K $906K
Nov 14, 2024 Q3 2024
Ieq Capital, LLC

BUY
 -
3.49K
+ 33.05%
$209K - $232K
14.1K $285K
Oct 09, 2024 Q3 2024
Trevian Wealth Management LLC

BUY
 -
3.34K
New
$200K - $222K
3.34K $67.7K
Oct 18, 2024 Q3 2024
Benchmark Wealth Management, LLC

BUY
 -
3.31K
+ 5.73%
$199K - $220K
61.1K $1.24M
Oct 07, 2024 Q3 2024
Signal Point Asset Management, LLC

BUY
 -
3.28K
New
$197K - $218K
3.28K $66.5K
Oct 07, 2024 Q3 2024
Aprio Wealth Management, LLC

BUY
 -
3.27K
New
$196K - $217K
3.27K $66.1K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
3.26K
+ 1.95%
$195K - $217K
170K $3.44M
Nov 12, 2024 Q3 2024
Kilter Howling LLC

Boulder, CO
BUY
 -
3.19K
New
$191K - $212K
3.19K $64.7K
Oct 31, 2024 Q3 2024
Sterling Financial Planning, Inc.

BUY
 -
3.18K
New
$191K - $212K
3.18K $64.5K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
3.18K
+ 18.77%
$191K - $212K
20.1K $408K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
3.16K
+ 7.22%
$190K - $210K
47K $951K
Nov 14, 2024 Q3 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
3.12K
New
$187K - $207K
3.12K $63.1K
Oct 10, 2024 Q3 2024
Johnson Bixby & Associates, LLC

BUY
 -
3.11K
New
$186K - $207K
3.11K $63K
Oct 15, 2024 Q3 2024
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
3.1K
New
$185K - $206K
3.1K $62.7K
Nov 08, 2024 Q3 2024
Glaxis Capital Management, LLC

Sarasota, FL
BUY
 -
3.08K
New
$184K - $205K
3.08K $62.3K
Nov 08, 2024 Q3 2024
Silver Lake Advisory, LLC

BUY
 -
3.08K
New
$184K - $205K
3.08K $62.3K
Oct 15, 2024 Q3 2024
Hubbell Strickland Wealth Management, LLC

BUY
 -
3.07K
New
$184K - $204K
3.07K $62.1K
Oct 22, 2024 Q3 2024
Jackson Wealth Management, LLC

BUY
 -
3.06K
New
$183K - $204K
3.06K $62K
Oct 16, 2024 Q3 2024
Lex Aurum Advisors, LLC

BUY
 -
3.05K
+ 80.26%
$183K - $203K
6.85K $139K
Oct 15, 2024 Q3 2024
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
3.05K
New
$183K - $203K
3.05K $61.7K
Nov 04, 2024 Q3 2024
Round Rock Advisors, LLC

BUY
 -
3.03K
New
$181K - $201K
3.03K $61.3K
Oct 31, 2024 Q3 2024
Wedgewood Investors Inc

BUY
 -
3.02K
New
$181K - $201K
3.02K $61.2K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.02K
+ 32.98%
$181K - $201K
12.2K $246K
Nov 08, 2024 Q3 2024
Thoroughbred Financial Services, LLC

BUY
 -
3.01K
New
$180K - $200K
3.01K $60.9K
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.94K
+ 3.67%
$176K - $195K
82.9K $1.68M
Nov 08, 2024 Q3 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.87K
+ 0.83%
$172K - $191K
347K $7.03M
Oct 29, 2024 Q3 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.83K
+ 7.13%
$170K - $188K
42.6K $862K

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