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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3KNew |
$402K - $1.22M
|
18.3K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 227.15% |
$402K - $1.22M
|
26.3K
$613K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$398K - $1.21M
|
18.1K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
17.9K+ 219.35% |
$394K - $1.2M
|
26K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8K+ 197.73% |
$392K - $1.19M
|
26.8K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17.6K+ 201.05% |
$388K - $1.18M
|
26.4K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17.6K+ 200.0% |
$388K - $1.18M
|
26.4K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.6K+ 165.62% |
$387K - $1.18M
|
28.2K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.6K+ 519.16% |
$387K - $1.17M
|
21K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 197.0% |
$382K - $1.16M
|
26.2K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.3K+ 122.89% |
$380K - $1.15M
|
31.3K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17.3K+ 201.06% |
$380K - $1.15M
|
25.8K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 210.52% |
$373K - $1.13M
|
25K
$583K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 137.81% |
$372K - $1.13M
|
29.2K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
16.9K+ 197.8% |
$372K - $1.13M
|
25.5K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16.9K+ 281683.34% |
$372K - $1.13M
|
16.9K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.9K+ 200.65% |
$372K - $1.13M
|
25.3K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
16.8K+ 200.24% |
$370K - $1.12M
|
25.2K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.8K+ 200.8% |
$370K - $1.12M
|
25.2K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.8K+ 217.79% |
$369K - $1.12M
|
24.5K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 474.49% |
$369K - $1.12M
|
20.3K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16.7K+ 201.01% |
$367K - $1.12M
|
25K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16.6K+ 194.31% |
$365K - $1.11M
|
25.1K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
16.5K+ 201.6% |
$364K - $1.11M
|
24.8K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.5K+ 199.56% |
$363K - $1.1M
|
24.8K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
16.4K+ 248.51% |
$361K - $1.1M
|
23K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 202.5% |
$357K - $1.08M
|
24.2K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16.2K+ 20.09% |
$356K - $1.08M
|
96.8K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
15.8K+ 258.58% |
$349K - $1.06M
|
22K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
15.8K+ 160.06% |
$348K - $1.06M
|
25.7K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15.8K+ 184.75% |
$347K - $1.05M
|
24.3K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.7K+ 200.01% |
$346K - $1.05M
|
23.6K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.7K+ 151.78% |
$345K - $1.05M
|
26K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
15.6K+ 252.02% |
$344K - $1.04M
|
21.8K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
15.6K+ 196.31% |
$342K - $1.04M
|
23.5K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.5K+ 193.03% |
$342K - $1.04M
|
23.6K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 200.0% |
$342K - $1.04M
|
23.3K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15.5K+ 195.59% |
$341K - $1.04M
|
23.4K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.5K+ 387.46% |
$341K - $1.04M
|
19.5K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.5K+ 200.0% |
$340K - $1.03M
|
23.2K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
15.5K+ 127.98% |
$340K - $1.03M
|
27.5K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
15.4K+ 234.24% |
$339K - $1.03M
|
22K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
15.4K+ 200.0% |
$338K - $1.03M
|
23.1K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.3K+ 200.0% |
$337K - $1.02M
|
23K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 188.26% |
$333K - $1.01M
|
23.2K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
15.1KNew |
$332K - $1.01M
|
15.1K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 199.49% |
$327K - $991K
|
22.3K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$326K - $989K
|
14.8K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 175.93% |
$323K - $982K
|
23K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.7K+ 173.45% |
$323K - $980K
|
23.1K
$539K
|