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 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-700- 9.6% |
$42K - $46.6K
|
6.6K
$146K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-709- 3.06% |
$42.5K - $47.2K
|
22.5K
$496K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-716- 1.59% |
$42.9K - $47.6K
|
44.4K
$982K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-743- 7.5% |
$44.5K - $49.4K
|
9.17K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-765- 2.42% |
$45.8K - $50.9K
|
30.8K
$681K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 8.69% |
$46.5K - $51.6K
|
8.15K
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-776- 2.34% |
$46.5K - $51.6K
|
32.4K
$717K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-782- 8.39% |
$46.9K - $52K
|
8.54K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-787- 0.63% |
$47.2K - $52.4K
|
124K
$2.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-793- 2.17% |
$47.5K - $52.8K
|
35.7K
$790K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-804- 1.65% |
$48.2K - $53.5K
|
48K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-808- 73.25% |
$48.4K - $53.7K
|
295
$6.52K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-830- 3.13% |
$49.7K - $55.2K
|
25.7K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-834- 4.34% |
$50K - $55.5K
|
18.4K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-850- 3.79% |
$50.9K - $56.5K
|
21.6K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-859- 15.65% |
$51.5K - $57.1K
|
4.63K
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-864- 1.44% |
$51.8K - $57.5K
|
58.9K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-892- 0.55% |
$53.5K - $59.3K
|
162K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-900- 8.02% |
$53.9K - $59.9K
|
10.3K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-916- 1.05% |
$54.9K - $60.9K
|
86.7K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-952- 20.16% |
$57.1K - $63.3K
|
3.77K
$83.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-954- 3.05% |
$57.2K - $63.5K
|
30.3K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-955- 1.7% |
$57.2K - $63.5K
|
55.1K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-982- 2.73% |
$58.9K - $65.3K
|
35K
$773K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.04K- 1.79% |
$62.3K - $69.2K
|
57.1K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.05K- 0.89% |
$63K - $69.9K
|
118K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.57% |
$63.2K - $70.2K
|
66.1K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.06K- 0.52% |
$63.4K - $70.4K
|
203K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.07K- 1.6% |
$64.3K - $71.4K
|
65.8K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 1.87% |
$64.8K - $71.9K
|
56.6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.1K- 4.64% |
$65.7K - $72.9K
|
22.5K
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.12K- 0.41% |
$66.8K - $74.2K
|
268K
$5.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 4.77% |
$66.9K - $74.2K
|
22.3K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.15K- 6.08% |
$69.2K - $76.8K
|
17.8K
$394K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 3.41% |
$72.4K - $80.4K
|
34.2K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 2.6% |
$74K - $82.1K
|
46.3K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$74K - $82.1K
|
40.7K
$901K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 11.16% |
$74.1K - $82.3K
|
9.85K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.27K- 4.25% |
$76.3K - $84.7K
|
28.7K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 24.48% |
$77.4K - $85.9K
|
3.99K
$88.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.61% |
$77.5K - $86K
|
210K
$4.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 22.28% |
$79.9K - $88.7K
|
4.65K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.42K- 0.55% |
$84.9K - $94.2K
|
256K
$5.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.45K- 8.52% |
$86.6K - $96.1K
|
15.5K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.48K- 4.38% |
$88.9K - $98.7K
|
32.4K
$716K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.52K- 26.02% |
$91K - $101K
|
4.32K
$95.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.55K- 9.79% |
$93K - $103K
|
14.3K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.56K- 5.63% |
$93.6K - $104K
|
26.2K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.59K- 15.62% |
$95.5K - $106K
|
8.61K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.62K- 9.18% |
$96.8K - $107K
|
16K
$353K
|