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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.02K+ 200.1% |
$133K - $402K
|
9.03K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.99K+ 142.64% |
$132K - $400K
|
10.2K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.97K+ 153.73% |
$131K - $399K
|
9.86K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.95K+ 209.1% |
$131K - $398K
|
8.8K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 50.0% |
$131K - $398K
|
17.9K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.94K+ 193.77% |
$131K - $397K
|
9.01K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.89K+ 204.91% |
$130K - $393K
|
8.76K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 177.38% |
$129K - $393K
|
9.2K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.86K+ 194.84% |
$129K - $391K
|
8.86K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
5.74K+ 196.88% |
$126K - $383K
|
8.65K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.66KNew |
$125K - $378K
|
5.66K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.65K+ 141.75% |
$124K - $378K
|
9.64K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.52K+ 1.53% |
$122K - $369K
|
366K
$8.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.5K+ 200.0% |
$121K - $368K
|
8.25K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 2.32% |
$116K - $352K
|
232K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.17K+ 67.34% |
$114K - $346K
|
12.9K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.11K+ 200.67% |
$112K - $341K
|
7.65K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
4.9K+ 652.8% |
$108K - $327K
|
5.65K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 3012.5% |
$106K - $322K
|
4.98K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.8KNew |
$106K - $321K
|
4.8K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.79K+ 202.75% |
$105K - $320K
|
7.15K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 203.25% |
$103K - $314K
|
7.01K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.5K+ 200.0% |
$99K - $301K
|
6.75K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.47K+ 94.16% |
$98.3K - $299K
|
9.21K
$218K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.46K+ 199.73% |
$98.2K - $298K
|
6.69K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
4.38K+ 366.47% |
$96.5K - $293K
|
5.58K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.35K+ 6132.39% |
$95.8K - $291K
|
4.43K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
4.32K+ 200.0% |
$95.2K - $289K
|
6.49K
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.24KNew |
$93.2K - $283K
|
4.24K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.14KNew |
$91.1K - $277K
|
4.14K
$97.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
4K+ 200.0% |
$88K - $267K
|
6K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.91K+ 200.0% |
$86K - $261K
|
5.86K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.88K+ 199.95% |
$85.4K - $259K
|
5.82K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$82.2K - $250K
|
5.6K
$132K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.35K+ 201.14% |
$73.8K - $224K
|
5.02K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.31K+ 218.05% |
$72.9K - $221K
|
4.83K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.25K+ 200.0% |
$71.6K - $217K
|
4.88K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.25KNew |
$71.6K - $217K
|
3.25K
$76.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.01K+ 121.41% |
$66.2K - $201K
|
5.48K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.97KNew |
$65.3K - $198K
|
2.97K
$70.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.97K+ 200.0% |
$65.3K - $198K
|
4.45K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.82K+ 200.0% |
$62.1K - $188K
|
4.23K
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.57K+ 197.23% |
$56.5K - $171K
|
3.87K
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.52K+ 201.12% |
$55.5K - $169K
|
3.78K
$89.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.4KNew |
$52.8K - $160K
|
2.4K
$56.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 200.0% |
$52.5K - $159K
|
3.58K
$84.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33K+ 94.64% |
$51.3K - $156K
|
4.79K
$113K
|