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 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.46K- 2.08% |
$298K - $333K
|
257K
$6.03M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.51K- 8.38% |
$301K - $336K
|
60.2K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.51K- 3.22% |
$301K - $336K
|
165K
$3.88M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.67K- 11.19% |
$310K - $346K
|
45.1K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-5.72K- 4.26% |
$313K - $349K
|
129K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.73K- 2.39% |
$313K - $350K
|
234K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.8K- 8.29% |
$317K - $354K
|
64.2K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-5.83K- 2.77% |
$318K - $356K
|
205K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.13K- 3.72% |
$335K - $374K
|
159K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.2K- 7.84% |
$338K - $378K
|
72.8K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.31K- 1.8% |
$344K - $385K
|
344K
$8.08M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.39K- 2.34% |
$349K - $390K
|
267K
$6.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.41K- 23.71% |
$350K - $391K
|
20.6K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.52K- 6.86% |
$356K - $398K
|
88.6K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.82K- 1.66% |
$372K - $416K
|
404K
$9.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.86K- 1.4% |
$374K - $419K
|
483K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.88K- 2.81% |
$376K - $420K
|
238K
$5.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.88K- 2.5% |
$376K - $420K
|
268K
$6.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6.96K- 50.0% |
$380K - $425K
|
6.96K
$163K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7.07K- 2.27% |
$386K - $432K
|
304K
$7.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.09K- 1.34% |
$387K - $433K
|
522K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.09K- 4.33% |
$387K - $433K
|
157K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.21K- 1.92% |
$394K - $440K
|
369K
$8.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-7.39K- 1.98% |
$404K - $451K
|
365K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.4K- 0.69% |
$404K - $452K
|
1.07M
$25.1M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.79K- 10.48% |
$426K - $476K
|
66.6K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-7.8K- 2.83% |
$426K - $476K
|
268K
$6.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.92K- 25.05% |
$432K - $483K
|
23.7K
$555K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.98K- 34.86% |
$436K - $487K
|
14.9K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.08K- 12.19% |
$441K - $493K
|
58.2K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.09K- 1.91% |
$442K - $494K
|
414K
$9.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8.61K- 1.09% |
$470K - $526K
|
782K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.62K- 10.93% |
$471K - $526K
|
70.2K
$1.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9.14K- 7.42% |
$499K - $558K
|
114K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.43K- 9.74% |
$515K - $576K
|
87.4K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.92K- 3.43% |
$542K - $606K
|
279K
$6.54M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.98K- 4.77% |
$545K - $609K
|
199K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.5K- 0.68% |
$574K - $641K
|
1.53M
$35.9M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 6.08% |
$637K - $712K
|
180K
$4.22M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.9K- 29.87% |
$648K - $724K
|
27.8K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.2K- 36.94% |
$668K - $746K
|
20.9K
$490K
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-12.7K- 4.71% |
$693K - $775K
|
257K
$6.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-13K- 3.83% |
$709K - $793K
|
326K
$7.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13.6K- 3.32% |
$741K - $829K
|
395K
$9.26M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-14.1K- 8.31% |
$771K - $861K
|
156K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-14.3K- 1.03% |
$779K - $871K
|
1.37M
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14.3K- 36.88% |
$780K - $871K
|
24.4K
$573K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-15.4K- 4.6% |
$841K - $940K
|
319K
$7.48M
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-15.5K- 67.9% |
$845K - $944K
|
7.31K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.5K- 19.44% |
$845K - $945K
|
64.1K
$1.5M
|