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 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-243- 0.16% |
$14.6K - $16.2K
|
149K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-246- 0.82% |
$14.7K - $16.4K
|
29.7K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-247- 2.73% |
$14.8K - $16.4K
|
8.81K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-251- 2.09% |
$15K - $16.7K
|
11.7K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-252- 0.62% |
$15.1K - $16.8K
|
40.3K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-254- 1.92% |
$15.2K - $16.9K
|
13K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-262- 1.99% |
$15.7K - $17.4K
|
12.9K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264- 0.61% |
$15.8K - $17.6K
|
42.9K
$988K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-279- 4.11% |
$16.7K - $18.6K
|
6.52K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-285- 8.91% |
$17.1K - $19K
|
2.92K
$67.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-291- 3.49% |
$17.4K - $19.4K
|
8.05K
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-297- 2.36% |
$17.8K - $19.8K
|
12.3K
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-298- 0.55% |
$17.9K - $19.8K
|
53.8K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 13.04% |
$18K - $20K
|
2K
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-301- 0.54% |
$18K - $20K
|
55.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-309- 0.51% |
$18.5K - $20.6K
|
60.8K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-311- 6.78% |
$18.6K - $20.7K
|
4.27K
$98.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 3.24% |
$18.7K - $20.8K
|
9.31K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-313- 5.48% |
$18.8K - $20.8K
|
5.4K
$124K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-318- 0.44% |
$19.1K - $21.2K
|
71.4K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-322- 34.26% |
$19.3K - $21.4K
|
618
$14.2K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-327- 5.39% |
$19.6K - $21.8K
|
5.74K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-330- 8.34% |
$19.8K - $22K
|
3.63K
$83.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-331- 6.34% |
$19.8K - $22K
|
4.89K
$112K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-338- 30.67% |
$20.3K - $22.5K
|
764
$17.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-340- 2.83% |
$20.4K - $22.6K
|
11.7K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-342- 4.41% |
$20.5K - $22.7K
|
7.42K
$171K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-342- 0.68% |
$20.5K - $22.7K
|
50.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 1.17% |
$20.7K - $22.9K
|
29.1K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-351- 7.54% |
$21K - $23.3K
|
4.3K
$99K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-354- 0.55% |
$21.2K - $23.5K
|
64.5K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-359- 1.05% |
$21.5K - $23.9K
|
33.8K
$778K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-363- 0.68% |
$21.8K - $24.1K
|
53K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 0.13% |
$22.6K - $25.1K
|
300K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-380- 0.16% |
$22.8K - $25.3K
|
241K
$5.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-397- 7.48% |
$23.8K - $26.4K
|
4.91K
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-404- 5.97% |
$24.2K - $26.9K
|
6.36K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-436- 9.45% |
$26.1K - $29K
|
4.18K
$96.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-442- 5.88% |
$26.5K - $29.4K
|
7.07K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-442- 0.82% |
$26.5K - $29.4K
|
53.2K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-444- 1.06% |
$26.6K - $29.5K
|
41.4K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-448- 1.76% |
$26.8K - $29.8K
|
25K
$575K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-451- 7.52% |
$27K - $30K
|
5.55K
$128K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-458- 2.49% |
$27.4K - $30.5K
|
17.9K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-462- 46.53% |
$27.7K - $30.7K
|
531
$12.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-467- 11.95% |
$28K - $31.1K
|
3.44K
$79.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 0.85% |
$29.3K - $32.5K
|
57.2K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-495- 19.64% |
$29.7K - $32.9K
|
2.03K
$46.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 2.3% |
$30K - $33.3K
|
21.3K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500- 3.61% |
$30K - $33.3K
|
13.3K
$307K
|