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 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
629K+ 199.22% |
$13.9M - $42.1M
|
945K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
625K+ 193.6% |
$13.8M - $41.8M
|
948K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
606K+ 216.36% |
$13.3M - $40.5M
|
886K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
600K+ 42.7% |
$13.2M - $40.1M
|
2.01M
$40.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
598K+ 193.53% |
$13.2M - $39.9M
|
906K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
594K+ 189.35% |
$13.1M - $39.7M
|
908K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
588K+ 196.1% |
$12.9M - $39.3M
|
888K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
588K+ 206.4% |
$12.9M - $39.3M
|
872K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
587K+ 201.81% |
$12.9M - $39.2M
|
877K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
574K+ 201.58% |
$12.6M - $38.4M
|
859K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
573K+ 174.64% |
$12.6M - $38.3M
|
901K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
547K+ 215.88% |
$12M - $36.5M
|
800K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
542K+ 195.5% |
$11.9M - $36.2M
|
820K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
534K+ 200.16% |
$11.8M - $35.7M
|
801K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
531K+ 325.03% |
$11.7M - $35.5M
|
694K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
531K+ 187.4% |
$11.7M - $35.5M
|
814K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
526K+ 196.24% |
$11.6M - $35.2M
|
794K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
525K+ 191.66% |
$11.6M - $35.1M
|
800K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
522K+ 201.48% |
$11.5M - $34.9M
|
781K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
521K+ 201.47% |
$11.5M - $34.8M
|
780K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
505K+ 196.87% |
$11.1M - $33.7M
|
761K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
502K+ 195.55% |
$11M - $33.5M
|
759K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
499K+ 200.87% |
$11M - $33.4M
|
748K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
488K+ 195.05% |
$10.7M - $32.6M
|
738K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
480KNew |
$10.6M - $32.1M
|
480K
$9.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
469K+ 194.23% |
$10.3M - $31.3M
|
710K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
462K+ 203.03% |
$10.2M - $30.9M
|
690K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
461K+ 748.86% |
$10.2M - $30.8M
|
523K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
444K+ 169.06% |
$9.78M - $29.7M
|
707K
$14.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
442K+ 166.35% |
$9.72M - $29.5M
|
707K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
434K+ 192.38% |
$9.55M - $29M
|
659K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
426K+ 190.41% |
$9.38M - $28.5M
|
650K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
423K+ 201.63% |
$9.31M - $28.3M
|
633K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
420K+ 205.54% |
$9.24M - $28.1M
|
624K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
419K+ 189.69% |
$9.23M - $28M
|
640K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
418K+ 199.08% |
$9.2M - $27.9M
|
628K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
408K+ 214.94% |
$8.97M - $27.2M
|
597K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
402K+ 209.28% |
$8.84M - $26.8M
|
594K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
395KNew |
$8.7M - $26.4M
|
395K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
393K+ 193.82% |
$8.64M - $26.2M
|
595K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
393K+ 162.03% |
$8.64M - $26.2M
|
635K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
389K+ 227.54% |
$8.57M - $26M
|
561K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
389K+ 289.14% |
$8.55M - $26M
|
523K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
383K+ 204.5% |
$8.44M - $25.6M
|
571K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
379K+ 198.89% |
$8.34M - $25.3M
|
569K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
374K+ 185.49% |
$8.23M - $25M
|
576K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
368K+ 195.97% |
$8.1M - $24.6M
|
556K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
358K+ 197.04% |
$7.87M - $23.9M
|
539K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355K+ 378.14% |
$7.81M - $23.7M
|
449K
$9.09M
|