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 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25.7K+ 198.4% |
$566K - $1.72M
|
38.7K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25.3K+ 176.11% |
$558K - $1.69M
|
39.7K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
25K+ 344.77% |
$550K - $1.67M
|
32.3K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
24.9K+ 200.42% |
$548K - $1.66M
|
37.3K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.5K+ 197.06% |
$539K - $1.64M
|
36.9K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.3K+ 199.82% |
$535K - $1.62M
|
36.5K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
24.3KNew |
$535K - $1.62M
|
24.3K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3K+ 200.03% |
$534K - $1.62M
|
36.4K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24K+ 170.36% |
$527K - $1.6M
|
38K
$887K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
23.9K+ 185.02% |
$526K - $1.6M
|
36.8K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23.8K+ 200.23% |
$523K - $1.59M
|
35.6K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
23.7K+ 201.02% |
$522K - $1.59M
|
35.5K
$829K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$822K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
23.2K+ 200.28% |
$511K - $1.55M
|
34.8K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 199.98% |
$506K - $1.54M
|
34.5K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23K+ 200.0% |
$506K - $1.54M
|
34.5K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
22.7KNew |
$500K - $1.52M
|
22.7K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
22.7K+ 200.69% |
$499K - $1.52M
|
34K
$792K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.6K+ 200.26% |
$497K - $1.51M
|
33.9K
$790K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 218.38% |
$496K - $1.51M
|
32.9K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 217.14% |
$493K - $1.5M
|
32.7K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.4K+ 166.14% |
$492K - $1.49M
|
35.8K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
21.8K+ 177.32% |
$480K - $1.46M
|
34.1K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
21.8K+ 216.17% |
$480K - $1.46M
|
31.9K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.5KNew |
$474K - $1.44M
|
21.5K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.3K+ 205.43% |
$469K - $1.42M
|
31.7K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
21.2K+ 200.0% |
$467K - $1.42M
|
31.8K
$742K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20.8K+ 178.47% |
$458K - $1.39M
|
32.5K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
20.7K+ 200.9% |
$456K - $1.38M
|
31K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
20.7K+ 249.17% |
$455K - $1.38M
|
29K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.4K+ 201.05% |
$448K - $1.36M
|
30.5K
$711K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.3K+ 393.88% |
$447K - $1.36M
|
25.5K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.3K+ 218.33% |
$447K - $1.36M
|
29.6K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.1K+ 242.25% |
$442K - $1.34M
|
28.4K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.1K+ 196.32% |
$441K - $1.34M
|
30.3K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$700K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.8KNew |
$435K - $1.32M
|
19.8K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19.6K+ 200.0% |
$431K - $1.31M
|
29.4K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.5K+ 190.05% |
$430K - $1.31M
|
29.8K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 194.87% |
$422K - $1.28M
|
29K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19.1KNew |
$421K - $1.28M
|
19.1K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
18.9K+ 198.02% |
$417K - $1.26M
|
28.5K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.9K+ 193.56% |
$415K - $1.26M
|
28.6K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
18.5K+ 201.61% |
$407K - $1.24M
|
27.7K
$645K
|