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 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
68.6KNew |
$1.51M - $4.58M
|
68.6K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
67.9K+ 190.34% |
$1.5M - $4.54M
|
104K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
67.9K+ 209.51% |
$1.49M - $4.54M
|
100K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
67.6K+ 180.95% |
$1.49M - $4.51M
|
105K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
67.4KNew |
$1.48M - $4.5M
|
67.4K
$1.36M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
67K+ 200.03% |
$1.47M - $4.48M
|
100K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
66.9K+ 199.87% |
$1.47M - $4.47M
|
100K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
66.7K+ 190.68% |
$1.47M - $4.46M
|
102K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
66.6K+ 9.71% |
$1.47M - $4.45M
|
752K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66.3K+ 200.11% |
$1.46M - $4.43M
|
99.4K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
66.2K+ 199.15% |
$1.46M - $4.42M
|
99.4K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.6K+ 190.71% |
$1.44M - $4.38M
|
100K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
65.1K+ 196.6% |
$1.43M - $4.35M
|
98.1K
$1.99M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
64.5KNew |
$1.42M - $4.31M
|
64.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
64.1K+ 62.38% |
$1.41M - $4.28M
|
167K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
63.9K+ 201.95% |
$1.41M - $4.27M
|
95.5K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
63.6K+ 291.96% |
$1.4M - $4.25M
|
85.4K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63.1K+ 194.69% |
$1.39M - $4.22M
|
95.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
62.6K+ 256.78% |
$1.38M - $4.18M
|
86.9K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
62.3K+ 199.99% |
$1.37M - $4.17M
|
93.5K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
62.3K+ 190.82% |
$1.37M - $4.17M
|
95K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
62.2K+ 186.61% |
$1.37M - $4.16M
|
95.6K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
61.7K+ 203.68% |
$1.36M - $4.13M
|
92.1K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
61.6K+ 200.0% |
$1.36M - $4.12M
|
92.4K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
60.9K+ 200.42% |
$1.34M - $4.07M
|
91.3K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
60.7K+ 210.23% |
$1.34M - $4.06M
|
89.6K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
60.5KNew |
$1.33M - $4.04M
|
60.5K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
60.4K+ 219.33% |
$1.33M - $4.04M
|
87.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
60.3K+ 142.76% |
$1.33M - $4.03M
|
103K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
60K+ 209.03% |
$1.32M - $4.01M
|
88.7K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
60KNew |
$1.32M - $4.01M
|
60K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
59.7K+ 219.44% |
$1.31M - $3.99M
|
86.9K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59K+ 199.74% |
$1.3M - $3.94M
|
88.6K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
58.8K+ 199.99% |
$1.29M - $3.93M
|
88.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
58.8K+ 217.25% |
$1.29M - $3.93M
|
85.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
58.8K+ 217.25% |
$1.29M - $3.93M
|
85.9K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
58.6K+ 174.78% |
$1.29M - $3.91M
|
92.1K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
58.4K+ 200.6% |
$1.28M - $3.9M
|
87.5K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.4K+ 242.37% |
$1.28M - $3.9M
|
82.4K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
58.2K+ 170.21% |
$1.28M - $3.89M
|
92.4K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57.9K+ 350.46% |
$1.27M - $3.87M
|
74.4K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
57.6K+ 204.29% |
$1.27M - $3.85M
|
85.8K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
57.4K+ 214.72% |
$1.26M - $3.84M
|
84.1K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
57.2KNew |
$1.26M - $3.83M
|
57.2K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
57.1K+ 200.0% |
$1.26M - $3.82M
|
85.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56.8K+ 203.85% |
$1.25M - $3.8M
|
84.7K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56.8K+ 230.21% |
$1.25M - $3.79M
|
81.4K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
56.2K+ 197.07% |
$1.24M - $3.75M
|
84.7K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
56.2K+ 166.08% |
$1.24M - $3.75M
|
90K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
56K+ 192.04% |
$1.23M - $3.74M
|
85.2K
$1.73M
|