Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.2K - $1.33K
|
4.27K
$93.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.63% |
$1.2K - $1.33K
|
3.19K
$69.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.09% |
$1.14K - $1.26K
|
20K
$438K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$1.08K - $1.2K
|
31.6K
$691K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.02K - $1.13K
|
10.4K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16+ 0.27% |
$959 - $1.06K
|
5.91K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.54% |
$959 - $1.06K
|
3.01K
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.11% |
$899 - $998
|
13.2K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 2.33% |
$899 - $998
|
660
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
15+ 0.19% |
$899 - $998
|
7.82K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14+ 0.16% |
$839 - $931
|
8.55K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14+ 0.29% |
$839 - $931
|
4.78K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$779 - $865
|
86
$1.88K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.16% |
$779 - $865
|
8.39K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13+ 0.09% |
$779 - $865
|
14.1K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.54% |
$719 - $798
|
2.23K
$48.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12+ 0.18% |
$719 - $798
|
6.72K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.04% |
$599 - $665
|
23.2K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9+ 0.24% |
$539 - $599
|
3.83K
$83.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
9+ 0.32% |
$539 - $599
|
2.85K
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.11% |
$539 - $599
|
7.91K
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8+ 0.18% |
$479 - $532
|
4.4K
$96.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.07% |
$479 - $532
|
10.8K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.11% |
$479 - $532
|
7.19K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.56% |
$420 - $466
|
1.25K
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$420 - $466
|
3.91K
$85.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7+ 0.01% |
$420 - $466
|
88.4K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.02% |
$420 - $466
|
33.5K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6+ 0.12% |
$360 - $399
|
4.98K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.58% |
$360 - $399
|
1.04K
$22.7K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$360 - $399
|
846
$18.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$360 - $399
|
8.99K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
5New |
$300 - $333
|
5
$109
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.01% |
$300 - $333
|
35.7K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.14% |
$300 - $333
|
3.49K
$76.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.5% |
$240 - $266
|
807
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.59% |
$240 - $266
|
677
$14.8K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 1.24% |
$240 - $266
|
327
$7.14K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.08% |
$240 - $266
|
5.25K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4+ 0.54% |
$240 - $266
|
750
$16.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 200.0% |
$240 - $266
|
6
$131
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $200
|
13.7K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.58% |
$180 - $200
|
520
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3+ 0.04% |
$180 - $200
|
7.36K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$120 - $133
|
12.3K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$120 - $133
|
549
$12K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$120 - $133
|
3.95K
$86.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.14% |
$120 - $133
|
1.48K
$32.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.35% |
$120 - $133
|
570
$12.4K
|