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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.5K+ 442.63% |
$1.84M - $5.58M
|
102K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
83K+ 188.06% |
$1.83M - $5.54M
|
127K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
82.8K+ 205.34% |
$1.82M - $5.53M
|
123K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
82.7KNew |
$1.82M - $5.53M
|
82.7K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.5K+ 209.39% |
$1.81M - $5.51M
|
122K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
82.3K+ 205.07% |
$1.81M - $5.5M
|
122K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
82K+ 197.55% |
$1.81M - $5.48M
|
124K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
81.9K+ 197.1% |
$1.8M - $5.48M
|
124K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
81.8K+ 205.22% |
$1.8M - $5.47M
|
122K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
81.5K+ 334.7% |
$1.79M - $5.45M
|
106K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
81.4K+ 202.52% |
$1.79M - $5.44M
|
122K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81.2K+ 195.69% |
$1.79M - $5.43M
|
123K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
80.5KNew |
$1.77M - $5.38M
|
80.5K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
80.2K+ 198.04% |
$1.77M - $5.36M
|
121K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
80.2K+ 199.64% |
$1.76M - $5.36M
|
120K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
79.5K+ 195.14% |
$1.75M - $5.31M
|
120K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 182.67% |
$1.73M - $5.24M
|
121K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
77.7K+ 220.15% |
$1.71M - $5.19M
|
113K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
77.6KNew |
$1.71M - $5.19M
|
77.6K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
77.5K+ 102.33% |
$1.71M - $5.18M
|
153K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77.1K+ 181.11% |
$1.7M - $5.15M
|
120K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
76.6K+ 313.86% |
$1.69M - $5.12M
|
101K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
76.4K+ 254.8% |
$1.68M - $5.11M
|
106K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
76.4K+ 205.87% |
$1.68M - $5.1M
|
113K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75.7K+ 192.19% |
$1.67M - $5.06M
|
115K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75.6K+ 208.19% |
$1.66M - $5.05M
|
112K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
75.5K+ 176.58% |
$1.66M - $5.05M
|
118K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
74.2K+ 209.59% |
$1.63M - $4.96M
|
110K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
73.8K+ 331.62% |
$1.62M - $4.93M
|
96K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73.2K+ 200.0% |
$1.61M - $4.89M
|
110K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
73K+ 194.5% |
$1.61M - $4.88M
|
111K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
73K+ 119.99% |
$1.61M - $4.88M
|
134K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
72.7K+ 200.09% |
$1.6M - $4.86M
|
109K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
72.5K+ 190.97% |
$1.6M - $4.85M
|
111K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
72.2K+ 183.96% |
$1.59M - $4.82M
|
111K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
71.5K+ 3120.08% |
$1.57M - $4.78M
|
73.8K
$1.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
71.3K+ 189.13% |
$1.57M - $4.76M
|
109K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
71.2K+ 231.79% |
$1.57M - $4.76M
|
102K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
71K+ 197.17% |
$1.56M - $4.74M
|
107K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
70.9K+ 124459.65% |
$1.56M - $4.74M
|
71K
$1.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
70.9K+ 1486.41% |
$1.56M - $4.74M
|
75.6K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70.7KNew |
$1.56M - $4.72M
|
70.7K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
70.6K+ 174.16% |
$1.55M - $4.72M
|
111K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
70.3K+ 227.88% |
$1.55M - $4.69M
|
101K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
70.2K+ 198.73% |
$1.55M - $4.69M
|
106K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70K+ 196.22% |
$1.54M - $4.68M
|
106K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
69.2K+ 193.78% |
$1.52M - $4.63M
|
105K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
69K+ 183.36% |
$1.52M - $4.61M
|
107K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
68.6K+ 193.88% |
$1.51M - $4.59M
|
104K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
68.6KNew |
$1.51M - $4.58M
|
68.6K
$1.39M
|