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 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-93- 1.97% |
$5.08K - $5.68K
|
4.64K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-99- 0.19% |
$5.41K - $6.04K
|
51.9K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-105- 0.46% |
$5.73K - $6.41K
|
22.8K
$533K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-105- 2.96% |
$5.73K - $6.41K
|
3.44K
$80.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-106- 2.22% |
$5.79K - $6.47K
|
4.67K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-106- 0.29% |
$5.79K - $6.47K
|
36.3K
$848K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-107- 0.26% |
$5.84K - $6.53K
|
41.5K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-116- 0.65% |
$6.33K - $7.08K
|
17.8K
$416K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-118- 0.95% |
$6.44K - $7.2K
|
12.3K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-121- 0.63% |
$6.61K - $7.39K
|
19.2K
$450K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-123- 0.31% |
$6.72K - $7.51K
|
39K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-126- 0.42% |
$6.88K - $7.69K
|
30.2K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-130- 0.7% |
$7.1K - $7.94K
|
18.4K
$430K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 40.68% |
$7.15K - $8K
|
191
$4.46K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-132- 1.73% |
$7.21K - $8.06K
|
7.48K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-135- 0.29% |
$7.37K - $8.24K
|
46.3K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-137- 0.79% |
$7.48K - $8.36K
|
17.2K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-150- 3.73% |
$8.19K - $9.16K
|
3.87K
$90.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-150- 3.21% |
$8.19K - $9.16K
|
4.52K
$106K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-154- 0.42% |
$8.41K - $9.4K
|
36.5K
$853K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 2.6% |
$8.74K - $9.77K
|
6K
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-161- 3.8% |
$8.79K - $9.83K
|
4.08K
$95.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-163- 0.62% |
$8.9K - $9.95K
|
26K
$608K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-168- 2.47% |
$9.17K - $10.3K
|
6.64K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-170- 0.49% |
$9.28K - $10.4K
|
34.6K
$809K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-174- 4.67% |
$9.5K - $10.6K
|
3.56K
$83.1K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-186- 5.12% |
$10.2K - $11.4K
|
3.45K
$80.6K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-189- 0.32% |
$10.3K - $11.5K
|
58.7K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-189- 3.91% |
$10.3K - $11.5K
|
4.65K
$109K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-189- 48.09% |
$10.3K - $11.5K
|
204
$4.77K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-192- 0.53% |
$10.5K - $11.7K
|
35.8K
$838K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-197- 4.23% |
$10.8K - $12K
|
4.46K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-198- 3.08% |
$10.8K - $12.1K
|
6.24K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-198- 0.34% |
$10.8K - $12.1K
|
57.5K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-199- 4.61% |
$10.9K - $12.1K
|
4.11K
$96.1K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-203- 0.44% |
$11.1K - $12.4K
|
45.6K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-203- 0.42% |
$11.1K - $12.4K
|
48.3K
$1.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-204- 0.47% |
$11.1K - $12.5K
|
42.8K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-204- 7.72% |
$11.1K - $12.5K
|
2.44K
$57K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-207- 0.41% |
$11.3K - $12.6K
|
50.8K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-211- 0.68% |
$11.5K - $12.9K
|
30.7K
$717K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-216- 1.4% |
$11.8K - $13.2K
|
15.2K
$356K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-224- 2.49% |
$12.2K - $13.7K
|
8.77K
$205K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-230- 1.79% |
$12.6K - $14K
|
12.6K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-231- 0.03% |
$12.6K - $14.1K
|
836K
$19.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-234- 0.12% |
$12.8K - $14.3K
|
187K
$4.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-238- 5.68% |
$13K - $14.5K
|
3.95K
$92.3K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-246- 4.72% |
$13.4K - $15K
|
4.97K
$116K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-247- 5.95% |
$13.5K - $15.1K
|
3.9K
$91.2K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-248- 2.97% |
$13.5K - $15.1K
|
8.09K
$189K
|