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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.03% |
$59.9 - $66.5
|
3.74K
$82.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.79% |
$59.9 - $66.5
|
127
$2.81K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.44% |
$59.9 - $66.5
|
40
$884
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
12.1K
$268K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-1- 0.02% |
$59.9 - $66.5
|
5.65K
$125K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$2.92K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.12% |
$120 - $133
|
1.67K
$36.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 3.03% |
$300 - $333
|
160
$3.54K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.12% |
$539 - $599
|
7.23K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-11- 0.31% |
$659 - $732
|
3.55K
$78.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14- 0.24% |
$839 - $931
|
5.9K
$130K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-15- 0.1% |
$899 - $998
|
15.6K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-16- 0.23% |
$959 - $1.06K
|
6.9K
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-16- 0.38% |
$959 - $1.06K
|
4.17K
$92.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-18- 0.55% |
$1.08K - $1.2K
|
3.26K
$72K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$1.32K - $1.46K
|
57.5K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.29% |
$1.32K - $1.46K
|
7.44K
$164K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24- 0.28% |
$1.44K - $1.6K
|
8.42K
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-29- 0.35% |
$1.74K - $1.93K
|
8.26K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-32- 0.1% |
$1.92K - $2.13K
|
33.5K
$740K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-33- 0.7% |
$1.98K - $2.2K
|
4.68K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-37- 0.77% |
$2.22K - $2.46K
|
4.75K
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38- 0.06% |
$2.28K - $2.53K
|
61.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-39- 0.23% |
$2.34K - $2.59K
|
16.8K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-39- 0.63% |
$2.34K - $2.59K
|
6.11K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-39- 0.08% |
$2.34K - $2.59K
|
46.8K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-41- 0.25% |
$2.46K - $2.73K
|
16.5K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.59% |
$2.76K - $3.06K
|
7.77K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49- 0.39% |
$2.94K - $3.26K
|
12.4K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-54- 1.52% |
$3.24K - $3.59K
|
3.49K
$77.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-56- 0.7% |
$3.36K - $3.73K
|
7.94K
$176K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-61- 0.36% |
$3.66K - $4.06K
|
17.1K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-63- 0.4% |
$3.78K - $4.19K
|
15.6K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-63- 0.64% |
$3.78K - $4.19K
|
9.85K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-66- 0.29% |
$3.96K - $4.39K
|
22.5K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-72- 0.9% |
$4.31K - $4.79K
|
7.92K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-76- 0.59% |
$4.55K - $5.06K
|
12.9K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-94- 2.4% |
$5.63K - $6.25K
|
3.82K
$84.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-99- 2.84% |
$5.93K - $6.59K
|
3.39K
$74.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-117- 0.36% |
$7.01K - $7.78K
|
32.4K
$717K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$78K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$78K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-125- 3.61% |
$7.49K - $8.32K
|
3.33K
$73.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-148- 0.19% |
$8.87K - $9.84K
|
77K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-148Closed |
$8.87K - $9.84K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-151- 0.79% |
$9.05K - $10K
|
19K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-152- 0.11% |
$9.11K - $10.1K
|
139K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-158- 2.02% |
$9.47K - $10.5K
|
7.66K
$169K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-165- 1.13% |
$9.89K - $11K
|
14.4K
$319K
|