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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
32.1K+ 179.38% |
$707K - $2.15M
|
50K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32K+ 187.7% |
$704K - $2.14M
|
49K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 199.98% |
$704K - $2.14M
|
48K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31.8K+ 112.4% |
$701K - $2.13M
|
60.2K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
31.7K+ 385.29% |
$697K - $2.12M
|
39.9K
$918K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
31.6K+ 89.97% |
$696K - $2.11M
|
66.7K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 201.07% |
$693K - $2.1M
|
47.2K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
31.5K+ 198.0% |
$693K - $2.1M
|
47.4K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
31.4K+ 187.56% |
$692K - $2.1M
|
48.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31.4K+ 202.32% |
$691K - $2.1M
|
46.9K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31.3K+ 199.14% |
$689K - $2.09M
|
47K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
31K+ 201.05% |
$681K - $2.07M
|
46.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30.9K+ 187.64% |
$680K - $2.07M
|
47.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
30.8K+ 144.8% |
$678K - $2.06M
|
52.1K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
30.5K+ 168.81% |
$672K - $2.04M
|
48.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
30.4KNew |
$669K - $2.03M
|
30.4K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30K+ 205.67% |
$661K - $2.01M
|
44.6K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30K+ 271.39% |
$661K - $2.01M
|
41.1K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
30KNew |
$660K - $2M
|
30K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 199.99% |
$659K - $2M
|
44.9K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29.9K+ 230.24% |
$659K - $2M
|
42.9K
$987K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9K+ 200.0% |
$657K - $2M
|
44.8K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
29.8K+ 191.96% |
$656K - $1.99M
|
45.3K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.7K+ 203.25% |
$654K - $1.99M
|
44.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
29.5K+ 345.24% |
$649K - $1.97M
|
38K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
29.4K+ 636.67% |
$648K - $1.97M
|
34K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
29.1K+ 200.0% |
$640K - $1.94M
|
43.6K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$640K - $1.94M
|
29.1K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
29K+ 185.72% |
$639K - $1.94M
|
44.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.9K+ 201.97% |
$636K - $1.93M
|
43.2K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
28.8K+ 200.06% |
$635K - $1.93M
|
43.2K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
28.3K+ 200.58% |
$622K - $1.89M
|
42.3K
$974K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.2K+ 216.7% |
$621K - $1.89M
|
41.3K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
28.2KNew |
$621K - $1.88M
|
28.2K
$648K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
27.8K+ 196.63% |
$612K - $1.86M
|
41.9K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
27.8K+ 259.57% |
$612K - $1.86M
|
38.5K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
27.7K+ 194.11% |
$610K - $1.85M
|
42K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
27.7K+ 152.56% |
$610K - $1.85M
|
45.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.7K+ 201.24% |
$609K - $1.85M
|
41.5K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27.7K+ 200.33% |
$609K - $1.85M
|
41.5K
$954K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27.6K+ 609.24% |
$608K - $1.85M
|
32.2K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
27.6K+ 234.87% |
$607K - $1.84M
|
39.3K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27.3K+ 648.47% |
$602K - $1.83M
|
31.5K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
27.1K+ 215.62% |
$597K - $1.81M
|
39.7K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27.1K+ 358.49% |
$597K - $1.81M
|
34.7K
$798K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$933K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27K+ 200.57% |
$595K - $1.81M
|
40.5K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27K+ 183.46% |
$593K - $1.8M
|
41.6K
$958K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.8K+ 199.96% |
$589K - $1.79M
|
40.2K
$924K
|