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 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.39M+ 251.79% |
$30.6M - $92.8M
|
1.94M
$39.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.38M+ 210.3% |
$30.4M - $92.3M
|
2.04M
$41.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34M+ 229.92% |
$29.4M - $89.2M
|
1.92M
$38.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3M+ 215.98% |
$28.7M - $87M
|
1.91M
$38.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.28M+ 217.71% |
$28.2M - $85.7M
|
1.87M
$37.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25M+ 185.14% |
$27.5M - $83.6M
|
1.93M
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25M+ 196.41% |
$27.4M - $83.3M
|
1.88M
$38.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23M+ 225.3% |
$27.1M - $82.2M
|
1.78M
$36M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.21MNew |
$26.7M - $81.1M
|
1.21M
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.18M+ 156.86% |
$26M - $78.9M
|
1.93M
$39.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.13M+ 200.88% |
$25M - $75.8M
|
1.7M
$34.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.12M+ 196.41% |
$24.6M - $74.8M
|
1.69M
$34.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.11M+ 227.82% |
$24.5M - $74.3M
|
1.6M
$32.4M
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1.08MNew |
$23.8M - $72.4M
|
1.08M
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.08M+ 211.99% |
$23.8M - $72.2M
|
1.59M
$32.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.08M+ 269.99% |
$23.7M - $72M
|
1.48M
$29.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.05M+ 201.64% |
$23.2M - $70.4M
|
1.58M
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05M+ 210.42% |
$23M - $69.9M
|
1.54M
$31.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.04M+ 207.99% |
$22.8M - $69.3M
|
1.54M
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.02M+ 203.65% |
$22.5M - $68.4M
|
1.53M
$30.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
996K+ 209.98% |
$21.9M - $66.6M
|
1.47M
$29.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
952KNew |
$21M - $63.6M
|
952K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
940K+ 169.12% |
$20.7M - $62.8M
|
1.5M
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
910K+ 1082.48% |
$20M - $60.8M
|
994K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908K+ 149.97% |
$20M - $60.7M
|
1.51M
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
868K+ 209.28% |
$19.1M - $58M
|
1.28M
$26M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
857K+ 376.25% |
$18.9M - $57.2M
|
1.08M
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
844K+ 1937.02% |
$18.6M - $56.4M
|
888K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
841K+ 212.11% |
$18.5M - $56.2M
|
1.24M
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
829KNew |
$18.2M - $55.4M
|
829K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
810K+ 216.6% |
$17.8M - $54.1M
|
1.18M
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
799K+ 212.65% |
$17.6M - $53.4M
|
1.18M
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
791K+ 188.33% |
$17.4M - $52.9M
|
1.21M
$24.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
783K+ 198.31% |
$17.2M - $52.4M
|
1.18M
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
779K+ 203.7% |
$17.2M - $52.1M
|
1.16M
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
749K+ 266.63% |
$16.5M - $50.1M
|
1.03M
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
741K+ 195.44% |
$16.3M - $49.5M
|
1.12M
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
732K+ 195.53% |
$16.1M - $48.9M
|
1.11M
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
725K+ 194.62% |
$16M - $48.5M
|
1.1M
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
719K+ 199.57% |
$15.8M - $48.1M
|
1.08M
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
713K+ 186.04% |
$15.7M - $47.7M
|
1.1M
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
710K+ 215.21% |
$15.6M - $47.5M
|
1.04M
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
708K+ 195.29% |
$15.6M - $47.3M
|
1.07M
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
706K+ 200.11% |
$15.5M - $47.1M
|
1.06M
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
703K+ 206.33% |
$15.5M - $47M
|
1.04M
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
694K+ 211.87% |
$15.3M - $46.4M
|
1.02M
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$21.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
686K+ 212.97% |
$15.1M - $45.8M
|
1.01M
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678K+ 195.19% |
$14.9M - $45.3M
|
1.03M
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
638K+ 408.72% |
$14M - $42.6M
|
794K
$16.1M
|