Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.22K+ 199.87% |
$137K - $415K
|
9.33K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
6.18K+ 201.01% |
$136K - $413K
|
9.26K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6.17K+ 201.11% |
$136K - $412K
|
9.24K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.15K+ 178.76% |
$135K - $411K
|
9.6K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.12K+ 199.97% |
$135K - $409K
|
9.18K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.1K+ 199.93% |
$134K - $408K
|
9.15K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.07K+ 191.0% |
$134K - $406K
|
9.25K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.07K+ 200.46% |
$134K - $406K
|
9.1K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6.05K+ 200.26% |
$133K - $404K
|
9.07K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.99K+ 142.64% |
$132K - $400K
|
10.2K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.97K+ 153.73% |
$131K - $399K
|
9.86K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.95K+ 209.1% |
$131K - $398K
|
8.8K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 50.0% |
$131K - $398K
|
17.9K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.94K+ 193.77% |
$131K - $397K
|
9.01K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.86K+ 194.84% |
$129K - $391K
|
8.86K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.66KNew |
$125K - $378K
|
5.66K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.65K+ 141.75% |
$124K - $378K
|
9.64K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.5K+ 200.0% |
$121K - $368K
|
8.25K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 2.32% |
$116K - $352K
|
232K
$5.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.11K+ 200.67% |
$112K - $341K
|
7.65K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
4.9K+ 652.8% |
$108K - $327K
|
5.65K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 3012.5% |
$106K - $322K
|
4.98K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.8KNew |
$106K - $321K
|
4.8K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.79K+ 202.75% |
$105K - $320K
|
7.15K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 203.25% |
$103K - $314K
|
7.01K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.47K+ 94.16% |
$98.3K - $299K
|
9.21K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
4.38K+ 366.47% |
$96.5K - $293K
|
5.58K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.35K+ 6132.39% |
$95.8K - $291K
|
4.43K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
4.32K+ 200.0% |
$95.2K - $289K
|
6.49K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.24KNew |
$93.2K - $283K
|
4.24K
$98.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.14KNew |
$91.1K - $277K
|
4.14K
$96.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$142K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
4K+ 200.0% |
$88K - $267K
|
6K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.88K+ 199.95% |
$85.4K - $259K
|
5.82K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$82.2K - $250K
|
5.6K
$131K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.35K+ 201.14% |
$73.8K - $224K
|
5.02K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.31K+ 218.05% |
$72.9K - $221K
|
4.83K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.25K+ 200.0% |
$71.6K - $217K
|
4.88K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.01K+ 121.41% |
$66.2K - $201K
|
5.48K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97KNew |
$65.3K - $198K
|
2.97K
$69.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.97K+ 200.0% |
$65.3K - $198K
|
4.45K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.52K+ 201.12% |
$55.5K - $169K
|
3.78K
$88.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.4KNew |
$52.8K - $160K
|
2.4K
$56K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 262.81% |
$50.6K - $153K
|
3.17K
$73.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.13KNew |
$46.8K - $142K
|
2.13K
$49.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 201.06% |
$46.1K - $140K
|
3.13K
$73.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2K+ 200.0% |
$44K - $134K
|
3K
$70K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.83KNew |
$40.3K - $122K
|
1.83K
$42.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.82K+ 200.0% |
$40.1K - $122K
|
2.73K
$63.7K
|