Purchases and Sales Made in Q3 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 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 23, 2024 Q3 2024
Lincoln Capital Corp

BUY
 -
385
+ 1.05%
$23.1K - $25.6K
37.1K $863K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
380
+ 0.55%
$22.8K - $25.3K
69.8K $1.62M
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
375
+ 6.5%
$22.5K - $24.9K
6.14K $143K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
366
New
$21.9K - $24.3K
366 $8.51K
Oct 11, 2024 Q3 2024
Cx Institutional

BUY
 -
360
+ 2.52%
$21.6K - $23.9K
14.6K $340K
Oct 23, 2024 Q3 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
356
+ 81.28%
$21.3K - $23.7K
794 $18.5K
Nov 01, 2024 Q3 2024
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
351
+ 0.11%
$21K - $23.3K
322K $7.49M
Oct 22, 2024 Q3 2024
Index Fund Advisors, Inc.

BUY
 -
342
+ 6.88%
$20.5K - $22.7K
5.32K $124K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
334
+ 0.69%
$20K - $22.2K
48.5K $1.13M
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
331
+ 0.24%
$19.8K - $22K
138K $3.21M
Oct 25, 2024 Q3 2024
First Command Advisory Services, Inc.

BUY
 -
324
New
$19.4K - $21.6K
324 $7.54K
Oct 16, 2024 Q3 2024
Red Door Wealth Management, LLC

BUY
 -
323
+ 0.4%
$19.4K - $21.5K
81.4K $1.89M
Oct 18, 2024 Q3 2024
Compass Ion Advisors, LLC

BUY
 -
321
+ 0.53%
$19.2K - $21.4K
61.3K $1.43M
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
318
+ 2.26%
$19.1K - $21.2K
14.4K $335K
Nov 12, 2024 Q3 2024
Goepper Burkhardt LLC

BUY
 -
315
+ 0.09%
$18.9K - $21K
362K $8.43M
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
312
+ 11.32%
$18.7K - $20.8K
3.07K $71.3K
Oct 15, 2024 Q3 2024
Game Plan Financial Advisors, LLC

BUY
 -
310
+ 0.61%
$18.6K - $20.6K
51.3K $1.19M
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
302
+ 3.24%
$18.1K - $20.1K
9.63K $224K
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
300
+ 0.73%
$18K - $20K
41.5K $966K
Nov 13, 2024 Q3 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
300
+ 4.25%
$18K - $20K
7.36K $171K
Oct 30, 2024 Q3 2024
Jnba Financial Advisors

BUY
 -
300
+ 82.42%
$18K - $20K
664 $15.4K
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
292
+ 5.62%
$17.5K - $19.4K
5.49K $128K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
273
+ 3.37%
$16.4K - $18.2K
8.36K $195K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
268
+ 1.73%
$16.1K - $17.8K
15.7K $366K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
256
New
$15.3K - $17K
256 $5.95K
Oct 25, 2024 Q3 2024
Cutter & CO Brokerage, Inc.

BUY
 -
252
+ 5.77%
$15.1K - $16.8K
4.62K $108K
Oct 21, 2024 Q3 2024
Total Clarity Wealth Management, Inc.

BUY
 -
252
+ 4.76%
$15.1K - $16.8K
5.55K $129K
Oct 15, 2024 Q3 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
252
+ 0.42%
$15.1K - $16.8K
59.7K $1.39M
Nov 12, 2024 Q3 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
250
+ 7.76%
$15K - $16.6K
3.47K $80.7K
Oct 21, 2024 Q3 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
243
+ 2.61%
$14.6K - $16.2K
9.56K $222K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
234
+ 246.32%
$14K - $15.6K
329 $7.65K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
229
+ 2.78%
$13.7K - $15.2K
8.46K $197K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
211
+ 0.32%
$12.6K - $14K
66.4K $1.54M
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
207
New
$12.4K - $13.8K
207 $4.81K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
204
+ 0.33%
$12.2K - $13.6K
61.6K $1.43M
Oct 15, 2024 Q3 2024
Gleason Group, Inc.

BUY
 -
203
+ 0.67%
$12.2K - $13.5K
30.7K $714K
Nov 12, 2024 Q3 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
200
+ 1.89%
$12K - $13.3K
10.8K $251K
Oct 07, 2024 Q3 2024
Evanson Asset Management, LLC

BUY
 -
198
+ 1.79%
$11.9K - $13.2K
11.3K $262K
Oct 10, 2024 Q3 2024
Carnegie Capital Asset Management, LLC

BUY
 -
195
+ 1.48%
$11.7K - $13K
13.4K $311K
Nov 08, 2024 Q3 2024
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
194
+ 55.43%
$11.6K - $12.9K
544 $12.7K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
190
+ 2.44%
$11.4K - $12.6K
7.96K $185K
Oct 18, 2024 Q3 2024
Evolution Advisers, Inc.

BUY
 -
189
+ 14.22%
$11.3K - $12.6K
1.52K $35.3K
Oct 24, 2024 Q3 2024
Summit Place Financial Advisors, LLC

BUY
 -
185
+ 1.49%
$11.1K - $12.3K
12.6K $293K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
185
+ 0.64%
$11.1K - $12.3K
29.2K $679K
Nov 07, 2024 Q3 2024
Chesapeake Wealth Management

BUY
 -
183
+ 0.27%
$11K - $12.2K
68.6K $1.6M
Oct 08, 2024 Q3 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
183
+ 1.38%
$11K - $12.2K
13.5K $314K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
182
+ 122.97%
$10.9K - $12.1K
330 $7.68K
Nov 04, 2024 Q3 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
179
+ 2.2%
$10.7K - $11.9K
8.3K $193K
Oct 30, 2024 Q3 2024
Capital Investment Advisory Services, LLC

BUY
 -
177
+ 36.12%
$10.6K - $11.8K
667 $15.5K

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