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 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 1.49% |
$3.06K - $3.39K
|
3.48K
$81K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.12% |
$3K - $3.33K
|
40.5K
$943K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.34% |
$3K - $3.33K
|
14.5K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.61% |
$3K - $3.33K
|
8.3K
$193K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.32% |
$2.76K - $3.06K
|
14.3K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.7K - $2.99K
|
11.6K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.59% |
$2.7K - $2.99K
|
7.65K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.7K - $2.99K
|
8.04K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.59% |
$2.58K - $2.86K
|
7.35K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41New |
$2.46K - $2.73K
|
41
$954
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 0.14% |
$2.4K - $2.66K
|
28.2K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$2.34K - $2.59K
|
6.13K
$142K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
38+ 0.63% |
$2.28K - $2.53K
|
6.09K
$142K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
38+ 0.65% |
$2.28K - $2.53K
|
5.92K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
38+ 0.28% |
$2.28K - $2.53K
|
13.8K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
37+ 0.09% |
$2.22K - $2.46K
|
42.9K
$997K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.32% |
$2.1K - $2.33K
|
11.1K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.63% |
$2.1K - $2.33K
|
5.59K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
33+ 0.33% |
$1.98K - $2.2K
|
10.1K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 0.32% |
$1.98K - $2.2K
|
10.3K
$240K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
32+ 0.53% |
$1.92K - $2.13K
|
6.03K
$140K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
32+ 0.64% |
$1.92K - $2.13K
|
5.04K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.26% |
$1.86K - $2.06K
|
11.9K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 0.63% |
$1.8K - $2K
|
4.76K
$111K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
30+ 0.49% |
$1.8K - $2K
|
6.2K
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$1.8K - $2K
|
5.9K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
30+ 0.86% |
$1.8K - $2K
|
3.52K
$81.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.05% |
$1.74K - $1.93K
|
61.6K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 0.8% |
$1.74K - $1.93K
|
3.64K
$84.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28New |
$1.68K - $1.86K
|
28
$651
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.03% |
$1.62K - $1.8K
|
77.6K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.56% |
$1.56K - $1.73K
|
4.66K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 0.65% |
$1.5K - $1.66K
|
3.89K
$90.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.64% |
$1.5K - $1.66K
|
3.95K
$91.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.37% |
$1.44K - $1.6K
|
6.6K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 2.82% |
$1.44K - $1.6K
|
874
$20.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.6K
|
3.28K
$76.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.39% |
$1.44K - $1.6K
|
1.75K
$40.7K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$1.38K - $1.53K
|
5.02K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$1.32K - $1.46K
|
4.34K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.63% |
$1.26K - $1.4K
|
3.36K
$78.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.46% |
$1.26K - $1.4K
|
4.62K
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 0.23% |
$1.26K - $1.4K
|
9K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20+ 0.1% |
$1.2K - $1.33K
|
19.6K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.2K - $1.33K
|
4.27K
$99.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.63% |
$1.2K - $1.33K
|
3.19K
$74.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.09% |
$1.14K - $1.26K
|
20K
$466K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$1.08K - $1.2K
|
31.6K
$736K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$218K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.02K - $1.13K
|
10.4K
$241K
|