Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
71.3K+ 189.13% |
$1.57M - $4.76M
|
109K
$2.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27K+ 200.57% |
$595K - $1.81M
|
40.5K
$930K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 200.0% |
$233K - $708K
|
15.9K
$365K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.35K+ 201.03% |
$206K - $625K
|
14K
$321K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
964+ 200.0% |
$21.2K - $64.4K
|
1.45K
$33.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
710+ 200.0% |
$15.6K - $47.4K
|
1.07K
$24.4K
|