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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
354K+ 200.78% |
$7.79M - $23.6M
|
530K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
352K+ 213.07% |
$7.74M - $23.5M
|
517K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
350K+ 155.69% |
$7.7M - $23.4M
|
574K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
349K+ 199.06% |
$7.69M - $23.3M
|
525K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
348K+ 185.03% |
$7.65M - $23.2M
|
536K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
344K+ 186.34% |
$7.57M - $23M
|
528K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
344K+ 183.69% |
$7.56M - $23M
|
531K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
340K+ 214.07% |
$7.49M - $22.8M
|
500K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
340K+ 206.4% |
$7.49M - $22.7M
|
505K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340K+ 224.98% |
$7.49M - $22.7M
|
492K
$9.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
340K+ 177.46% |
$7.48M - $22.7M
|
531K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
337KNew |
$7.42M - $22.5M
|
337K
$6.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
337K+ 197.87% |
$7.41M - $22.5M
|
507K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
336K+ 158.32% |
$7.4M - $22.5M
|
549K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
331K+ 204.08% |
$7.29M - $22.1M
|
493K
$9.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
330K+ 219.88% |
$7.27M - $22.1M
|
481K
$9.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
327KNew |
$7.21M - $21.9M
|
327K
$6.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
320K+ 200.0% |
$7.04M - $21.4M
|
480K
$9.71M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
318K+ 197.28% |
$7M - $21.2M
|
479K
$9.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
313K+ 3681.64% |
$6.88M - $20.9M
|
321K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310K+ 199.87% |
$6.82M - $20.7M
|
465K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
306K+ 222.19% |
$6.74M - $20.5M
|
444K
$8.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
305K+ 204.69% |
$6.72M - $20.4M
|
454K
$9.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$9.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
303K+ 177.31% |
$6.68M - $20.3M
|
474K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
303K+ 242.64% |
$6.66M - $20.2M
|
427K
$8.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
300K+ 200.0% |
$6.6M - $20M
|
450K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
300KNew |
$6.6M - $20M
|
300K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
296K+ 182.4% |
$6.51M - $19.8M
|
458K
$9.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
293K+ 209.19% |
$6.45M - $19.6M
|
433K
$8.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
291K+ 194.64% |
$6.4M - $19.4M
|
440K
$8.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 429.34% |
$6.38M - $19.4M
|
357K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
287KNew |
$6.32M - $19.2M
|
287K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
278K+ 199.9% |
$6.12M - $18.6M
|
417K
$8.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
276K+ 65.5% |
$6.07M - $18.4M
|
697K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$8.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
272K+ 252.09% |
$5.98M - $18.1M
|
379K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
270K+ 177.3% |
$5.93M - $18M
|
422K
$8.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
268K+ 168.52% |
$5.91M - $17.9M
|
428K
$8.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
268K+ 168.51% |
$5.91M - $17.9M
|
428K
$8.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
256K+ 203.29% |
$5.63M - $17.1M
|
381K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
255K+ 194.14% |
$5.61M - $17M
|
386K
$7.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 188.98% |
$5.57M - $16.9M
|
387K
$7.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
249K+ 192.33% |
$5.47M - $16.6M
|
378K
$7.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
241K+ 187.64% |
$5.31M - $16.1M
|
370K
$7.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 202.98% |
$5.31M - $16.1M
|
360K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
240K+ 194.95% |
$5.29M - $16M
|
363K
$7.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
237K+ 185.63% |
$5.22M - $15.8M
|
365K
$7.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
232K+ 202.14% |
$5.1M - $15.5M
|
346K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
231K+ 191.9% |
$5.09M - $15.5M
|
352K
$7.12M
|