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 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
164New |
$9.83K - $10.9K
|
164
$3.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162New |
$9.71K - $10.8K
|
162
$3.77K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
160New |
$9.59K - $10.6K
|
160
$3.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
159+ 0.81% |
$9.53K - $10.6K
|
19.8K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.42% |
$9.53K - $10.6K
|
6.74K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 70.51% |
$9.17K - $10.2K
|
370
$8.61K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
152+ 0.59% |
$9.11K - $10.1K
|
26.1K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 0.49% |
$8.21K - $9.11K
|
27.9K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
137+ 0.8% |
$8.21K - $9.11K
|
17.2K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
133+ 0.05% |
$7.97K - $8.85K
|
259K
$6.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.6% |
$7.79K - $8.65K
|
21.7K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
126+ 3.82% |
$7.55K - $8.38K
|
3.43K
$79.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
125+ 1.0% |
$7.49K - $8.32K
|
12.7K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
124+ 1.27% |
$7.43K - $8.25K
|
9.87K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
122+ 0.91% |
$7.31K - $8.12K
|
13.5K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 0.18% |
$7.31K - $8.12K
|
69.2K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
116+ 0.66% |
$6.95K - $7.72K
|
17.8K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
115+ 2.12% |
$6.89K - $7.65K
|
5.55K
$129K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112+ 0.64% |
$6.71K - $7.45K
|
17.6K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
111+ 0.03% |
$6.65K - $7.38K
|
364K
$8.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 1.65% |
$6.47K - $7.18K
|
6.66K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
103+ 1.28% |
$6.17K - $6.85K
|
8.16K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102+ 0.62% |
$6.11K - $6.79K
|
16.5K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.75% |
$6.11K - $6.79K
|
13.8K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.28% |
$6.05K - $6.72K
|
8K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
100+ 1.66% |
$5.99K - $6.65K
|
6.12K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
99+ 0.64% |
$5.93K - $6.59K
|
15.7K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
97+ 0.63% |
$5.81K - $6.45K
|
15.4K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
94+ 49.21% |
$5.63K - $6.25K
|
285
$6.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$12.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$2.05K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
86+ 0.52% |
$5.15K - $5.72K
|
16.5K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 0.8% |
$5.09K - $5.65K
|
10.7K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
79+ 0.48% |
$4.73K - $5.26K
|
16.6K
$386K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 0.25% |
$4.61K - $5.12K
|
30.4K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
75+ 0.47% |
$4.49K - $4.99K
|
15.9K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 3.12% |
$4.49K - $4.99K
|
2.48K
$57.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 0.62% |
$4.37K - $4.86K
|
11.8K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
70+ 2.75% |
$4.2K - $4.66K
|
2.62K
$60.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
65+ 0.85% |
$3.9K - $4.32K
|
7.68K
$179K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.16% |
$3.84K - $4.26K
|
39.9K
$927K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
63+ 2.83% |
$3.78K - $4.19K
|
2.29K
$53.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$143K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.58% |
$3.48K - $3.86K
|
10.1K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
57+ 1.32% |
$3.42K - $3.79K
|
4.39K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55+ 0.28% |
$3.3K - $3.66K
|
19.4K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.11% |
$3.18K - $3.53K
|
50.5K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
52+ 0.61% |
$3.12K - $3.46K
|
8.54K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.91% |
$3.06K - $3.39K
|
5.67K
$132K
|