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 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-249- 1.06% |
$13.6K - $15.2K
|
23.2K
$545K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-259- 0.44% |
$14.1K - $15.8K
|
59K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-265- 0.95% |
$14.5K - $16.2K
|
27.7K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-271- 0.41% |
$14.8K - $16.5K
|
65.4K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-275- 2.91% |
$15K - $16.8K
|
9.18K
$215K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-277- 1.83% |
$15.1K - $16.9K
|
14.8K
$348K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-283- 3.59% |
$15.5K - $17.3K
|
7.59K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-291- 2.46% |
$15.9K - $17.8K
|
11.5K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-292- 0.78% |
$15.9K - $17.8K
|
37.3K
$875K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-295- 2.95% |
$16.1K - $18K
|
9.71K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-314- 0.3% |
$17.1K - $19.2K
|
104K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-319- 43.28% |
$17.4K - $19.5K
|
418
$9.81K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-325- 4.88% |
$17.7K - $19.8K
|
6.33K
$149K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-332- 4.2% |
$18.1K - $20.3K
|
7.57K
$178K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-338- 0.61% |
$18.5K - $20.6K
|
55.1K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-341- 4.19% |
$18.6K - $20.8K
|
7.8K
$183K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-350- 4.19% |
$19.1K - $21.4K
|
8K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-359- 0.6% |
$19.6K - $21.9K
|
59.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-362- 2.38% |
$19.8K - $22.1K
|
14.9K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-370- 3.12% |
$20.2K - $22.6K
|
11.5K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-372- 2.57% |
$20.3K - $22.7K
|
14.1K
$331K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-374- 97.4% |
$20.4K - $22.8K
|
10
$235
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-400- 0.54% |
$21.8K - $24.4K
|
73.1K
$1.72M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-410- 0.4% |
$22.4K - $25K
|
101K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-417- 0.09% |
$22.8K - $25.5K
|
475K
$11.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-419- 1.58% |
$22.9K - $25.6K
|
26.1K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-423- 21.16% |
$23.1K - $25.8K
|
1.58K
$37K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-425- 7.15% |
$23.2K - $25.9K
|
5.52K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-433- 0.64% |
$23.6K - $26.4K
|
67.1K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-440- 0.71% |
$24K - $26.9K
|
61.4K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-444- 9.58% |
$24.2K - $27.1K
|
4.19K
$98.4K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-452- 2.23% |
$24.7K - $27.6K
|
19.8K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-456- 2.36% |
$24.9K - $27.8K
|
18.9K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-460- 0.49% |
$25.1K - $28.1K
|
94.3K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-463- 0.59% |
$25.3K - $28.3K
|
78.3K
$1.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 6.01% |
$27.3K - $30.5K
|
7.81K
$183K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-510- 4.3% |
$27.9K - $31.1K
|
11.3K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-519- 1.84% |
$28.3K - $31.7K
|
27.7K
$650K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-552- 3.8% |
$30.1K - $33.7K
|
14K
$328K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-555- 0.93% |
$30.3K - $33.9K
|
58.9K
$1.38M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-562- 8.15% |
$30.7K - $34.3K
|
6.34K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-564- 14.11% |
$30.8K - $34.4K
|
3.43K
$80.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-569- 0.99% |
$31.1K - $34.7K
|
56.9K
$1.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-574- 0.4% |
$31.3K - $35K
|
143K
$3.35M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-578- 2.12% |
$31.6K - $35.3K
|
26.7K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-586- 17.99% |
$32K - $35.8K
|
2.67K
$62.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-587- 1.61% |
$32.1K - $35.8K
|
35.8K
$841K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-590- 1.2% |
$32.2K - $36K
|
48.5K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-603- 6.39% |
$32.9K - $36.8K
|
8.83K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-610- 4.42% |
$33.3K - $37.2K
|
13.2K
$309K
|