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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.03% |
$59.9 - $66.5
|
3.74K
$86.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.04% |
$59.9 - $66.5
|
2.36K
$55K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.48% |
$59.9 - $66.5
|
209
$4.86K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.42% |
$59.9 - $66.5
|
237
$5.51K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$59.9 - $66.5
|
415
$9.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.01% |
$59.9 - $66.5
|
13.2K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$59.9 - $66.5
|
4.19K
$97.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.79% |
$59.9 - $66.5
|
127
$2.95K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-1- 0.02% |
$59.9 - $66.5
|
5.65K
$131K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.44% |
$59.9 - $66.5
|
40
$930
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
12.1K
$282K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
11K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2- 0.03% |
$120 - $133
|
6.22K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$3.07K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.12% |
$120 - $133
|
1.67K
$38.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3- 0.07% |
$180 - $200
|
4.14K
$96.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4- 0.83% |
$240 - $266
|
477
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 3.03% |
$300 - $333
|
160
$3.72K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.16% |
$479 - $532
|
5.11K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.12% |
$539 - $599
|
7.23K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.33% |
$659 - $732
|
3.32K
$77.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-11- 0.31% |
$659 - $732
|
3.55K
$82.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12- 0.08% |
$719 - $798
|
14.7K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14- 0.24% |
$839 - $931
|
5.9K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-15- 0.1% |
$899 - $998
|
15.6K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-16- 0.38% |
$959 - $1.06K
|
4.17K
$97K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-16- 0.23% |
$959 - $1.06K
|
6.9K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-18- 0.55% |
$1.08K - $1.2K
|
3.26K
$75.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.3% |
$1.2K - $1.33K
|
6.64K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.29% |
$1.32K - $1.46K
|
7.44K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$1.32K - $1.46K
|
57.5K
$1.34M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-24- 0.28% |
$1.44K - $1.6K
|
8.42K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-29- 0.35% |
$1.74K - $1.93K
|
8.26K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-32- 0.1% |
$1.92K - $2.13K
|
33.5K
$778K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 3.97% |
$1.92K - $2.13K
|
774
$18K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-33- 0.7% |
$1.98K - $2.2K
|
4.68K
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-37- 0.77% |
$2.22K - $2.46K
|
4.75K
$110K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38- 0.06% |
$2.28K - $2.53K
|
61.5K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-39- 0.63% |
$2.34K - $2.59K
|
6.11K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-39- 0.23% |
$2.34K - $2.59K
|
16.8K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-39- 0.08% |
$2.34K - $2.59K
|
46.8K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.14% |
$2.4K - $2.66K
|
28.6K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-41- 0.25% |
$2.46K - $2.73K
|
16.5K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.59% |
$2.76K - $3.06K
|
7.77K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.88% |
$2.76K - $3.06K
|
5.21K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49- 0.39% |
$2.94K - $3.26K
|
12.4K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.47% |
$3K - $3.33K
|
10.6K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.29% |
$3K - $3.33K
|
17.1K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 1.94% |
$3K - $3.33K
|
2.53K
$58.9K
|