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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.71K+ 200.0% |
$192K - $582K
|
13.1K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.69K+ 259.76% |
$191K - $581K
|
12K
$277K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 184.75% |
$190K - $578K
|
13.3K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.56K+ 200.0% |
$188K - $572K
|
12.8K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.55K+ 174.09% |
$188K - $572K
|
13.5K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.53K+ 200.0% |
$188K - $570K
|
12.8K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.53K+ 200.05% |
$188K - $570K
|
12.8K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.45K+ 199.95% |
$186K - $565K
|
12.7K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.42K+ 200.0% |
$185K - $563K
|
12.6K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.34K+ 200.0% |
$184K - $557K
|
12.5K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
8.28K+ 200.0% |
$182K - $554K
|
12.4K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.28K+ 200.0% |
$182K - $553K
|
12.4K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.26K+ 199.95% |
$182K - $552K
|
12.4K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.17KNew |
$180K - $546K
|
8.17K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.05K+ 226.89% |
$177K - $538K
|
11.6K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8K+ 186.52% |
$176K - $535K
|
12.3K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 200.1% |
$174K - $528K
|
11.9K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.91K+ 200.0% |
$174K - $528K
|
11.9K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7.87K+ 200.0% |
$173K - $526K
|
11.8K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.82K+ 201.03% |
$172K - $523K
|
11.7K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.81K+ 200.0% |
$172K - $522K
|
11.7K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.65K+ 199.97% |
$168K - $511K
|
11.5K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.61K+ 219.16% |
$167K - $508K
|
11.1K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 221.89% |
$167K - $508K
|
11K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
7.59K+ 103.18% |
$167K - $507K
|
15K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.57K+ 200.0% |
$167K - $506K
|
11.4K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.55K+ 197.08% |
$166K - $504K
|
11.4K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.53K+ 206.52% |
$166K - $503K
|
11.2K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.48K+ 200.0% |
$165K - $500K
|
11.2K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 200.0% |
$165K - $500K
|
11.2K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.46K+ 178.44% |
$164K - $498K
|
11.6K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.39K+ 198.87% |
$163K - $494K
|
11.1K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.32K+ 195.88% |
$161K - $489K
|
11.1K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7.21K+ 206.56% |
$159K - $482K
|
10.7K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.17K+ 154.94% |
$158K - $479K
|
11.8K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
7.14K+ 175.78% |
$157K - $477K
|
11.2K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
7.13K+ 165.31% |
$157K - $477K
|
11.4K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.12K+ 200.0% |
$157K - $476K
|
10.7K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.12K+ 202.19% |
$157K - $476K
|
10.6K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.11K+ 200.0% |
$156K - $475K
|
10.7K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.06K+ 200.0% |
$155K - $472K
|
10.6K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.98K+ 200.23% |
$154K - $467K
|
10.5K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.95K+ 200.0% |
$153K - $465K
|
10.4K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.85K+ 200.0% |
$151K - $458K
|
10.3K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6.83K+ 200.97% |
$150K - $456K
|
10.2K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.81K+ 195.61% |
$150K - $455K
|
10.3K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6.79K+ 200.0% |
$149K - $454K
|
10.2K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.76K+ 201.01% |
$149K - $451K
|
10.1K
$233K
|