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
|
Granite Investment Partners, LLC
|
BUY
|
- |
111K+ 199.75% |
$2.44M - $7.39M
|
166K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110K+ 199.8% |
$2.43M - $7.36M
|
165K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
109K+ 169.77% |
$2.41M - $7.31M
|
174K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
109K+ 225.28% |
$2.41M - $7.3M
|
158K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109K+ 57.83% |
$2.4M - $7.29M
|
298K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
108K+ 176.3% |
$2.39M - $7.25M
|
170K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 343.97% |
$2.38M - $7.23M
|
140K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
108K+ 180.64% |
$2.37M - $7.21M
|
168K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
108K+ 203.01% |
$2.37M - $7.19M
|
161K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
107K+ 196.79% |
$2.35M - $7.12M
|
161K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
106K+ 160.76% |
$2.34M - $7.1M
|
172K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
105K+ 197.09% |
$2.31M - $7.01M
|
158K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
103K+ 203.9% |
$2.27M - $6.88M
|
153K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
102K+ 184.66% |
$2.24M - $6.8M
|
157K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
101K+ 214.58% |
$2.22M - $6.73M
|
148K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
100K+ 205.97% |
$2.21M - $6.7M
|
149K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100K+ 207.55% |
$2.2M - $6.69M
|
148K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100KNew |
$2.2M - $6.68M
|
100K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
98.5K+ 202.32% |
$2.17M - $6.58M
|
147K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
97.9K+ 197.8% |
$2.16M - $6.54M
|
147K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.5K+ 551.59% |
$2.15M - $6.52M
|
115K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.4KNew |
$2.14M - $6.51M
|
97.4K
$1.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
97.1K+ 189.35% |
$2.14M - $6.49M
|
148K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 188.5% |
$2.13M - $6.46M
|
148K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96.1K+ 200.02% |
$2.12M - $6.42M
|
144K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
95.6K+ 224.51% |
$2.1M - $6.39M
|
138K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
93.9K+ 200.47% |
$2.07M - $6.27M
|
141K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
93.9K+ 118.37% |
$2.07M - $6.27M
|
173K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
93.7K+ 197.42% |
$2.06M - $6.26M
|
141K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93.6K+ 199.22% |
$2.06M - $6.25M
|
141K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
93.3K+ 160.61% |
$2.05M - $6.23M
|
151K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
93.1K+ 202.15% |
$2.05M - $6.22M
|
139K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
92.3K+ 131.22% |
$2.03M - $6.17M
|
163K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
92K+ 198.95% |
$2.03M - $6.15M
|
138K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
91.9K+ 273.2% |
$2.02M - $6.14M
|
125K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
90.9KNew |
$2M - $6.07M
|
90.9K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.4K+ 1745.6% |
$1.99M - $6.04M
|
95.6K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
90.2K+ 196.05% |
$1.99M - $6.03M
|
136K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
88.5K+ 197.8% |
$1.95M - $5.91M
|
133K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
88.1K+ 198.18% |
$1.94M - $5.88M
|
132K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
87.7K+ 182.33% |
$1.93M - $5.86M
|
136K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
86.9K+ 210.23% |
$1.91M - $5.81M
|
128K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.8K+ 147.31% |
$1.91M - $5.8M
|
146K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
86.1K+ 169.72% |
$1.89M - $5.75M
|
137K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
85.9K+ 200.32% |
$1.89M - $5.74M
|
129K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85.4K+ 198.93% |
$1.88M - $5.71M
|
128K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.1K+ 325.13% |
$1.87M - $5.68M
|
111K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
84.7K+ 111.46% |
$1.86M - $5.66M
|
161K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
84.3K+ 200.04% |
$1.86M - $5.63M
|
126K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83.5K+ 196.35% |
$1.84M - $5.58M
|
126K
$2.55M
|