Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
514+ 5.25% |
$28.1K - $31.4K
|
10.3K
$241K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
512+ 4.82% |
$28K - $31.3K
|
11.1K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
508+ 3.4% |
$27.7K - $31K
|
15.5K
$361K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
499+ 4.15% |
$27.3K - $30.5K
|
12.5K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
496+ 13.18% |
$27.1K - $30.3K
|
4.26K
$99.6K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489+ 1.5% |
$26.7K - $29.9K
|
33K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
476+ 171.84% |
$26K - $29.1K
|
753
$17.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
457+ 0.83% |
$25K - $27.9K
|
55.3K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
436+ 4.48% |
$23.8K - $26.6K
|
10.2K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
433+ 5.66% |
$23.6K - $26.4K
|
8.09K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
410+ 0.7% |
$22.4K - $25K
|
59.2K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
389+ 5.47% |
$21.2K - $23.7K
|
7.5K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
386+ 2.21% |
$21.1K - $23.6K
|
17.9K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
385+ 7.78% |
$21K - $23.5K
|
5.34K
$125K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
379+ 4.33% |
$20.7K - $23.1K
|
9.13K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
378+ 50.0% |
$20.6K - $23.1K
|
1.13K
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
377+ 45.75% |
$20.6K - $23K
|
1.2K
$28.1K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
376+ 10.92% |
$20.5K - $23K
|
3.82K
$89.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
372+ 1.05% |
$20.3K - $22.7K
|
35.7K
$835K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
370+ 4.27% |
$20.2K - $22.6K
|
9.04K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
352+ 0.4% |
$19.2K - $21.5K
|
88.5K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
347+ 0.26% |
$18.9K - $21.2K
|
133K
$3.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
342+ 1.15% |
$18.7K - $20.9K
|
30K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 14.66% |
$18K - $20.1K
|
2.58K
$60.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
330+ 33000.0% |
$18K - $20.1K
|
331
$7.74K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
328+ 0.03% |
$17.9K - $20K
|
1.03M
$24M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
323New |
$17.6K - $19.7K
|
323
$7.55K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
320New |
$17.5K - $19.5K
|
320
$7.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
304+ 1.17% |
$16.6K - $18.6K
|
26.2K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
304+ 0.16% |
$16.6K - $18.6K
|
191K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
296+ 5.12% |
$16.2K - $18.1K
|
6.08K
$142K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
290+ 1.03% |
$15.8K - $17.7K
|
28.4K
$664K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
288+ 2.66% |
$15.7K - $17.6K
|
11.1K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
278+ 6.28% |
$15.2K - $17K
|
4.71K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
274+ 3.09% |
$15K - $16.7K
|
9.13K
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
273+ 0.58% |
$14.9K - $16.7K
|
47.5K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
270+ 0.3% |
$14.7K - $16.5K
|
91.8K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
252+ 1.54% |
$13.8K - $15.4K
|
16.6K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
238+ 4.31% |
$13K - $14.5K
|
5.76K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
232+ 3.6% |
$12.7K - $14.2K
|
6.67K
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
229+ 0.28% |
$12.5K - $14K
|
81K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
225+ 2.87% |
$12.3K - $13.7K
|
8.07K
$189K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220+ 0.49% |
$12K - $13.4K
|
45.5K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
220+ 0.39% |
$12K - $13.4K
|
56.9K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
213+ 2.13% |
$11.6K - $13K
|
10.2K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
211+ 2.51% |
$11.5K - $12.9K
|
8.63K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
206+ 2.92% |
$11.2K - $12.6K
|
7.26K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
205+ 2.49% |
$11.2K - $12.5K
|
8.43K
$197K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
203+ 5.1% |
$11.1K - $12.4K
|
4.18K
$97.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
190+ 2.47% |
$10.4K - $11.6K
|
7.87K
$184K
|