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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.35K- 86.24% |
$73.9K - $82.7K
|
216
$5.07K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.36K- 57.63% |
$74.3K - $83K
|
1K
$23.5K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.38K- 27.37% |
$75.5K - $84.4K
|
3.67K
$86.2K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.39K- 3.64% |
$75.6K - $84.6K
|
36.7K
$862K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 4.5% |
$77.4K - $86.5K
|
30.1K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.44K- 1.72% |
$78.7K - $88K
|
82.4K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.44K- 27.02% |
$78.9K - $88.2K
|
3.9K
$91.6K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.45K- 24.05% |
$79.2K - $88.5K
|
4.58K
$107K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.48K- 0.96% |
$80.5K - $90K
|
152K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.49K- 1.89% |
$81.1K - $90.7K
|
76.9K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.49K- 12.02% |
$81.4K - $91K
|
10.9K
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 12.03% |
$81.6K - $91.3K
|
10.9K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.51K- 9.48% |
$82.4K - $92.1K
|
14.4K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.53K- 2.43% |
$83.7K - $93.6K
|
61.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.54K- 1.76% |
$84.3K - $94.2K
|
86.4K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.55K- 5.81% |
$84.5K - $94.5K
|
25.1K
$589K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.58K- 1.88% |
$86.1K - $96.2K
|
82.3K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 6.13% |
$86.5K - $96.7K
|
24.3K
$570K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.59K- 3.96% |
$86.8K - $97.1K
|
38.6K
$907K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.61K- 1.91% |
$88K - $98.4K
|
82.7K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.62K- 4.57% |
$88.2K - $98.7K
|
33.7K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.63K- 0.41% |
$88.9K - $99.3K
|
393K
$9.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 74.22% |
$89.9K - $101K
|
572
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 55.2% |
$93.9K - $105K
|
1.4K
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.78K- 28.77% |
$97.3K - $109K
|
4.41K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.79K- 1.15% |
$97.8K - $109K
|
154K
$3.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.81K- 27.05% |
$99.1K - $111K
|
4.89K
$115K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.82K- 2.27% |
$99.1K - $111K
|
78.2K
$1.84M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.82K- 4.06% |
$99.3K - $111K
|
43K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 2.27% |
$99.4K - $111K
|
78.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.86K- 9.09% |
$101K - $113K
|
18.6K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.87K- 1.53% |
$102K - $114K
|
121K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.88K- 0.26% |
$103K - $115K
|
720K
$16.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.91K- 9.26% |
$104K - $117K
|
18.7K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.94K- 6.05% |
$106K - $119K
|
30.2K
$708K
|
|
|
May 07, 2024
Q1 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-2K- 13.33% |
$109K - $122K
|
13K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 1.85% |
$109K - $122K
|
106K
$2.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.04K- 20.57% |
$112K - $125K
|
7.89K
$185K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.12K- 1.07% |
$116K - $130K
|
196K
$4.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.16K- 4.77% |
$118K - $132K
|
43.1K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.19K- 1.34% |
$119K - $133K
|
161K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.3K- 9.4% |
$126K - $141K
|
22.2K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.36K- 13.88% |
$129K - $144K
|
14.6K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.38K- 28.3% |
$130K - $145K
|
6.02K
$141K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 5.58% |
$130K - $146K
|
40.4K
$949K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.41K- 38.67% |
$132K - $147K
|
3.82K
$89.7K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.41K- 6.77% |
$132K - $147K
|
33.2K
$779K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.45K- 6.29% |
$134K - $149K
|
36.5K
$856K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.47K- 3.49% |
$135K - $151K
|
68.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.53K- 18.99% |
$138K - $155K
|
10.8K
$253K
|