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 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.78K+ 2.82% |
$166K - $185K
|
101K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.77K+ 3.78% |
$166K - $184K
|
76.1K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 6.91% |
$166K - $184K
|
42.8K
$984K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.75KNew |
$165K - $183K
|
2.75K
$63.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 0.96% |
$159K - $177K
|
280K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.69% |
$156K - $173K
|
73K
$1.68M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.6K+ 0.82% |
$156K - $173K
|
319K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
2.32K+ 0.82% |
$139K - $155K
|
285K
$6.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.31K+ 4.99% |
$139K - $154K
|
48.7K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.27K+ 1.78% |
$136K - $151K
|
130K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.26K+ 6.84% |
$136K - $150K
|
35.3K
$813K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 0.56% |
$134K - $148K
|
399K
$9.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.22K+ 1.87% |
$133K - $147K
|
121K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.12K+ 1.33% |
$127K - $141K
|
161K
$3.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.07K+ 1.19% |
$124K - $138K
|
176K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03K+ 5.01% |
$122K - $135K
|
42.6K
$980K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2.03K+ 7.03% |
$121K - $135K
|
30.8K
$710K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 5.22% |
$120K - $134K
|
40.5K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2K+ 38.14% |
$120K - $133K
|
7.23K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.93K+ 13.84% |
$116K - $128K
|
15.9K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 3.44% |
$112K - $124K
|
56K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.86K+ 5.75% |
$111K - $124K
|
34.2K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.78K+ 8.82% |
$107K - $118K
|
22K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.67K+ 3.7% |
$100K - $111K
|
46.9K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.65K+ 1.45% |
$99K - $110K
|
116K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.61K+ 6.28% |
$96.3K - $107K
|
27.2K
$626K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 1.84% |
$91K - $101K
|
84K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.93% |
$90.8K - $101K
|
40.1K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.49KNew |
$89.5K - $99.4K
|
1.49K
$34.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48K+ 6.01% |
$88.8K - $98.6K
|
26.2K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.45K+ 1.63% |
$86.9K - $96.5K
|
90.6K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 1.47% |
$86.6K - $96.1K
|
100K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.4K+ 2.11% |
$83.9K - $93.1K
|
67.7K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.4K+ 3.47% |
$83.7K - $92.9K
|
41.6K
$957K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.39K+ 30.26% |
$83.4K - $92.5K
|
5.99K
$138K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.38K+ 1.11% |
$82.7K - $91.8K
|
126K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.36K+ 33.81% |
$81.7K - $90.7K
|
5.39K
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 5.27% |
$78.1K - $86.7K
|
26.1K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 1.52% |
$77.9K - $86.5K
|
87K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 0.63% |
$76.5K - $84.9K
|
204K
$4.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 6.79% |
$74.7K - $83K
|
19.6K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.22K+ 6.73% |
$73.1K - $81.2K
|
19.3K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.17K+ 16.54% |
$69.8K - $77.5K
|
8.21K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.37% |
$66.3K - $73.6K
|
26.5K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 1.24% |
$65.4K - $72.6K
|
89.2K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.08K+ 27.25% |
$64.9K - $72K
|
5.06K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.08K+ 73.13% |
$64.4K - $71.5K
|
2.55K
$58.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 33.17% |
$64.1K - $71.1K
|
4.29K
$98.8K
|