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 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-915- 1.43% |
$54.8K - $60.9K
|
62.9K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-916- 1.05% |
$54.9K - $60.9K
|
86.7K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-927- 2.55% |
$55.6K - $61.7K
|
35.4K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-927- 13.51% |
$55.6K - $61.7K
|
5.93K
$130K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-952- 20.16% |
$57.1K - $63.3K
|
3.77K
$82.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-954- 3.05% |
$57.2K - $63.5K
|
30.3K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-955- 1.7% |
$57.2K - $63.5K
|
55.1K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-982- 2.73% |
$58.9K - $65.3K
|
35K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 12.56% |
$60.5K - $67.1K
|
7.03K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.02K- 2.73% |
$61.1K - $67.9K
|
36.3K
$793K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.04K- 1.79% |
$62.3K - $69.2K
|
57.1K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.05K- 4.82% |
$62.7K - $69.6K
|
20.7K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.05K- 0.89% |
$63K - $69.9K
|
118K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.57% |
$63.2K - $70.2K
|
66.1K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.06K- 0.52% |
$63.4K - $70.4K
|
203K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 12.15% |
$63.7K - $70.7K
|
7.69K
$168K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.07K- 1.6% |
$64.3K - $71.4K
|
65.8K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 1.87% |
$64.8K - $71.9K
|
56.6K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.1K- 4.64% |
$65.7K - $72.9K
|
22.5K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.12K- 0.41% |
$66.8K - $74.2K
|
268K
$5.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 4.77% |
$66.9K - $74.2K
|
22.3K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.13K- 2.61% |
$67.8K - $75.2K
|
42.2K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 5.14% |
$68.1K - $75.6K
|
21K
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.15K- 6.08% |
$69.2K - $76.8K
|
17.8K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.16K- 8.52% |
$69.3K - $76.9K
|
12.4K
$271K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.16K- 1.16% |
$69.4K - $77K
|
98.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.17K- 1.57% |
$69.8K - $77.5K
|
73K
$1.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 3.41% |
$72.4K - $80.4K
|
34.2K
$747K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 2.6% |
$74K - $82.1K
|
46.3K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$74K - $82.1K
|
40.7K
$889K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 11.16% |
$74.1K - $82.3K
|
9.85K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.27K- 3.46% |
$76.1K - $84.4K
|
35.4K
$773K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.27K- 4.25% |
$76.3K - $84.7K
|
28.7K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 24.48% |
$77.4K - $85.9K
|
3.99K
$87K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 0.85% |
$77.4K - $85.9K
|
151K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.61% |
$77.5K - $86K
|
210K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 22.28% |
$79.9K - $88.7K
|
4.65K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.42K- 0.55% |
$84.9K - $94.2K
|
256K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.44K- 1.03% |
$86.5K - $96.1K
|
139K
$3.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.45K- 8.52% |
$86.6K - $96.1K
|
15.5K
$339K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.48K- 4.38% |
$88.9K - $98.7K
|
32.4K
$707K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.52K- 26.02% |
$91K - $101K
|
4.32K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.54K- 5.59% |
$92.5K - $103K
|
26.1K
$569K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 0.9% |
$92.8K - $103K
|
171K
$3.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.55K- 9.79% |
$93K - $103K
|
14.3K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.56K- 2.36% |
$93.4K - $104K
|
64.4K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.56K- 5.63% |
$93.6K - $104K
|
26.2K
$571K
|