Purchases and Sales Made in Q1 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 Q1 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
Aug 13, 2024 Q1 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
4.62K
+ 8.18%
$253K - $282K
61.1K $1.38M
Apr 15, 2024 Q1 2024
Papp L Roy & Associates

BUY
 -
4.51K
+ 10.51%
$246K - $275K
47.4K $1.07M
May 09, 2024 Q1 2024
Councilmark Asset Management, LLC

Knoxville, TN
BUY
 -
4.43K
New
$242K - $270K
4.43K $99.7K
Apr 10, 2024 Q1 2024
Buckingham Capital Management, Inc.

BUY
 -
4.38K
+ 0.82%
$239K - $268K
540K $12.2M
Apr 22, 2024 Q1 2024
New Perspectives, Inc

Tougaloo, MS
BUY
 -
4.36K
New
$238K - $266K
4.36K $98.2K
May 13, 2024 Q1 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
4.12K
+ 1.7%
$225K - $251K
246K $5.54M
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.11K
+ 5.98%
$224K - $251K
72.9K $1.64M
May 20, 2024 Q1 2024
Adams Wealth Management

BUY
 -
3.97K
+ 13.09%
$217K - $242K
34.3K $771K
Apr 22, 2024 Q1 2024
Main Street Financial Solutions, LLC

BUY
 -
3.96K
+ 3.53%
$216K - $242K
116K $2.61M
May 14, 2024 Q1 2024
Glenview Trust CO

Louisville, KY
BUY
 -
3.9K
New
$213K - $238K
3.9K $87.8K
Apr 09, 2024 Q1 2024
Ellenbecker Investment Group

BUY
 -
3.82K
New
$209K - $233K
3.82K $86K
May 14, 2024 Q1 2024
Lokken Investment Group LLC

BUY
 -
3.82K
+ 10.14%
$209K - $233K
41.5K $935K
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
3.8K
+ 3.05%
$208K - $232K
128K $2.89M
Apr 26, 2024 Q1 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
3.8K
+ 7.75%
$207K - $232K
52.8K $1.19M
Apr 22, 2024 Q1 2024
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
3.73K
+ 11.19%
$204K - $228K
37K $833K
Apr 09, 2024 Q1 2024
Foster Group, Inc.

BUY
 -
3.67K
+ 12.6%
$200K - $224K
32.8K $738K
May 01, 2024 Q1 2024
James Investment Research Inc

BUY
 -
3.61K
+ 14.13%
$197K - $221K
29.2K $657K
May 10, 2024 Q1 2024
Alley Investment Management Company, LLC

BUY
 -
3.56K
New
$195K - $217K
3.56K $80.1K
Apr 17, 2024 Q1 2024
Winthrop Advisory Group LLC

BUY
 -
3.55K
+ 0.92%
$194K - $217K
392K $8.81M
May 14, 2024 Q1 2024
Wellington Wealth Strategies, Llc.

Indianapolis, IN
BUY
 -
3.55K
New
$194K - $216K
3.55K $79.8K
May 14, 2024 Q1 2024
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
3.53K
New
$193K - $216K
3.53K $79.4K
Apr 25, 2024 Q1 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
3.52K
+ 1.19%
$192K - $215K
300K $6.74M
May 08, 2024 Q1 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
3.51K
New
$192K - $214K
3.51K $79K
Apr 09, 2024 Q1 2024
Act Wealth Management, LLC

BUY
 -
3.51K
New
$192K - $214K
3.51K $78.9K
May 10, 2024 Q1 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
3.48K
New
$190K - $213K
3.48K $78.4K
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3.48K
New
$190K - $212K
3.48K $78.2K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.48K
New
$190K - $212K
3.48K $78.2K
May 13, 2024 Q1 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
3.48K
New
$190K - $212K
3.48K $78.2K
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
3.47K
New
$190K - $212K
3.47K $78.2K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
3.47K
+ 1.7%
$190K - $212K
208K $4.68M
May 03, 2024 Q1 2024
Lyell Wealth Management, LP

BUY
 -
3.46K
New
$189K - $211K
3.46K $77.8K
Apr 23, 2024 Q1 2024
Mc Adam, LLC

BUY
 -
3.45K
+ 26.22%
$189K - $211K
16.6K $374K
May 10, 2024 Q1 2024
Empirical Asset Management, LLC

BUY
 -
3.43K
New
$187K - $209K
3.43K $77.1K
May 08, 2024 Q1 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
3.43K
New
$187K - $209K
3.43K $77.1K
May 13, 2024 Q1 2024
Hc Advisors, LLC

BUY
 -
3.4K
New
$185K - $207K
3.4K $76.4K
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
3.39K
New
$185K - $207K
3.39K $76.3K
May 15, 2024 Q1 2024
Silver Coast Investments LLC

San Diego, X1
BUY
 -
3.39K
New
$185K - $207K
3.39K $76.2K
May 15, 2024 Q1 2024
Treynor Bancshares, Inc.

BUY
 -
3.37K
New
$184K - $206K
3.37K $75.9K
May 13, 2024 Q1 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
3.37K
New
$184K - $206K
3.37K $75.8K
May 03, 2024 Q1 2024
Noesis Capital Mangement Corp

BUY
 -
3.37K
New
$184K - $205K
3.37K $75.7K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
3.37K
New
$184K - $205K
3.37K $75.7K
May 15, 2024 Q1 2024
Stephens Inc

BUY
 -
3.36K
New
$184K - $205K
3.36K $75.6K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
3.36K
New
$184K - $205K
3.36K $75.6K
May 15, 2024 Q1 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
3.34K
New
$183K - $204K
3.34K $75.2K
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
3.34K
New
$182K - $204K
3.34K $75.2K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.34K
New
$182K - $204K
3.34K $75.1K
Apr 26, 2024 Q1 2024
Trevian Wealth Management LLC

BUY
 -
3.33K
New
$182K - $203K
3.33K $75K
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
3.31K
New
$181K - $202K
3.31K $74.5K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.31K
New
$181K - $202K
3.31K $74.5K

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