Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.65M+ 199.94% |
$168M - $511M
|
11.5M
$268M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.89M+ 192.61% |
$130M - $393M
|
8.94M
$209M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
5.67M+ 197.83% |
$125M - $379M
|
8.53M
$199M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.56M+ 213.45% |
$122M - $372M
|
8.17M
$190M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.49M+ 206.18% |
$121M - $367M
|
8.15M
$190M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.88M+ 6492.27% |
$108M - $326M
|
4.96M
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.69M+ 2357.83% |
$103M - $314M
|
4.89M
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.28M+ 192.51% |
$94.2M - $286M
|
6.51M
$152M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.16M+ 188.57% |
$91.6M - $278M
|
6.37M
$148M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4.05M+ 202.61% |
$89.2M - $271M
|
6.05M
$141M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.95M+ 203.11% |
$87M - $264M
|
5.9M
$138M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.94M+ 194.22% |
$86.6M - $263M
|
5.96M
$139M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.83M+ 205.21% |
$84.3M - $256M
|
5.69M
$133M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.69M+ 203.53% |
$59.1M - $180M
|
4.01M
$93.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68M+ 199.4% |
$59M - $179M
|
4.02M
$93.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.67M+ 192.01% |
$58.7M - $178M
|
4.05M
$94.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.42M+ 209.64% |
$53.2M - $162M
|
3.57M
$83.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
2.33M+ 201.35% |
$51.3M - $156M
|
3.49M
$81.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.07M+ 200.31% |
$45.5M - $138M
|
3.1M
$72.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06M+ 192.71% |
$45.3M - $137M
|
3.12M
$72.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.9M+ 197.28% |
$41.9M - $127M
|
2.87M
$66.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.88M+ 222.38% |
$41.3M - $125M
|
2.72M
$63.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.82M+ 195.73% |
$40.1M - $122M
|
2.75M
$64.2M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.74M+ 197.54% |
$38.4M - $116M
|
2.63M
$61.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.61M+ 210.0% |
$35.4M - $107M
|
2.37M
$55.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.53M+ 206.39% |
$33.7M - $102M
|
2.27M
$52.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.52M+ 185.37% |
$33.4M - $101M
|
2.34M
$54.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.5M+ 200.95% |
$32.9M - $100M
|
2.24M
$52.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.49M+ 0.0% |
$32.9M - $99.8M
|
1.49M
$34.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.39M+ 251.79% |
$30.6M - $92.8M
|
1.94M
$45.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.38M+ 210.3% |
$30.4M - $92.3M
|
2.04M
$47.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.28M+ 217.71% |
$28.2M - $85.7M
|
1.87M
$43.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23M+ 225.3% |
$27.1M - $82.2M
|
1.78M
$41.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.21MNew |
$26.7M - $81.1M
|
1.21M
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.18M+ 156.86% |
$26M - $78.9M
|
1.93M
$45.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.13M+ 200.88% |
$25M - $75.8M
|
1.7M
$39.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.12M+ 196.41% |
$24.6M - $74.8M
|
1.69M
$39.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.11M+ 227.82% |
$24.5M - $74.3M
|
1.6M
$37.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.08M+ 269.99% |
$23.7M - $72M
|
1.48M
$34.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.05M+ 201.64% |
$23.2M - $70.4M
|
1.58M
$36.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.04M+ 207.99% |
$22.8M - $69.3M
|
1.54M
$35.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.02M+ 203.65% |
$22.5M - $68.4M
|
1.53M
$35.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
996K+ 209.98% |
$21.9M - $66.6M
|
1.47M
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
952KNew |
$21M - $63.6M
|
952K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
940K+ 169.12% |
$20.7M - $62.8M
|
1.5M
$34.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
857K+ 376.25% |
$18.9M - $57.2M
|
1.08M
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
844K+ 1937.02% |
$18.6M - $56.4M
|
888K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
841K+ 212.11% |
$18.5M - $56.2M
|
1.24M
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
829KNew |
$18.2M - $55.4M
|
829K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
791K+ 188.33% |
$17.4M - $52.9M
|
1.21M
$28.3M
|