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 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 184.75% |
$190K - $578K
|
13.3K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.56K+ 200.0% |
$188K - $572K
|
12.8K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.55K+ 174.09% |
$188K - $572K
|
13.5K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.53K+ 200.0% |
$188K - $570K
|
12.8K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.42K+ 200.0% |
$185K - $563K
|
12.6K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.34K+ 200.0% |
$184K - $557K
|
12.5K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.28K+ 200.0% |
$182K - $553K
|
12.4K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.26K+ 199.95% |
$182K - $552K
|
12.4K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.17KNew |
$180K - $546K
|
8.17K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.05K+ 226.89% |
$177K - $538K
|
11.6K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8K+ 186.52% |
$176K - $535K
|
12.3K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 200.1% |
$174K - $528K
|
11.9K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.91K+ 200.0% |
$174K - $528K
|
11.9K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7.87K+ 200.0% |
$173K - $526K
|
11.8K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.82K+ 201.03% |
$172K - $523K
|
11.7K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.65K+ 199.97% |
$168K - $511K
|
11.5K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 221.89% |
$167K - $508K
|
11K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
7.59K+ 103.18% |
$167K - $507K
|
15K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.55K+ 197.08% |
$166K - $504K
|
11.4K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.53K+ 206.52% |
$166K - $503K
|
11.2K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.39K+ 198.87% |
$163K - $494K
|
11.1K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.32K+ 195.88% |
$161K - $489K
|
11.1K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7.21K+ 206.56% |
$159K - $482K
|
10.7K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.17K+ 154.94% |
$158K - $479K
|
11.8K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
7.14K+ 175.78% |
$157K - $477K
|
11.2K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
7.13K+ 165.31% |
$157K - $477K
|
11.4K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.12K+ 200.0% |
$157K - $476K
|
10.7K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.12K+ 202.19% |
$157K - $476K
|
10.6K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.06K+ 200.0% |
$155K - $472K
|
10.6K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.98K+ 200.23% |
$154K - $467K
|
10.5K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.85K+ 200.0% |
$151K - $458K
|
10.3K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6.83K+ 200.97% |
$150K - $456K
|
10.2K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.81K+ 195.61% |
$150K - $455K
|
10.3K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6.79K+ 200.0% |
$149K - $454K
|
10.2K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.76K+ 201.01% |
$149K - $451K
|
10.1K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.74K+ 200.0% |
$148K - $450K
|
10.1K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6.73K+ 199.97% |
$148K - $450K
|
10.1K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.72KNew |
$148K - $449K
|
6.72K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.72K+ 200.0% |
$148K - $449K
|
10.1K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.71K+ 177.8% |
$148K - $448K
|
10.5K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.68K+ 199.97% |
$147K - $446K
|
10K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.67K+ 200.09% |
$147K - $446K
|
10K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.65K+ 202.68% |
$146K - $444K
|
9.93K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.6K+ 214.5% |
$145K - $441K
|
9.67K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.4K+ 201.07% |
$141K - $428K
|
9.58K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
6.36K+ 181.2% |
$140K - $425K
|
9.87K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.33K+ 193.1% |
$139K - $423K
|
9.61K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.22K+ 201.07% |
$137K - $416K
|
9.32K
$217K
|