Purchases and Sales Made in Q4 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 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 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
384
New
$8.45K - $25.7K
384 $9.32K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
376
+ 200.0%
$8.28K - $25.1K
564 $13.7K
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
354
New
$7.79K - $23.7K
354 $8.6K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
336
+ 201.2%
$7.4K - $22.5K
503 $12.2K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
328
+ 200.0%
$7.22K - $21.9K
492 $11.9K
Feb 11, 2025 Q4 2024
Optimum Investment Advisors

BUY
 -
324
+ 200.0%
$7.13K - $21.6K
486 $11.8K
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
320
+ 200.0%
$7.04K - $21.4K
480 $11.7K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
300
+ 200.0%
$6.6K - $20K
450 $10.9K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
280
+ 200.0%
$6.16K - $18.7K
420 $10.2K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
276
New
$6.07K - $18.4K
276 $6.7K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
258
+ 69.73%
$5.68K - $17.2K
628 $15.2K
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
256
+ 201.57%
$5.63K - $17.1K
383 $9.3K
Jan 30, 2025 Q4 2024
Newman Dignan & Sheerar, Inc.

BUY
 -
206
+ 0.29%
$4.53K - $13.8K
71.7K $1.74M
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
198
New
$4.36K - $13.2K
198 $4.81K
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
184
+ 200.0%
$4.05K - $12.3K
276 $6.7K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
181
New
$3.98K - $12.1K
181 $4.39K
Feb 11, 2025 Q4 2024
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
180
New
$3.96K - $12K
180 $4.37K
Jan 14, 2025 Q4 2024
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
176
+ 200.0%
$3.87K - $11.8K
264 $6.41K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
166
+ 193.02%
$3.65K - $11.1K
252 $6.12K
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
166
+ 332.0%
$3.65K - $11.1K
216 $5.24K
Jan 15, 2025 Q4 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
162
+ 0.43%
$3.57K - $10.8K
38.2K $928K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
156
New
$3.43K - $10.4K
156 $3.79K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
139
+ 339.02%
$3.06K - $9.29K
180 $4.37K
Jul 14, 2025 Q4 2024
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
138
+ 58.97%
$3.04K - $9.22K
372 $9.03K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
135
+ 201.49%
$2.97K - $9.02K
202 $4.9K
Feb 07, 2025 Q4 2024
Hopwood Financial Services, Inc.

Reston, VA
BUY
 -
132
New
$2.91K - $8.82K
132 $3.2K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
131
+ 1310.0%
$2.88K - $8.75K
141 $3.42K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
128
New
$2.82K - $8.55K
128 $3.11K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
120
+ 200.0%
$2.64K - $8.02K
180 $4.37K
Jan 24, 2025 Q4 2024
Rice Partnership, LLC

BUY
 -
109
+ 198.18%
$2.4K - $7.28K
164 $3.98K
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
84
+ 200.0%
$1.85K - $5.61K
126 $3.06K
Jul 14, 2025 Q4 2024
Venture Visionary Partners LLC

BUY
 -
81
+ 0.04%
$1.78K - $5.41K
197K $4.78M
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
80
+ 200.0%
$1.76K - $5.35K
120 $2.91K
Feb 13, 2025 Q4 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
78
+ 1300.0%
$1.72K - $5.21K
84 $2.04K
Jan 07, 2025 Q4 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
60
New
$1.32K - $4.01K
60 $1.46K
May 09, 2025 Q4 2024
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
60
New
$1.32K - $4.01K
60 $1.46K
Feb 14, 2025 Q4 2024
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
56
+ 200.0%
$1.23K - $3.74K
84 $2.04K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
54
New
$1.19K - $3.61K
54 $1.31K
Feb 13, 2025 Q4 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
54
New
$1.19K - $3.61K
54 $1.31K
Feb 13, 2025 Q4 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
54
New
$1.19K - $3.61K
54 $1.31K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
44
+ 200.0%
$968 - $2.94K
66 $1.6K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
41
New
$902 - $2.74K
41 $995
Feb 14, 2025 Q4 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
39
+ 11.85%
$858 - $2.61K
368 $8.94K
Jan 15, 2025 Q4 2024
Astoria Portfolio Advisors Llc.

BUY
 -
9
+ 0.09%
$198 - $601
10.2K $247K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
6
New
$132 - $401
6 $146
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2
+ 0.02%
$44 - $134
11.4K $277K
Jan 14, 2025 Q4 2024
Ifs Advisors, LLC

BUY
 -
1
New
$22 - $66.8
1 $24.3
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1
New
$22 - $66.8
1 $24.3
Apr 23, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
SELL
 -
-1
- -0.0%
$22 - $66.8
952K $23.1M

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