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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
230K+ 198.48% |
$5.06M - $15.4M
|
346K
$7M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
229K+ 175.96% |
$5.04M - $15.3M
|
359K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
229K+ 232.37% |
$5.03M - $15.3M
|
327K
$6.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
227K+ 205.24% |
$4.99M - $15.2M
|
337K
$6.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
225K+ 191.32% |
$4.95M - $15M
|
342K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
225K+ 234.73% |
$4.95M - $15M
|
320K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
225K+ 243.99% |
$4.95M - $15M
|
317K
$6.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
221KNew |
$4.86M - $14.8M
|
221K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
219K+ 198.51% |
$4.81M - $14.6M
|
329K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
217K+ 314.29% |
$4.78M - $14.5M
|
286K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
217K+ 196.73% |
$4.78M - $14.5M
|
327K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
216K+ 193.74% |
$4.76M - $14.5M
|
328K
$6.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
216K+ 193.06% |
$4.74M - $14.4M
|
327K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
211K+ 1209.65% |
$4.65M - $14.1M
|
229K
$4.63M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
211K+ 1209.65% |
$4.65M - $14.1M
|
229K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210K+ 189.47% |
$4.61M - $14M
|
320K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
204K+ 250.19% |
$4.49M - $13.6M
|
286K
$5.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
197K+ 195.03% |
$4.35M - $13.2M
|
299K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
193K+ 274.57% |
$4.24M - $12.9M
|
263K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
192K+ 192.46% |
$4.23M - $12.9M
|
292K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
191K+ 194.25% |
$4.21M - $12.8M
|
290K
$5.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
190K+ 197.22% |
$4.17M - $12.7M
|
286K
$5.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
189K+ 200.9% |
$4.16M - $12.6M
|
283K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
186K+ 213.66% |
$4.09M - $12.4M
|
273K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
183K+ 220.69% |
$4.03M - $12.2M
|
266K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
181K+ 199.7% |
$3.99M - $12.1M
|
272K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
180K+ 192.66% |
$3.97M - $12.1M
|
274K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
177K+ 242.7% |
$3.9M - $11.8M
|
250K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$3.88M - $11.8M
|
176K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
176K+ 199.04% |
$3.87M - $11.8M
|
264K
$5.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
174K+ 195.34% |
$3.84M - $11.6M
|
263K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
174K+ 200.0% |
$3.83M - $11.6M
|
261K
$5.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 213.78% |
$3.79M - $11.5M
|
253K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172K+ 202.73% |
$3.78M - $11.5M
|
257K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
172K+ 202.0% |
$3.78M - $11.5M
|
257K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
170K+ 223.29% |
$3.74M - $11.4M
|
246K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
170K+ 201.14% |
$3.73M - $11.3M
|
254K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
170K+ 203.12% |
$3.73M - $11.3M
|
253K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
166K+ 200.87% |
$3.66M - $11.1M
|
249K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
165K+ 200.0% |
$3.63M - $11M
|
247K
$5.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
164K+ 478.8% |
$3.6M - $10.9M
|
198K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162K+ 199.44% |
$3.57M - $10.9M
|
244K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159K+ 202.08% |
$3.5M - $10.6M
|
238K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
158K+ 210.22% |
$3.47M - $10.5M
|
233K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
155K+ 199.96% |
$3.42M - $10.4M
|
233K
$4.71M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
154K+ 200.0% |
$3.39M - $10.3M
|
231K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
153K+ 177.0% |
$3.38M - $10.3M
|
240K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
151K+ 200.0% |
$3.33M - $10.1M
|
227K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
150K+ 270.01% |
$3.3M - $10M
|
205K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150K+ 241.72% |
$3.29M - $10M
|
211K
$4.28M
|