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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2+ 0.05% |
$120 - $133
|
4.29K
$93.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.51% |
$120 - $133
|
391
$8.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$120 - $133
|
16.6K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.03% |
$59.9 - $66.5
|
3.74K
$81.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.04% |
$59.9 - $66.5
|
2.36K
$51.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.79% |
$59.9 - $66.5
|
127
$2.77K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$59.9 - $66.5
|
4.19K
$91.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.01% |
$59.9 - $66.5
|
19.8K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$59.9 - $66.5
|
107
$2.34K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.01% |
$59.9 - $66.5
|
13.2K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$59.9 - $66.5
|
415
$9.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.6% |
$59.9 - $66.5
|
167
$3.65K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.48% |
$59.9 - $66.5
|
209
$4.56K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$59.9 - $66.5
|
26K
$567K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.42% |
$59.9 - $66.5
|
237
$5.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
12.1K
$265K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
11K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.44% |
$59.9 - $66.5
|
40
$873
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-1- 0.02% |
$59.9 - $66.5
|
5.65K
$123K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.12% |
$120 - $133
|
1.67K
$36.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$2.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2- 0.03% |
$120 - $133
|
6.22K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3- 0.07% |
$180 - $200
|
4.14K
$90.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4- 0.83% |
$240 - $266
|
477
$10.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 3.03% |
$300 - $333
|
160
$3.49K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.16% |
$479 - $532
|
5.11K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.12% |
$539 - $599
|
7.23K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.33% |
$659 - $732
|
3.32K
$72.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-11- 0.31% |
$659 - $732
|
3.55K
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12- 0.08% |
$719 - $798
|
14.7K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14- 0.24% |
$839 - $931
|
5.9K
$129K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-15- 0.1% |
$899 - $998
|
15.6K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-16- 0.38% |
$959 - $1.06K
|
4.17K
$91K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-16- 0.23% |
$959 - $1.06K
|
6.9K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-18- 0.55% |
$1.08K - $1.2K
|
3.26K
$71.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.3% |
$1.2K - $1.33K
|
6.64K
$145K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.29% |
$1.32K - $1.46K
|
7.44K
$162K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$1.32K - $1.46K
|
57.5K
$1.26M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24- 0.28% |
$1.44K - $1.6K
|
8.42K
$184K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-29- 0.35% |
$1.74K - $1.93K
|
8.26K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 3.97% |
$1.92K - $2.13K
|
774
$16.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-32- 0.1% |
$1.92K - $2.13K
|
33.5K
$730K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-33- 0.7% |
$1.98K - $2.2K
|
4.68K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-37- 0.77% |
$2.22K - $2.46K
|
4.75K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38- 0.06% |
$2.28K - $2.53K
|
61.5K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-39- 0.08% |
$2.34K - $2.59K
|
46.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-39- 0.23% |
$2.34K - $2.59K
|
16.8K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-39- 0.63% |
$2.34K - $2.59K
|
6.11K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.14% |
$2.4K - $2.66K
|
28.6K
$624K
|