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 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-175- 3.63% |
$10.5K - $11.6K
|
4.65K
$103K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-178- 5.3% |
$10.7K - $11.8K
|
3.18K
$70.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 0.15% |
$11.4K - $12.6K
|
129K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-190- 1.83% |
$11.4K - $12.6K
|
10.2K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 3.63% |
$11.7K - $13K
|
5.18K
$115K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-200- 1.1% |
$12K - $13.3K
|
17.9K
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-206- 2.07% |
$12.3K - $13.7K
|
9.75K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-226- 0.44% |
$13.5K - $15K
|
51.3K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-243- 0.16% |
$14.6K - $16.2K
|
149K
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-247- 2.73% |
$14.8K - $16.4K
|
8.81K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-262- 1.99% |
$15.7K - $17.4K
|
12.9K
$286K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264- 0.61% |
$15.8K - $17.6K
|
42.9K
$949K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-291- 3.49% |
$17.4K - $19.4K
|
8.05K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-297- 2.36% |
$17.8K - $19.8K
|
12.3K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-298- 0.55% |
$17.9K - $19.8K
|
53.8K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 13.04% |
$18K - $20K
|
2K
$44.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-309- 0.51% |
$18.5K - $20.6K
|
60.8K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-311- 6.78% |
$18.6K - $20.7K
|
4.27K
$94.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 3.24% |
$18.7K - $20.8K
|
9.31K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-313- 5.48% |
$18.8K - $20.8K
|
5.4K
$119K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-322- 34.26% |
$19.3K - $21.4K
|
618
$13.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-330- 8.34% |
$19.8K - $22K
|
3.63K
$80.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-338- 30.67% |
$20.3K - $22.5K
|
764
$16.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-340- 2.83% |
$20.4K - $22.6K
|
11.7K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-342- 4.41% |
$20.5K - $22.7K
|
7.42K
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-359- 1.05% |
$21.5K - $23.9K
|
33.8K
$748K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-363- 0.68% |
$21.8K - $24.1K
|
53K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 0.13% |
$22.6K - $25.1K
|
300K
$6.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-397- 7.48% |
$23.8K - $26.4K
|
4.91K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-404- 5.97% |
$24.2K - $26.9K
|
6.36K
$141K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-442- 5.88% |
$26.5K - $29.4K
|
7.07K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-444- 1.06% |
$26.6K - $29.5K
|
41.4K
$914K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-451- 7.52% |
$27K - $30K
|
5.55K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-458- 2.49% |
$27.4K - $30.5K
|
17.9K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-462- 46.53% |
$27.7K - $30.7K
|
531
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-467- 11.95% |
$28K - $31.1K
|
3.44K
$76.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-495- 19.64% |
$29.7K - $32.9K
|
2.03K
$44.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500- 3.61% |
$30K - $33.3K
|
13.3K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-518- 1.43% |
$31K - $34.5K
|
35.7K
$789K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-525- 4.79% |
$31.5K - $34.9K
|
10.4K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 0.82% |
$32.7K - $36.3K
|
65.6K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-585- 45.53% |
$35.1K - $38.9K
|
700
$15.5K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-620- 1.72% |
$37.2K - $41.2K
|
35.3K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-633- 32.73% |
$37.9K - $42.1K
|
1.3K
$28.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-656- 12.3% |
$39.3K - $43.6K
|
4.68K
$103K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-665- 1.21% |
$39.9K - $44.2K
|
54.1K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-669- 3.93% |
$40.1K - $44.5K
|
16.4K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-674- 1.76% |
$40.4K - $44.8K
|
37.6K
$830K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-681- 13.28% |
$40.8K - $45.3K
|
4.45K
$98.3K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-691- 7.75% |
$41.4K - $46K
|
8.23K
$182K
|