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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.2K+ 257.27% |
$247K - $749K
|
15.6K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11K+ 200.0% |
$242K - $734K
|
16.5K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11K+ 200.02% |
$242K - $734K
|
16.5K
$384K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
10.9K+ 193.82% |
$241K - $731K
|
16.6K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 299.06% |
$239K - $725K
|
14.5K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.8K+ 66.22% |
$238K - $724K
|
27.2K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8K+ 200.37% |
$238K - $723K
|
16.2K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.7KNew |
$235K - $714K
|
10.7K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.6K+ 200.0% |
$234K - $711K
|
16K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 199.98% |
$234K - $710K
|
15.9K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 419.76% |
$234K - $710K
|
13.2K
$307K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 200.0% |
$233K - $708K
|
15.9K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$232K - $705K
|
15.8K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 200.15% |
$231K - $702K
|
15.8K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.5K+ 214.88% |
$231K - $702K
|
15.4K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.4K+ 200.14% |
$228K - $693K
|
15.6K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
10.3K+ 196.72% |
$227K - $689K
|
15.6K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.3K+ 185.86% |
$227K - $689K
|
15.9K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 267.53% |
$224K - $680K
|
14K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
10.1K+ 201.03% |
$223K - $678K
|
15.2K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.1K+ 200.0% |
$223K - $676K
|
15.2K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
10K+ 186.23% |
$221K - $671K
|
15.4K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10K+ 200.0% |
$220K - $668K
|
15K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
9.97K+ 308.19% |
$219K - $666K
|
13.2K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.95K+ 200.02% |
$219K - $665K
|
14.9K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.8K+ 200.0% |
$216K - $655K
|
14.7K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
9.79K+ 200.0% |
$215K - $654K
|
14.7K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.75K+ 200.0% |
$215K - $651K
|
14.6K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
9.68K+ 222.95% |
$213K - $647K
|
14K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.64K+ 173.87% |
$212K - $644K
|
15.2K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.57K+ 200.99% |
$211K - $640K
|
14.3K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
9.51KNew |
$209K - $635K
|
9.51K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.43K+ 202.54% |
$207K - $630K
|
14.1K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
9.42K+ 16.06% |
$207K - $630K
|
68.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.39KNew |
$207K - $628K
|
9.39K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.37K+ 201.01% |
$206K - $626K
|
14K
$327K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.35K+ 201.03% |
$206K - $625K
|
14K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.31K+ 200.0% |
$205K - $622K
|
14K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 252.92% |
$203K - $617K
|
12.9K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.09K+ 200.11% |
$200K - $607K
|
13.6K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9.02K+ 211.04% |
$199K - $603K
|
13.3K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
8.91K+ 177.28% |
$196K - $595K
|
13.9K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 200.0% |
$196K - $594K
|
13.3K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.82K+ 200.34% |
$194K - $590K
|
13.2K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.81K+ 200.0% |
$194K - $589K
|
13.2K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
8.78K+ 200.0% |
$193K - $587K
|
13.2K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.74K+ 200.0% |
$192K - $584K
|
13.1K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8.73K+ 200.0% |
$192K - $583K
|
13.1K
$305K
|