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
|
Naviter Wealth, LLC
|
BUY
|
- |
14.5K+ 200.0% |
$318K - $966K
|
21.7K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 200.28% |
$317K - $962K
|
21.6K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$316K - $960K
|
14.4K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 197.47% |
$314K - $954K
|
21.5K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 91.04% |
$312K - $948K
|
29.8K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 179.61% |
$312K - $946K
|
22.1K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 200.0% |
$312K - $946K
|
21.2K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
14.1K+ 200.0% |
$311K - $945K
|
21.2K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.1K+ 189.89% |
$310K - $941K
|
21.5K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 200.0% |
$310K - $941K
|
21.1K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
14K+ 200.0% |
$308K - $936K
|
21K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 81.74% |
$308K - $934K
|
31.1K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.7K+ 200.0% |
$302K - $915K
|
20.6K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.6K+ 374.28% |
$299K - $909K
|
17.2K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5K+ 200.31% |
$296K - $899K
|
20.2K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.3K+ 200.0% |
$293K - $891K
|
20K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.2K+ 199.55% |
$291K - $883K
|
19.8K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 282.14% |
$290K - $882K
|
17.9K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
13.2K+ 200.0% |
$290K - $881K
|
19.8K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.1KNew |
$289K - $879K
|
13.1K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.1K+ 200.0% |
$289K - $877K
|
19.7K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
13KNew |
$286K - $867K
|
13K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.6KNew |
$278K - $844K
|
12.6K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.6K+ 186.8% |
$277K - $841K
|
19.3K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.5K+ 189.96% |
$275K - $836K
|
19.1K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 222.39% |
$275K - $834K
|
18.1K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 199.97% |
$274K - $832K
|
18.7K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.4KNew |
$273K - $829K
|
12.4K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.3K+ 220.93% |
$272K - $824K
|
17.9K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.2K+ 199.02% |
$269K - $817K
|
18.4K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
12.1K+ 201.13% |
$267K - $810K
|
18.2K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
12K+ 198.37% |
$265K - $804K
|
18.1K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
12K+ 200.73% |
$265K - $803K
|
18K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
12K+ 200.0% |
$264K - $802K
|
18K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12K+ 195.91% |
$264K - $800K
|
18.1K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.9K+ 201.05% |
$262K - $796K
|
17.8K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11.9K+ 201.93% |
$262K - $796K
|
17.8K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11.9K+ 186.25% |
$261K - $792K
|
18.2K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.8KNew |
$260K - $788K
|
11.8K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11.8K+ 210.16% |
$259K - $788K
|
17.4K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.8K+ 199.02% |
$259K - $786K
|
17.7K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.7K+ 202.26% |
$257K - $779K
|
17.4K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 194.0% |
$256K - $778K
|
17.6K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
11.6KNew |
$255K - $774K
|
11.6K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
11.5K+ 200.0% |
$254K - $772K
|
17.3K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.3K+ 200.23% |
$250K - $758K
|
17K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.3KNew |
$249K - $754K
|
11.3K
$263K
|