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
|
Successful Portfolios LLC
|
BUY
|
- |
147K+ 202.81% |
$3.23M - $9.79M
|
219K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 19160.21% |
$3.22M - $9.78M
|
147K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146K+ 177.4% |
$3.21M - $9.76M
|
228K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146K+ 195.17% |
$3.21M - $9.75M
|
221K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
145K+ 214.62% |
$3.2M - $9.71M
|
213K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 361.35% |
$3.18M - $9.64M
|
184K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
144KNew |
$3.16M - $9.6M
|
144K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
143K+ 197.48% |
$3.14M - $9.54M
|
215K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
143K+ 200.0% |
$3.14M - $9.54M
|
214K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
142K+ 194.56% |
$3.13M - $9.49M
|
215K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
142KNew |
$3.12M - $9.48M
|
142K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
141KNew |
$3.1M - $9.4M
|
141K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
140K+ 200.47% |
$3.08M - $9.35M
|
210K
$4.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
140K+ 200.0% |
$3.07M - $9.33M
|
209K
$4.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 193.79% |
$3.07M - $9.31M
|
211K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
139K+ 201.92% |
$3.05M - $9.26M
|
207K
$4.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
139K+ 226.55% |
$3.05M - $9.26M
|
200K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
138K+ 98.59% |
$3.04M - $9.24M
|
278K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
138K+ 221.46% |
$3.03M - $9.2M
|
200K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
137K+ 151.47% |
$3.02M - $9.17M
|
228K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
136K+ 195.86% |
$2.99M - $9.07M
|
205K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
132KNew |
$2.92M - $8.85M
|
132K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
132K+ 197.15% |
$2.9M - $8.82M
|
199K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
131K+ 199.94% |
$2.89M - $8.77M
|
197K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
131K+ 199.66% |
$2.88M - $8.74M
|
196K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131K+ 196.71% |
$2.88M - $8.73M
|
197K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
130K+ 198.22% |
$2.87M - $8.71M
|
196K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
128KNew |
$2.82M - $8.55M
|
128K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
126K+ 166.58% |
$2.78M - $8.44M
|
202K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
126K+ 243.29% |
$2.77M - $8.4M
|
177K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
125K+ 198.95% |
$2.75M - $8.36M
|
188K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
124K+ 202.53% |
$2.73M - $8.29M
|
185K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
124K+ 191.98% |
$2.73M - $8.28M
|
188K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
123K+ 200.0% |
$2.71M - $8.23M
|
185K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
122K+ 185.82% |
$2.7M - $8.18M
|
188K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
120K+ 193.39% |
$2.64M - $8.02M
|
182K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119K+ 209.01% |
$2.63M - $7.98M
|
177K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
119K+ 200.03% |
$2.63M - $7.98M
|
179K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
119K+ 215.94% |
$2.62M - $7.97M
|
174K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
118KNew |
$2.59M - $7.87M
|
118K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
116K+ 204.49% |
$2.55M - $7.74M
|
172K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
116K+ 206.69% |
$2.54M - $7.72M
|
172K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
115K+ 200.65% |
$2.54M - $7.71M
|
173K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
115K+ 169.75% |
$2.53M - $7.67M
|
182K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
114K+ 203.96% |
$2.51M - $7.63M
|
170K
$3.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
114KNew |
$2.5M - $7.59M
|
114K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
113K+ 198.48% |
$2.48M - $7.54M
|
170K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
112K+ 207.85% |
$2.47M - $7.49M
|
166K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
111K+ 199.6% |
$2.44M - $7.42M
|
167K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
111K+ 194.19% |
$2.44M - $7.41M
|
168K
$3.4M
|