Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 2.38% |
$437 - $488
|
328
$7.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.1% |
$437 - $488
|
7.97K
$187K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-9- 15.25% |
$491 - $549
|
50
$1.17K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-9- 0.25% |
$491 - $549
|
3.65K
$85.7K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-10- -0.0% |
$546 - $611
|
371K
$8.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-11- 0.15% |
$601 - $672
|
7.24K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 0.43% |
$655 - $733
|
2.76K
$64.8K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-15- 0.36% |
$819 - $916
|
4.13K
$96.9K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-17- 0.35% |
$928 - $1.04K
|
4.9K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-22- 2.56% |
$1.2K - $1.34K
|
836
$19.6K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-24- 0.01% |
$1.31K - $1.47K
|
180K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 0.28% |
$1.37K - $1.53K
|
8.98K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27- 0.03% |
$1.47K - $1.65K
|
82.4K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-28- 0.49% |
$1.53K - $1.71K
|
5.72K
$134K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-28- 0.62% |
$1.53K - $1.71K
|
4.48K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-28- 0.45% |
$1.53K - $1.71K
|
6.23K
$146K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 13.36% |
$1.58K - $1.77K
|
188
$4.41K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-30- 1.75% |
$1.64K - $1.83K
|
1.68K
$39.4K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-31- 0.06% |
$1.69K - $1.89K
|
49.9K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-44- 0.05% |
$2.4K - $2.69K
|
91.8K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-46- 0.84% |
$2.51K - $2.81K
|
5.42K
$127K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-47- 0.23% |
$2.57K - $2.87K
|
20.3K
$476K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-47- 0.4% |
$2.57K - $2.87K
|
11.7K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-54- 0.04% |
$2.95K - $3.3K
|
141K
$3.3M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-54- 0.63% |
$2.95K - $3.3K
|
8.53K
$200K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56- 9.12% |
$3.06K - $3.42K
|
558
$13.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-56- 0.32% |
$3.06K - $3.42K
|
17.6K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-56- 0.26% |
$3.06K - $3.42K
|
21.9K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-58- 0.3% |
$3.17K - $3.54K
|
19.3K
$453K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-60- 0.73% |
$3.28K - $3.66K
|
8.12K
$191K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-60- 1.06% |
$3.28K - $3.66K
|
5.58K
$131K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-61- 0.74% |
$3.33K - $3.72K
|
8.23K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-62- 0.57% |
$3.39K - $3.79K
|
10.9K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-63- 8.25% |
$3.44K - $3.85K
|
701
$16.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-64- 0.66% |
$3.5K - $3.91K
|
9.64K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-66- 0.8% |
$3.6K - $4.03K
|
8.17K
$192K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.1% |
$3.77K - $4.21K
|
71.2K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-69- 0.31% |
$3.77K - $4.21K
|
22.5K
$528K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-70- 0.3% |
$3.82K - $4.27K
|
23.1K
$542K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-70- 0.39% |
$3.82K - $4.27K
|
17.7K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-75- 0.51% |
$4.1K - $4.58K
|
14.5K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-80- 0.03% |
$4.37K - $4.88K
|
286K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-81- 0.12% |
$4.42K - $4.95K
|
66.7K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-87- 0.25% |
$4.75K - $5.31K
|
34.1K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-88- 55.35% |
$4.81K - $5.37K
|
71
$1.67K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-88- 1.27% |
$4.81K - $5.37K
|
6.85K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-90- 49.45% |
$4.91K - $5.49K
|
92
$2.16K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-92- 2.39% |
$5.02K - $5.62K
|
3.75K
$88.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-92- 69.7% |
$5.02K - $5.62K
|
40
$939
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-93- 1.97% |
$5.08K - $5.68K
|
4.64K
$109K
|