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 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.59K- 2.79% |
$95.1K - $106K
|
55.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.59K- 17.05% |
$95.5K - $106K
|
7.75K
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.59K- 15.62% |
$95.5K - $106K
|
8.61K
$188K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.6K- 0.16% |
$95.6K - $106K
|
965K
$21.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.62K- 9.18% |
$96.8K - $107K
|
16K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.68K- 7.88% |
$101K - $112K
|
19.7K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.7K- 6.89% |
$102K - $113K
|
23K
$502K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 1.45% |
$105K - $116K
|
119K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.76K- 1.41% |
$105K - $117K
|
123K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.79K- 1.09% |
$107K - $119K
|
162K
$3.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.8K- 29.17% |
$108K - $119K
|
4.36K
$95.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.81K- 12.3% |
$109K - $121K
|
12.9K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.82K- 11.6% |
$109K - $121K
|
13.9K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.83K- 18.11% |
$110K - $122K
|
8.29K
$181K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 0.95% |
$111K - $123K
|
192K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.89K- 4.82% |
$113K - $126K
|
37.3K
$815K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.89K- 7.76% |
$113K - $126K
|
22.5K
$491K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.89K- 5.0% |
$113K - $126K
|
36K
$786K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.9K- 2.65% |
$114K - $126K
|
69.8K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-2.02K- 0.23% |
$121K - $134K
|
882K
$19.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.05K- 2.43% |
$123K - $136K
|
82.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.07K- 1.11% |
$124K - $138K
|
185K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.11K- 24.29% |
$127K - $140K
|
6.58K
$144K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.11K- 2.1% |
$127K - $141K
|
98.5K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.13K- 13.09% |
$128K - $142K
|
14.1K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.16K- 0.8% |
$129K - $143K
|
267K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.25K- 30.07% |
$135K - $150K
|
5.24K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 6.35% |
$136K - $151K
|
33.5K
$732K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.29K- 2.98% |
$137K - $153K
|
74.8K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.3K- 11.59% |
$138K - $153K
|
17.5K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 0.63% |
$138K - $153K
|
360K
$7.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.31K- 3.59% |
$138K - $153K
|
61.9K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.41K- 1.08% |
$145K - $160K
|
221K
$4.82M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49K- 45.1% |
$149K - $166K
|
3.03K
$66.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.5K- 5.36% |
$150K - $166K
|
44.1K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.52K- 1.56% |
$151K - $168K
|
159K
$3.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.54K- 1.9% |
$152K - $169K
|
131K
$2.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.62K- 3.14% |
$157K - $174K
|
80.8K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 14.34% |
$159K - $176K
|
15.8K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 6.07% |
$161K - $179K
|
41.5K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.69K- 0.71% |
$161K - $179K
|
374K
$8.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.69K- 0.97% |
$161K - $179K
|
274K
$5.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.76K- 1.45% |
$165K - $183K
|
187K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.84K- 48.17% |
$170K - $189K
|
3.05K
$66.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.96K- 25.81% |
$177K - $197K
|
8.49K
$185K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.99K- 2.18% |
$179K - $199K
|
134K
$2.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-3.1K- 1.68% |
$186K - $206K
|
182K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3.11K- 10.8% |
$186K - $207K
|
25.7K
$560K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.19K- 4.89% |
$191K - $212K
|
62.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.31K- 49.14% |
$198K - $220K
|
3.43K
$74.8K
|