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 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.65K+ 202.68% |
$146K - $444K
|
9.93K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.6K+ 214.5% |
$145K - $441K
|
9.67K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.51K+ 124.88% |
$143K - $435K
|
11.7K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.44K+ 201.53% |
$142K - $430K
|
9.63K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6.42K+ 201.06% |
$141K - $429K
|
9.61K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.4K+ 201.07% |
$141K - $428K
|
9.58K
$194K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.4K+ 208.3% |
$141K - $427K
|
9.47K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
6.36K+ 181.2% |
$140K - $425K
|
9.87K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.33K+ 193.1% |
$139K - $423K
|
9.61K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
6.28K+ 164.49% |
$138K - $420K
|
10.1K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.22K+ 201.07% |
$137K - $416K
|
9.32K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.22K+ 199.87% |
$137K - $415K
|
9.33K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.18K+ 201.01% |
$136K - $413K
|
9.26K
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6.17K+ 201.11% |
$136K - $412K
|
9.24K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.15K+ 178.76% |
$135K - $411K
|
9.6K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.13KNew |
$135K - $410K
|
6.13K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.12K+ 199.97% |
$135K - $409K
|
9.18K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.1K+ 199.93% |
$134K - $408K
|
9.15K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
6.09K+ 180.41% |
$134K - $407K
|
9.46K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.07K+ 191.0% |
$134K - $406K
|
9.25K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.07K+ 200.46% |
$134K - $406K
|
9.1K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6.05K+ 200.26% |
$133K - $404K
|
9.07K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.02K+ 200.1% |
$133K - $402K
|
9.03K
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.99K+ 142.64% |
$132K - $400K
|
10.2K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.97K+ 153.73% |
$131K - $399K
|
9.86K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.95K+ 209.1% |
$131K - $398K
|
8.8K
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 50.0% |
$131K - $398K
|
17.9K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.94K+ 193.77% |
$131K - $397K
|
9.01K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.89K+ 204.91% |
$130K - $393K
|
8.76K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 177.38% |
$129K - $393K
|
9.2K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.86K+ 194.84% |
$129K - $391K
|
8.86K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
5.74K+ 196.88% |
$126K - $383K
|
8.65K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.66KNew |
$125K - $378K
|
5.66K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.65K+ 141.75% |
$124K - $378K
|
9.64K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.52K+ 1.53% |
$122K - $369K
|
366K
$7.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.5K+ 200.0% |
$121K - $368K
|
8.25K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 2.32% |
$116K - $352K
|
232K
$4.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$114K - $346K
|
5.18K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.17K+ 67.34% |
$114K - $346K
|
12.9K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.11K+ 200.67% |
$112K - $341K
|
7.65K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
4.9K+ 652.8% |
$108K - $327K
|
5.65K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 3012.5% |
$106K - $322K
|
4.98K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.8KNew |
$106K - $321K
|
4.8K
$97.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.79K+ 202.75% |
$105K - $320K
|
7.15K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 203.25% |
$103K - $314K
|
7.01K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.5K+ 200.0% |
$99K - $301K
|
6.75K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.47K+ 94.16% |
$98.3K - $299K
|
9.21K
$187K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.46K+ 199.73% |
$98.2K - $298K
|
6.69K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
4.38K+ 366.47% |
$96.5K - $293K
|
5.58K
$113K
|