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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
177+ 36.12% |
$10.6K - $11.8K
|
667
$14.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
164New |
$9.83K - $10.9K
|
164
$3.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162New |
$9.71K - $10.8K
|
162
$3.58K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
160New |
$9.59K - $10.6K
|
160
$3.54K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
152+ 0.59% |
$9.11K - $10.1K
|
26.1K
$577K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.6% |
$7.79K - $8.65K
|
21.7K
$480K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
124+ 1.27% |
$7.43K - $8.25K
|
9.87K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
122+ 0.91% |
$7.31K - $8.12K
|
13.5K
$298K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112+ 0.64% |
$6.71K - $7.45K
|
17.6K
$388K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 1.65% |
$6.47K - $7.18K
|
6.66K
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.75% |
$6.11K - $6.79K
|
13.8K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.28% |
$6.05K - $6.72K
|
8K
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
97+ 0.63% |
$5.81K - $6.45K
|
15.4K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
94+ 49.21% |
$5.63K - $6.25K
|
285
$6.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$11.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$1.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
86+ 0.52% |
$5.15K - $5.72K
|
16.5K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
79+ 0.48% |
$4.73K - $5.26K
|
16.6K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 0.25% |
$4.61K - $5.12K
|
30.4K
$672K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 3.12% |
$4.49K - $4.99K
|
2.48K
$54.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
75+ 0.47% |
$4.49K - $4.99K
|
15.9K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 0.62% |
$4.37K - $4.86K
|
11.8K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
70+ 2.75% |
$4.2K - $4.66K
|
2.62K
$57.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.16% |
$3.84K - $4.26K
|
39.9K
$882K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
63+ 2.83% |
$3.78K - $4.19K
|
2.29K
$50.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$136K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.58% |
$3.48K - $3.86K
|
10.1K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.11% |
$3.18K - $3.53K
|
50.5K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
52+ 0.61% |
$3.12K - $3.46K
|
8.54K
$189K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 1.49% |
$3.06K - $3.39K
|
3.48K
$77K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.91% |
$3.06K - $3.39K
|
5.67K
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.34% |
$3K - $3.33K
|
14.5K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.12% |
$3K - $3.33K
|
40.5K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.61% |
$3K - $3.33K
|
8.3K
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.32% |
$2.76K - $3.06K
|
14.3K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.7K - $2.99K
|
8.04K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.7K - $2.99K
|
11.6K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.59% |
$2.58K - $2.86K
|
7.35K
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$2.34K - $2.59K
|
6.13K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
38+ 0.65% |
$2.28K - $2.53K
|
5.92K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
38+ 0.28% |
$2.28K - $2.53K
|
13.8K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
38+ 0.63% |
$2.28K - $2.53K
|
6.09K
$135K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
37+ 0.09% |
$2.22K - $2.46K
|
42.9K
$948K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.63% |
$2.1K - $2.33K
|
5.59K
$123K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 0.32% |
$1.98K - $2.2K
|
10.3K
$228K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
32+ 0.53% |
$1.92K - $2.13K
|
6.03K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
30+ 0.86% |
$1.8K - $2K
|
3.52K
$77.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 0.63% |
$1.8K - $2K
|
4.76K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$1.8K - $2K
|
5.9K
$130K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
30+ 0.49% |
$1.8K - $2K
|
6.2K
$137K
|