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 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 0.8% |
$1.74K - $1.93K
|
3.64K
$80.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28New |
$1.68K - $1.86K
|
28
$619
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.56% |
$1.56K - $1.73K
|
4.66K
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 0.65% |
$1.5K - $1.66K
|
3.89K
$86K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.64% |
$1.5K - $1.66K
|
3.95K
$87.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 2.82% |
$1.44K - $1.6K
|
874
$19.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.6K
|
3.28K
$72.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.37% |
$1.44K - $1.6K
|
6.6K
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$1.38K - $1.53K
|
5.02K
$111K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$1.32K - $1.46K
|
4.34K
$96K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 0.23% |
$1.26K - $1.4K
|
9K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20+ 0.1% |
$1.2K - $1.33K
|
19.6K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.09% |
$1.14K - $1.26K
|
20K
$443K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$1.08K - $1.2K
|
31.6K
$700K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.02K - $1.13K
|
10.4K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16+ 0.27% |
$959 - $1.06K
|
5.91K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14+ 0.16% |
$839 - $931
|
8.55K
$189K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13+ 0.09% |
$779 - $865
|
14.1K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$779 - $865
|
86
$1.9K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.16% |
$779 - $865
|
8.39K
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.04% |
$599 - $665
|
23.2K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
9+ 0.32% |
$539 - $599
|
2.85K
$62.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.11% |
$479 - $532
|
7.19K
$159K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8+ 0.18% |
$479 - $532
|
4.4K
$97.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.07% |
$479 - $532
|
10.8K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7+ 0.01% |
$420 - $466
|
88.4K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.56% |
$420 - $466
|
1.25K
$27.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.02% |
$420 - $466
|
33.5K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6+ 0.12% |
$360 - $399
|
4.98K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$360 - $399
|
8.99K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$360 - $399
|
846
$18.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.01% |
$300 - $333
|
35.7K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
5New |
$300 - $333
|
5
$111
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.5% |
$240 - $266
|
807
$17.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.08% |
$240 - $266
|
5.25K
$116K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4+ 0.54% |
$240 - $266
|
750
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $200
|
13.7K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.58% |
$180 - $200
|
520
$11.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$120 - $133
|
549
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2+ 0.05% |
$120 - $133
|
4.29K
$94.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.14% |
$120 - $133
|
1.48K
$32.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$120 - $133
|
3.95K
$87.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.01% |
$59.9 - $66.5
|
13.2K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$59.9 - $66.5
|
107
$2.37K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.48% |
$59.9 - $66.5
|
209
$4.62K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$59.9 - $66.5
|
415
$9.18K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.6% |
$59.9 - $66.5
|
167
$3.69K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$59.9 - $66.5
|
26K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.42% |
$59.9 - $66.5
|
237
$5.24K
|