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 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 2.32% |
$116K - $352K
|
232K
$5.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$114K - $346K
|
5.18K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.17K+ 67.34% |
$114K - $346K
|
12.9K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.11K+ 200.67% |
$112K - $341K
|
7.65K
$188K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
4.9K+ 652.8% |
$108K - $327K
|
5.65K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 3012.5% |
$106K - $322K
|
4.98K
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.8KNew |
$106K - $321K
|
4.8K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.79K+ 202.75% |
$105K - $320K
|
7.15K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 203.25% |
$103K - $314K
|
7.01K
$172K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.5K+ 200.0% |
$99K - $301K
|
6.75K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.47K+ 94.16% |
$98.3K - $299K
|
9.21K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.46K+ 199.73% |
$98.2K - $298K
|
6.69K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
4.38K+ 366.47% |
$96.5K - $293K
|
5.58K
$137K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.35K+ 6132.39% |
$95.8K - $291K
|
4.43K
$109K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
4.32K+ 200.0% |
$95.2K - $289K
|
6.49K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.24KNew |
$93.2K - $283K
|
4.24K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.14KNew |
$91.1K - $277K
|
4.14K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
4K+ 200.0% |
$88K - $267K
|
6K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.91K+ 200.0% |
$86K - $261K
|
5.86K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.88K+ 199.95% |
$85.4K - $259K
|
5.82K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$82.2K - $250K
|
5.6K
$137K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.71K+ 31.97% |
$81.6K - $248K
|
15.3K
$375K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 210.92% |
$81.2K - $246K
|
5.44K
$133K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.35K+ 201.14% |
$73.8K - $224K
|
5.02K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.31K+ 218.05% |
$72.9K - $221K
|
4.83K
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.25K+ 200.0% |
$71.6K - $217K
|
4.88K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.25KNew |
$71.6K - $217K
|
3.25K
$79.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.01K+ 121.41% |
$66.2K - $201K
|
5.48K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97KNew |
$65.3K - $198K
|
2.97K
$72.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.97K+ 200.0% |
$65.3K - $198K
|
4.45K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.82K+ 200.0% |
$62.1K - $188K
|
4.23K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.57K+ 197.23% |
$56.5K - $171K
|
3.87K
$94.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.52K+ 201.12% |
$55.5K - $169K
|
3.78K
$92.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.4KNew |
$52.8K - $160K
|
2.4K
$58.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 200.0% |
$52.5K - $159K
|
3.58K
$87.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33K+ 94.64% |
$51.3K - $156K
|
4.79K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 262.81% |
$50.6K - $153K
|
3.17K
$77.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.13KNew |
$46.8K - $142K
|
2.13K
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 201.06% |
$46.1K - $140K
|
3.13K
$76.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.07K+ 147.33% |
$45.6K - $139K
|
3.48K
$85.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.06K+ 51375.0% |
$45.2K - $137K
|
2.06K
$50.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2K+ 200.0% |
$44K - $134K
|
3K
$73.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.95K+ 244.96% |
$42.8K - $130K
|
2.74K
$67.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.83KNew |
$40.3K - $122K
|
1.83K
$44.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.82K+ 200.0% |
$40.1K - $122K
|
2.73K
$67K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.81K+ 200.0% |
$39.8K - $121K
|
2.71K
$66.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
BUY
|
- |
1.8K+ 200.0% |
$39.6K - $120K
|
2.7K
$66.2K
|