Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.62M+ 37033.09% |
$96.8M - $107M
|
1.62M
$37.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
928K+ 193.94% |
$55.6M - $61.7M
|
1.41M
$32.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
817K+ 195.43% |
$49M - $54.4M
|
1.24M
$28.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
576K+ 196.44% |
$34.5M - $38.3M
|
869K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
565KNew |
$33.8M - $37.6M
|
565K
$12.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
556K+ 6850.69% |
$33.3M - $37M
|
564K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
467K+ 214.29% |
$28M - $31.1M
|
685K
$15.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
365K+ 225.2% |
$21.9M - $24.3M
|
528K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
353KNew |
$21.1M - $23.5M
|
353K
$8.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
320K+ 38.17% |
$19.2M - $21.3M
|
1.16M
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
299K+ 487.09% |
$17.9M - $19.9M
|
361K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
277KNew |
$16.6M - $18.5M
|
277K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
191K+ 7.75% |
$11.5M - $12.7M
|
2.66M
$60.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
175K+ 88.28% |
$10.5M - $11.6M
|
373K
$8.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
168K+ 4.59% |
$10.1M - $11.2M
|
3.82M
$87.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
165KNew |
$9.89M - $11M
|
165K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
152K+ 12.2% |
$9.13M - $10.1M
|
1.4M
$32.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
152K+ 201.74% |
$9.09M - $10.1M
|
227K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
146K+ 23.54% |
$8.75M - $9.71M
|
766K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
115K+ 6.55% |
$6.87M - $7.63M
|
1.87M
$42.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
111K+ 4.04% |
$6.67M - $7.4M
|
2.86M
$65.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 173.86% |
$6.48M - $7.19M
|
170K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
94.4K+ 197.77% |
$5.66M - $6.28M
|
142K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88.6K+ 8.33% |
$5.31M - $5.9M
|
1.15M
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.5K+ 84.62% |
$5.18M - $5.75M
|
189K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
81.9K+ 10.75% |
$4.91M - $5.45M
|
844K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
81.1K+ 374.94% |
$4.86M - $5.39M
|
103K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76KNew |
$4.55M - $5.05M
|
76K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
74.7K+ 10.04% |
$4.48M - $4.97M
|
818K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63.9K+ 83.65% |
$3.83M - $4.25M
|
140K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61.4K+ 13.71% |
$3.68M - $4.09M
|
509K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
56.4K+ 2.21% |
$3.38M - $3.75M
|
2.61M
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 14.62% |
$3.17M - $3.52M
|
415K
$9.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48.9K+ 216.19% |
$2.93M - $3.25M
|
71.5K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
48.1KNew |
$2.88M - $3.2M
|
48.1K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
47.4K+ 6.05% |
$2.84M - $3.15M
|
831K
$19M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.1KNew |
$2.76M - $3.06M
|
46.1K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45.5K+ 12.95% |
$2.72M - $3.02M
|
396K
$9.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40.7K+ 226.48% |
$2.44M - $2.71M
|
58.7K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39.5K+ 201.29% |
$2.37M - $2.63M
|
59.1K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
38.8K+ 1.29% |
$2.33M - $2.58M
|
3.06M
$70M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.7K+ 4.28% |
$2.14M - $2.38M
|
870K
$19.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.7K+ 5.43% |
$1.96M - $2.18M
|
635K
$14.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32K+ 25.14% |
$1.91M - $2.13M
|
159K
$3.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
31.4K+ 160.51% |
$1.88M - $2.09M
|
51K
$1.17M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.9KNew |
$1.85M - $2.06M
|
30.9K
$709K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.3K+ 292.99% |
$1.7M - $1.88M
|
38K
$870K
|