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
|
Citizens Financial Group Inc
|
BUY
|
- |
26.7K+ 201.02% |
$588K - $1.79M
|
40K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26.7K+ 245.39% |
$588K - $1.78M
|
37.6K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26.4K+ 200.01% |
$582K - $1.77M
|
39.6K
$912K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
26.3K+ 166.06% |
$579K - $1.76M
|
42.2K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3K+ 200.0% |
$579K - $1.76M
|
39.5K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
26K+ 200.0% |
$572K - $1.74M
|
39K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
25.9K+ 127.85% |
$570K - $1.73M
|
46.1K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.8K+ 199.89% |
$569K - $1.73M
|
38.8K
$891K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
25.7K+ 200.0% |
$566K - $1.72M
|
38.6K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25.7K+ 198.4% |
$566K - $1.72M
|
38.7K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$887K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
25.5K+ 346.57% |
$561K - $1.7M
|
32.9K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25.3K+ 176.11% |
$558K - $1.69M
|
39.7K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 209.26% |
$551K - $1.67M
|
37K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
25K+ 344.77% |
$550K - $1.67M
|
32.3K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
24.9K+ 200.42% |
$548K - $1.66M
|
37.3K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24.6K+ 200.02% |
$541K - $1.64M
|
36.9K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.5K+ 197.06% |
$539K - $1.64M
|
36.9K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.3K+ 199.82% |
$535K - $1.62M
|
36.5K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
24.3KNew |
$535K - $1.62M
|
24.3K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3K+ 200.03% |
$534K - $1.62M
|
36.4K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
24.1K+ 198.64% |
$530K - $1.61M
|
36.2K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24K+ 170.36% |
$527K - $1.6M
|
38K
$875K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
23.9K+ 185.02% |
$526K - $1.6M
|
36.8K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23.8K+ 200.23% |
$523K - $1.59M
|
35.6K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
23.7K+ 201.02% |
$522K - $1.59M
|
35.5K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 219.42% |
$521K - $1.58M
|
34.5K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.7K+ 254.16% |
$521K - $1.58M
|
33K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$810K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
23.2K+ 200.28% |
$511K - $1.55M
|
34.8K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 199.98% |
$506K - $1.54M
|
34.5K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23K+ 200.0% |
$506K - $1.54M
|
34.5K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
22.7KNew |
$500K - $1.52M
|
22.7K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
22.7K+ 200.69% |
$499K - $1.52M
|
34K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.6K+ 200.26% |
$497K - $1.51M
|
33.9K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 218.38% |
$496K - $1.51M
|
32.9K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 217.14% |
$493K - $1.5M
|
32.7K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.4K+ 166.14% |
$492K - $1.49M
|
35.8K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22.3K+ 173.68% |
$491K - $1.49M
|
35.2K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
21.8K+ 177.32% |
$480K - $1.46M
|
34.1K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
21.8K+ 216.17% |
$480K - $1.46M
|
31.9K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
21.6K+ 200.46% |
$476K - $1.44M
|
32.4K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.5KNew |
$474K - $1.44M
|
21.5K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.3K+ 205.43% |
$469K - $1.42M
|
31.7K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$467K - $1.42M
|
31.8K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$730K
|