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 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
12K+ 200.0% |
$264K - $802K
|
18K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12KNew |
$264K - $802K
|
12K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12K+ 195.91% |
$264K - $800K
|
18.1K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 195.1% |
$263K - $797K
|
18.1K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.9K+ 201.05% |
$262K - $796K
|
17.8K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11.9K+ 201.93% |
$262K - $796K
|
17.8K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11.9K+ 186.25% |
$261K - $792K
|
18.2K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.8KNew |
$260K - $788K
|
11.8K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11.8K+ 210.16% |
$259K - $788K
|
17.4K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.8K+ 199.02% |
$259K - $786K
|
17.7K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.7KNew |
$258K - $784K
|
11.7K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.7K+ 202.26% |
$257K - $779K
|
17.4K
$401K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$256K - $779K
|
11.7K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 194.0% |
$256K - $778K
|
17.6K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
11.6K+ 209.77% |
$256K - $778K
|
17.2K
$395K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.6K+ 201.37% |
$255K - $774K
|
17.3K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
11.6KNew |
$255K - $774K
|
11.6K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
11.5K+ 200.0% |
$254K - $772K
|
17.3K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11.5K+ 200.0% |
$253K - $768K
|
17.2K
$396K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.5KNew |
$253K - $768K
|
11.5K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 89.84% |
$250K - $760K
|
24K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.3K+ 200.23% |
$250K - $758K
|
17K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.3K+ 66.25% |
$250K - $758K
|
28.5K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11.3K+ 197.2% |
$249K - $756K
|
17.1K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
11.3K+ 200.0% |
$249K - $755K
|
17K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.3KNew |
$249K - $754K
|
11.3K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.2K+ 257.27% |
$247K - $749K
|
15.6K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11K+ 216.26% |
$243K - $737K
|
16.1K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11K+ 200.0% |
$242K - $734K
|
16.5K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11K+ 200.02% |
$242K - $734K
|
16.5K
$379K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
10.9K+ 193.82% |
$241K - $731K
|
16.6K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 299.06% |
$239K - $725K
|
14.5K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.8K+ 66.22% |
$238K - $724K
|
27.2K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8K+ 200.37% |
$238K - $723K
|
16.2K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.7KNew |
$235K - $714K
|
10.7K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.6K+ 200.0% |
$234K - $711K
|
16K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 254.13% |
$234K - $711K
|
14.8K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 199.98% |
$234K - $710K
|
15.9K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
10.6K+ 200.93% |
$234K - $710K
|
15.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 419.76% |
$234K - $710K
|
13.2K
$303K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 200.0% |
$233K - $708K
|
15.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$232K - $705K
|
15.8K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.6K+ 3197.27% |
$232K - $705K
|
10.9K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 200.15% |
$231K - $702K
|
15.8K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.5K+ 214.88% |
$231K - $702K
|
15.4K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.4K+ 200.14% |
$228K - $693K
|
15.6K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
10.3K+ 196.72% |
$227K - $689K
|
15.6K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.3K+ 185.86% |
$227K - $689K
|
15.9K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.2K+ 200.0% |
$225K - $684K
|
15.4K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 267.53% |
$224K - $680K
|
14K
$322K
|