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 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-495- 19.64% |
$29.7K - $32.9K
|
2.03K
$44.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500- 3.61% |
$30K - $33.3K
|
13.3K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 2.3% |
$30K - $33.3K
|
21.3K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-518- 1.43% |
$31K - $34.5K
|
35.7K
$779K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-525- 4.79% |
$31.5K - $34.9K
|
10.4K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 0.82% |
$32.7K - $36.3K
|
65.6K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 10.42% |
$34.2K - $38K
|
4.91K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-585- 45.53% |
$35.1K - $38.9K
|
700
$15.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-595- 1.24% |
$35.7K - $39.6K
|
47.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-598- 1.87% |
$35.8K - $39.8K
|
31.4K
$686K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-620- 1.72% |
$37.2K - $41.2K
|
35.3K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-633- 32.73% |
$37.9K - $42.1K
|
1.3K
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-646- 9.69% |
$38.7K - $43K
|
6.02K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-656- 12.3% |
$39.3K - $43.6K
|
4.68K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-665- 1.21% |
$39.9K - $44.2K
|
54.1K
$1.18M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-668- 0.44% |
$40K - $44.4K
|
150K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-669- 3.93% |
$40.1K - $44.5K
|
16.4K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-674- 1.76% |
$40.4K - $44.8K
|
37.6K
$820K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-680- 5.3% |
$40.8K - $45.2K
|
12.1K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-681- 10.83% |
$40.8K - $45.3K
|
5.61K
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-681- 13.28% |
$40.8K - $45.3K
|
4.45K
$97.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-691- 5.41% |
$41.4K - $46K
|
12.1K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-691- 7.75% |
$41.4K - $46K
|
8.23K
$180K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-700- 9.6% |
$42K - $46.6K
|
6.6K
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-709- 3.06% |
$42.5K - $47.2K
|
22.5K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-715- 0.85% |
$42.8K - $47.6K
|
82.9K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-716- 1.59% |
$42.9K - $47.6K
|
44.4K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-732- 3.06% |
$43.9K - $48.7K
|
23.2K
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-743- 7.5% |
$44.5K - $49.4K
|
9.17K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-746- 3.98% |
$44.7K - $49.6K
|
18K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-765- 2.42% |
$45.8K - $50.9K
|
30.8K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-770- 0.88% |
$46.1K - $51.2K
|
87.1K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-776- 2.34% |
$46.5K - $51.6K
|
32.4K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 8.69% |
$46.5K - $51.6K
|
8.15K
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-782- 8.39% |
$46.9K - $52K
|
8.54K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-787- 0.63% |
$47.2K - $52.4K
|
124K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 17.73% |
$47.2K - $52.4K
|
3.65K
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-788- 2.33% |
$47.2K - $52.4K
|
33.1K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-793- 2.17% |
$47.5K - $52.8K
|
35.7K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-804- 0.09% |
$48.2K - $53.5K
|
935K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-804- 1.65% |
$48.2K - $53.5K
|
48K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-808- 73.25% |
$48.4K - $53.7K
|
295
$6.44K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-830- 3.13% |
$49.7K - $55.2K
|
25.7K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-834- 4.34% |
$50K - $55.5K
|
18.4K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-839- 4.75% |
$50.3K - $55.8K
|
16.8K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-850- 3.79% |
$50.9K - $56.5K
|
21.6K
$472K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-859- 15.65% |
$51.5K - $57.1K
|
4.63K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-864- 1.44% |
$51.8K - $57.5K
|
58.9K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-892- 0.55% |
$53.5K - $59.3K
|
162K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-900- 8.02% |
$53.9K - $59.9K
|
10.3K
$225K
|