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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$62.4K - $69.2K
|
24.1K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.02KNew |
$60.8K - $67.5K
|
1.02K
$23.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 0.61% |
$60.4K - $67.1K
|
165K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
993+ 0.64% |
$59.5K - $66.1K
|
155K
$3.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
991New |
$59.4K - $65.9K
|
991
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
952+ 1.43% |
$57.1K - $63.3K
|
67.6K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
919+ 1.67% |
$55.1K - $61.1K
|
55.9K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
903+ 1.09% |
$54.1K - $60.1K
|
83.5K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
881+ 0.58% |
$52.8K - $58.6K
|
152K
$3.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
880+ 7.7% |
$52.7K - $58.5K
|
12.3K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
852+ 11.83% |
$51.1K - $56.7K
|
8.05K
$187K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
827+ 3.19% |
$49.6K - $55K
|
26.7K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
806+ 3.16% |
$48.3K - $53.6K
|
26.3K
$611K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
803+ 23.65% |
$48.1K - $53.4K
|
4.2K
$97.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
760+ 35.97% |
$45.5K - $50.6K
|
2.87K
$66.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 0.84% |
$42.6K - $47.2K
|
84.8K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
683+ 0.95% |
$40.9K - $45.4K
|
72.3K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
673+ 1.14% |
$40.3K - $44.8K
|
59.7K
$1.39M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
668+ 6.35% |
$40K - $44.4K
|
11.2K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
668+ 2.42% |
$40K - $44.4K
|
28.3K
$659K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
663+ 7.78% |
$39.7K - $44.1K
|
9.19K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
634+ 7.31% |
$38K - $42.2K
|
9.31K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
623+ 1.91% |
$37.3K - $41.4K
|
33.2K
$773K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
601+ 11.64% |
$36K - $40K
|
5.76K
$134K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600+ 1.26% |
$36K - $39.9K
|
48.2K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
597+ 2.42% |
$35.8K - $39.7K
|
25.2K
$587K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
589+ 6.25% |
$35.3K - $39.2K
|
10K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
588+ 1.81% |
$35.2K - $39.1K
|
33.1K
$770K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
580+ 0.69% |
$34.8K - $38.6K
|
85K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
578+ 16.87% |
$34.6K - $38.4K
|
4K
$93.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
575+ 0.61% |
$34.5K - $38.2K
|
94.1K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
563+ 1.95% |
$33.7K - $37.5K
|
29.5K
$686K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
559+ 0.61% |
$33.5K - $37.2K
|
92.1K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
553+ 1.69% |
$33.1K - $36.8K
|
33.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
547+ 0.65% |
$32.8K - $36.4K
|
84.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
533+ 0.49% |
$31.9K - $35.5K
|
110K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
501+ 1.26% |
$30K - $33.3K
|
40.2K
$935K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
483+ 0.68% |
$28.9K - $32.1K
|
71.9K
$1.67M
|
|
|
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
$725K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
470+ 3.67% |
$28.2K - $31.3K
|
13.3K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
460+ 4.5% |
$27.6K - $30.6K
|
10.7K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
451+ 0.48% |
$27K - $30K
|
93.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
425+ 1.51% |
$25.5K - $28.3K
|
28.5K
$663K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
423+ 5.22% |
$25.4K - $28.1K
|
8.53K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
413+ 1.59% |
$24.8K - $27.5K
|
26.4K
$614K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
407+ 0.57% |
$24.4K - $27.1K
|
72.3K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$9.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
394+ 0.5% |
$23.6K - $26.2K
|
78.7K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
392+ 0.24% |
$23.5K - $26.1K
|
163K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
392+ 22.15% |
$23.5K - $26.1K
|
2.16K
$50.3K
|