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 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.5K+ 200.32% |
$319K - $968K
|
21.7K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
14.5K+ 200.0% |
$318K - $966K
|
21.7K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.4K+ 200.0% |
$317K - $964K
|
21.6K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 200.28% |
$317K - $962K
|
21.6K
$529K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
14.4KNew |
$317K - $961K
|
14.4K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$316K - $960K
|
14.4K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.3KNew |
$315K - $957K
|
14.3K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 197.47% |
$314K - $954K
|
21.5K
$528K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 2.76% |
$314K - $953K
|
530K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14.2K+ 910.05% |
$313K - $950K
|
15.8K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 91.04% |
$312K - $948K
|
29.8K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 179.61% |
$312K - $946K
|
22.1K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 200.0% |
$312K - $946K
|
21.2K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
14.1K+ 200.0% |
$311K - $945K
|
21.2K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.1K+ 189.89% |
$310K - $941K
|
21.5K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 200.0% |
$310K - $941K
|
21.1K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
14K+ 200.0% |
$308K - $936K
|
21K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 81.74% |
$308K - $934K
|
31.1K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.9KNew |
$307K - $932K
|
13.9K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13.8K+ 207.37% |
$304K - $923K
|
20.5K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.7K+ 200.0% |
$302K - $915K
|
20.6K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13.7K+ 172.13% |
$301K - $913K
|
21.6K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.6K+ 374.28% |
$299K - $909K
|
17.2K
$423K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5K+ 206.58% |
$296K - $899K
|
20K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5K+ 200.31% |
$296K - $899K
|
20.2K
$495K
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
13.4K+ 10.51% |
$295K - $897K
|
141K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.3K+ 200.0% |
$293K - $891K
|
20K
$491K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
13.3KNew |
$293K - $888K
|
13.3K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.2K+ 199.55% |
$291K - $883K
|
19.8K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 282.14% |
$290K - $882K
|
17.9K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2K+ 198.84% |
$290K - $882K
|
19.8K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
13.2K+ 200.0% |
$290K - $881K
|
19.8K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.1KNew |
$289K - $879K
|
13.1K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.1K+ 200.0% |
$289K - $877K
|
19.7K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
13KNew |
$286K - $867K
|
13K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.9K+ 200.17% |
$284K - $862K
|
19.3K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.6KNew |
$278K - $844K
|
12.6K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
12.6K+ 206.92% |
$278K - $843K
|
18.7K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.6K+ 186.8% |
$277K - $841K
|
19.3K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.5K+ 189.96% |
$275K - $836K
|
19.1K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 222.39% |
$275K - $834K
|
18.1K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 199.97% |
$274K - $832K
|
18.7K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.4KNew |
$273K - $829K
|
12.4K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.3K+ 220.93% |
$272K - $824K
|
17.9K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
12.3KNew |
$270K - $820K
|
12.3K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.2K+ 199.02% |
$269K - $817K
|
18.4K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
12.1K+ 201.13% |
$267K - $810K
|
18.2K
$445K
|