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
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.15K+ 200.88% |
$25.2K - $76.5K
|
1.72K
$34.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$24.3K - $73.8K
|
1.1K
$22.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 200.73% |
$24.3K - $73.6K
|
1.65K
$33.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.09K+ 200.18% |
$24K - $72.8K
|
1.63K
$33.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.06K+ 200.0% |
$23.4K - $71K
|
1.59K
$32.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.05K+ 201.15% |
$23K - $69.9K
|
1.57K
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 200.0% |
$22.6K - $68.7K
|
1.54K
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
972+ 203.77% |
$21.4K - $64.9K
|
1.45K
$29.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
964+ 200.0% |
$21.2K - $64.4K
|
1.45K
$29.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
963New |
$21.2K - $64.3K
|
963
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
888+ 200.0% |
$19.5K - $59.3K
|
1.33K
$27K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
854+ 128.04% |
$18.8K - $57.1K
|
1.52K
$30.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
840+ 200.0% |
$18.5K - $56.1K
|
1.26K
$25.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
834+ 200.96% |
$18.4K - $55.7K
|
1.25K
$25.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
811+ 200.25% |
$17.9K - $54.2K
|
1.22K
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
794+ 200.0% |
$17.5K - $53.1K
|
1.19K
$24.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
785+ 200.77% |
$17.3K - $52.5K
|
1.18K
$23.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
774+ 200.0% |
$17K - $51.7K
|
1.16K
$23.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 233.94% |
$16.8K - $51.1K
|
1.09K
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
741+ 200.27% |
$16.3K - $49.5K
|
1.11K
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
728+ 200.0% |
$16K - $48.6K
|
1.09K
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
724+ 244.59% |
$15.9K - $48.4K
|
1.02K
$20.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
710+ 200.0% |
$15.6K - $47.4K
|
1.07K
$21.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
707+ 45.47% |
$15.6K - $47.2K
|
2.26K
$45.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
657+ 200.3% |
$14.5K - $43.9K
|
985
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648+ 200.0% |
$14.3K - $43.3K
|
972
$19.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
598New |
$13.2K - $40K
|
598
$12.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
592+ 200.68% |
$13K - $39.6K
|
887
$18K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
567New |
$12.5K - $37.9K
|
567
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
544+ 200.0% |
$12K - $36.4K
|
816
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
539+ 0.91% |
$11.9K - $36K
|
59.6K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$11.7K - $35.4K
|
530
$10.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
498+ 1214.63% |
$11K - $33.3K
|
539
$10.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
491+ 199.59% |
$10.8K - $32.8K
|
737
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
477+ 201.27% |
$10.5K - $31.9K
|
714
$14.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
462+ 4.56% |
$10.2K - $30.9K
|
10.6K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 143.51% |
$9.73K - $29.5K
|
750
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 200.0% |
$9.29K - $28.2K
|
633
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
418+ 200.0% |
$9.2K - $27.9K
|
627
$12.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
384New |
$8.45K - $25.7K
|
384
$7.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
376+ 200.0% |
$8.28K - $25.1K
|
564
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
354New |
$7.79K - $23.7K
|
354
$7.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
336+ 201.2% |
$7.4K - $22.5K
|
503
$10.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
328+ 200.0% |
$7.22K - $21.9K
|
492
$9.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
324+ 200.0% |
$7.13K - $21.6K
|
486
$9.84K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
320+ 200.0% |
$7.04K - $21.4K
|
480
$9.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$9.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
280+ 200.0% |
$6.16K - $18.7K
|
420
$8.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$5.59K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
261+ 0.72% |
$5.74K - $17.4K
|
36.6K
$741K
|