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 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.93KNew |
$219K - $664K
|
9.93K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
9.9K+ 225.47% |
$218K - $661K
|
14.3K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.87K+ 131.05% |
$217K - $659K
|
17.4K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.82K+ 200.0% |
$216K - $656K
|
14.7K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.8K+ 200.0% |
$216K - $655K
|
14.7K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
9.79K+ 200.0% |
$215K - $654K
|
14.7K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.75K+ 200.0% |
$215K - $651K
|
14.6K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
9.69KNew |
$213K - $648K
|
9.69K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
9.69K+ 200.0% |
$213K - $648K
|
14.5K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
9.68K+ 222.95% |
$213K - $647K
|
14K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.64K+ 173.87% |
$212K - $644K
|
15.2K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.57K+ 200.99% |
$211K - $640K
|
14.3K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
9.51KNew |
$209K - $635K
|
9.51K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.49K+ 198.45% |
$209K - $634K
|
14.3K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.43K+ 202.54% |
$207K - $630K
|
14.1K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9.42K+ 16.06% |
$207K - $630K
|
68.1K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.39KNew |
$207K - $628K
|
9.39K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
9.39K+ 200.0% |
$207K - $627K
|
14.1K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.37K+ 201.01% |
$206K - $626K
|
14K
$284K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.35K+ 201.03% |
$206K - $625K
|
14K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.31K+ 200.0% |
$205K - $622K
|
14K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 252.92% |
$203K - $617K
|
12.9K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.13KNew |
$201K - $610K
|
9.13K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.09K+ 177.93% |
$200K - $608K
|
14.2K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.09K+ 200.11% |
$200K - $607K
|
13.6K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
9.06K+ 201.04% |
$199K - $606K
|
13.6K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.05K+ 200.0% |
$199K - $604K
|
13.6K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9.02K+ 211.04% |
$199K - $603K
|
13.3K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.96K+ 200.02% |
$197K - $599K
|
13.4K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.93KNew |
$197K - $597K
|
8.93K
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
8.91K+ 177.28% |
$196K - $595K
|
13.9K
$282K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 200.0% |
$196K - $594K
|
13.3K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
8.86K+ 200.0% |
$195K - $592K
|
13.3K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
8.85KNew |
$195K - $591K
|
8.85K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.84K+ 200.0% |
$195K - $591K
|
13.3K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.82K+ 200.34% |
$194K - $590K
|
13.2K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.81K+ 200.0% |
$194K - $589K
|
13.2K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
8.78K+ 200.0% |
$193K - $587K
|
13.2K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.74K+ 200.44% |
$192K - $584K
|
13.1K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.74K+ 200.0% |
$192K - $584K
|
13.1K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8.73K+ 200.0% |
$192K - $583K
|
13.1K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.71K+ 200.0% |
$192K - $582K
|
13.1K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.69K+ 259.76% |
$191K - $581K
|
12K
$244K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 184.75% |
$190K - $578K
|
13.3K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.56K+ 200.0% |
$188K - $572K
|
12.8K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.55K+ 174.09% |
$188K - $572K
|
13.5K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.53K+ 200.0% |
$188K - $570K
|
12.8K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.53K+ 200.05% |
$188K - $570K
|
12.8K
$259K
|