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 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
55.5K+ 219.9% |
$1.22M - $3.71M
|
80.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 79.64% |
$1.22M - $3.7M
|
125K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55.4K+ 186.2% |
$1.22M - $3.7M
|
85.1K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
54.6K+ 200.0% |
$1.2M - $3.65M
|
81.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.6K+ 218.6% |
$1.2M - $3.65M
|
79.6K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
54.5K+ 205.85% |
$1.2M - $3.64M
|
80.9K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.61M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
52.3KNew |
$1.15M - $3.49M
|
52.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
52.1K+ 200.0% |
$1.15M - $3.48M
|
78.2K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52.1K+ 1990.94% |
$1.15M - $3.48M
|
54.7K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
51.9K+ 199.42% |
$1.14M - $3.46M
|
77.9K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
51.5K+ 197.3% |
$1.13M - $3.44M
|
77.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
51.1K+ 195.4% |
$1.13M - $3.42M
|
77.3K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
50.7K+ 197.34% |
$1.12M - $3.39M
|
76.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.7K+ 181.67% |
$1.09M - $3.32M
|
77K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
49.4K+ 152.68% |
$1.09M - $3.3M
|
81.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.4K+ 187.1% |
$1.09M - $3.3M
|
75.8K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
49.3K+ 200.0% |
$1.08M - $3.29M
|
73.9K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 189.79% |
$1.08M - $3.29M
|
75.2K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 194.61% |
$1.07M - $3.25M
|
73.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.2K+ 265.37% |
$1.06M - $3.22M
|
66.4K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
48.2K+ 184.99% |
$1.06M - $3.22M
|
74.2K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
48.1KNew |
$1.06M - $3.21M
|
48.1K
$974K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
48K+ 269.28% |
$1.06M - $3.21M
|
65.8K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
47.8KNew |
$1.05M - $3.2M
|
47.8K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
47.4K+ 184.82% |
$1.04M - $3.17M
|
73.1K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
47.1K+ 239.99% |
$1.04M - $3.15M
|
66.7K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
47K+ 197.66% |
$1.03M - $3.14M
|
70.8K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
46.8K+ 200.0% |
$1.03M - $3.13M
|
70.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
46.4K+ 200.1% |
$1.02M - $3.1M
|
69.6K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
46.4K+ 200.11% |
$1.02M - $3.1M
|
69.6K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
46.1KNew |
$1.02M - $3.08M
|
46.1K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46K+ 200.31% |
$1.01M - $3.07M
|
69K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
45.6K+ 198.58% |
$1M - $3.05M
|
68.6K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
45.3K+ 206.22% |
$998K - $3.03M
|
67.3K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
45K+ 200.04% |
$990K - $3M
|
67.4K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
44.5K+ 199.7% |
$980K - $2.98M
|
66.8K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.5KNew |
$980K - $2.97M
|
44.5K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44.4K+ 197.56% |
$976K - $2.96M
|
66.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
44.3KNew |
$974K - $2.96M
|
44.3K
$896K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
43.9KNew |
$966K - $2.93M
|
43.9K
$889K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
43.8K+ 201.77% |
$964K - $2.93M
|
65.5K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
42.8K+ 202.35% |
$943K - $2.86M
|
64K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.8K+ 191.16% |
$942K - $2.86M
|
65.2K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
42.2K+ 195.12% |
$928K - $2.82M
|
63.8K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
41.7K+ 158.6% |
$917K - $2.78M
|
67.9K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5K+ 170.74% |
$914K - $2.78M
|
65.9K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
41.4KNew |
$911K - $2.77M
|
41.4K
$838K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.2K+ 200.0% |
$908K - $2.76M
|
61.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.9K+ 169.52% |
$901K - $2.74M
|
65.1K
$1.32M
|