Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 01, 2024 Q3 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
394
+ 0.5%
$23.6K - $26.2K
78.7K $1.81M
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
392
+ 0.24%
$23.5K - $26.1K
163K $3.76M
Nov 12, 2024 Q3 2024
Investors Research Corp

BUY
 -
392
+ 22.15%
$23.5K - $26.1K
2.16K $49.8K
Oct 23, 2024 Q3 2024
Lincoln Capital Corp

BUY
 -
385
+ 1.05%
$23.1K - $25.6K
37.1K $854K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
380
+ 0.55%
$22.8K - $25.3K
69.8K $1.61M
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
375
+ 6.5%
$22.5K - $24.9K
6.14K $141K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
366
New
$21.9K - $24.3K
366 $8.43K
Oct 11, 2024 Q3 2024
Cx Institutional

BUY
 -
360
+ 2.52%
$21.6K - $23.9K
14.6K $337K
Oct 23, 2024 Q3 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
356
+ 81.28%
$21.3K - $23.7K
794 $18.3K
Nov 01, 2024 Q3 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
351
+ 0.11%
$21K - $23.3K
322K $7.42M
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
334
+ 0.69%
$20K - $22.2K
48.5K $1.12M
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
331
+ 0.24%
$19.8K - $22K
138K $3.17M
Oct 17, 2024 Q3 2024
Altus Wealth Management, LLC

BUY
 -
327
+ 3.27%
$19.6K - $21.8K
10.3K $237K
Oct 25, 2024 Q3 2024
First Command Advisory Services, Inc.

BUY
 -
324
New
$19.4K - $21.6K
324 $7.46K
Oct 16, 2024 Q3 2024
Red Door Wealth Management, LLC

BUY
 -
323
+ 0.4%
$19.4K - $21.5K
81.4K $1.87M
Oct 18, 2024 Q3 2024
Compass Ion Advisors, LLC

BUY
 -
321
+ 0.53%
$19.2K - $21.4K
61.3K $1.41M
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
318
+ 2.26%
$19.1K - $21.2K
14.4K $331K
Nov 12, 2024 Q3 2024
Goepper Burkhardt LLC

BUY
 -
315
+ 0.09%
$18.9K - $21K
362K $8.34M
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
312
+ 11.32%
$18.7K - $20.8K
3.07K $70.6K
Oct 15, 2024 Q3 2024
Game Plan Financial Advisors, LLC

BUY
 -
310
+ 0.61%
$18.6K - $20.6K
51.3K $1.18M
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
302
+ 3.24%
$18.1K - $20.1K
9.63K $222K
Nov 13, 2024 Q3 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
300
+ 4.25%
$18K - $20K
7.36K $169K
Oct 30, 2024 Q3 2024
Jnba Financial Advisors

BUY
 -
300
+ 82.42%
$18K - $20K
664 $15.3K
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
300
+ 0.73%
$18K - $20K
41.5K $956K
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
292
+ 5.62%
$17.5K - $19.4K
5.49K $126K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
273
+ 3.37%
$16.4K - $18.2K
8.36K $192K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
268
+ 1.73%
$16.1K - $17.8K
15.7K $362K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
256
New
$15.3K - $17K
256 $5.89K
Oct 21, 2024 Q3 2024
Total Clarity Wealth Management, Inc.

BUY
 -
252
+ 4.76%
$15.1K - $16.8K
5.55K $128K
Oct 25, 2024 Q3 2024
Cutter & CO Brokerage, Inc.

BUY
 -
252
+ 5.77%
$15.1K - $16.8K
4.62K $106K
Oct 15, 2024 Q3 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
252
+ 0.42%
$15.1K - $16.8K
59.7K $1.37M
Nov 12, 2024 Q3 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
250
+ 7.76%
$15K - $16.6K
3.47K $79.9K
Oct 21, 2024 Q3 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
243
+ 2.61%
$14.6K - $16.2K
9.56K $220K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
234
+ 246.32%
$14K - $15.6K
329 $7.57K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
229
+ 2.78%
$13.7K - $15.2K
8.46K $195K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
211
+ 0.32%
$12.6K - $14K
66.4K $1.53M
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
207
New
$12.4K - $13.8K
207 $4.77K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
204
+ 0.33%
$12.2K - $13.6K
61.6K $1.42M
Oct 15, 2024 Q3 2024
Gleason Group, Inc.

BUY
 -
203
+ 0.67%
$12.2K - $13.5K
30.7K $707K
Nov 12, 2024 Q3 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
200
+ 1.89%
$12K - $13.3K
10.8K $248K
Jan 15, 2025 Q3 2024
Pflug Koory, LLC

BUY
 -
200
+ 4.77%
$12K - $13.3K
4.39K $101K
Oct 07, 2024 Q3 2024
Evanson Asset Management, LLC

BUY
 -
198
+ 1.79%
$11.9K - $13.2K
11.3K $260K
Oct 10, 2024 Q3 2024
Carnegie Capital Asset Management, LLC

BUY
 -
195
+ 1.48%
$11.7K - $13K
13.4K $308K
Nov 08, 2024 Q3 2024
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
194
+ 55.43%
$11.6K - $12.9K
544 $12.5K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
190
+ 2.44%
$11.4K - $12.6K
7.96K $183K
Oct 18, 2024 Q3 2024
Evolution Advisers, Inc.

BUY
 -
189
+ 14.22%
$11.3K - $12.6K
1.52K $34.9K
Oct 24, 2024 Q3 2024
Summit Place Financial Advisors, LLC

BUY
 -
185
+ 1.49%
$11.1K - $12.3K
12.6K $290K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
185
+ 0.64%
$11.1K - $12.3K
29.2K $672K
Oct 08, 2024 Q3 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
183
+ 1.38%
$11K - $12.2K
13.5K $310K

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