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 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.13KNew |
$201K - $610K
|
9.13K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.09K+ 177.93% |
$200K - $608K
|
14.2K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.09K+ 200.11% |
$200K - $607K
|
13.6K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
9.06K+ 201.04% |
$199K - $606K
|
13.6K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.05K+ 200.0% |
$199K - $604K
|
13.6K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9.02K+ 211.04% |
$199K - $603K
|
13.3K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.96K+ 200.02% |
$197K - $599K
|
13.4K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.93KNew |
$197K - $597K
|
8.93K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
8.91K+ 177.28% |
$196K - $595K
|
13.9K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 200.0% |
$196K - $594K
|
13.3K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
8.86K+ 200.0% |
$195K - $592K
|
13.3K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
8.85KNew |
$195K - $591K
|
8.85K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.84K+ 200.0% |
$195K - $591K
|
13.3K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.82K+ 200.34% |
$194K - $590K
|
13.2K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.81K+ 200.0% |
$194K - $589K
|
13.2K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
8.78K+ 200.0% |
$193K - $587K
|
13.2K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.74K+ 200.44% |
$192K - $584K
|
13.1K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.74K+ 200.0% |
$192K - $584K
|
13.1K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8.73K+ 200.0% |
$192K - $583K
|
13.1K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.71K+ 200.0% |
$192K - $582K
|
13.1K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.69K+ 259.76% |
$191K - $581K
|
12K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 184.75% |
$190K - $578K
|
13.3K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.56K+ 200.0% |
$188K - $572K
|
12.8K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
8.55K+ 174.09% |
$188K - $572K
|
13.5K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.53K+ 200.0% |
$188K - $570K
|
12.8K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.53K+ 200.05% |
$188K - $570K
|
12.8K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.45K+ 199.95% |
$186K - $565K
|
12.7K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.42K+ 200.0% |
$185K - $563K
|
12.6K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.34K+ 200.0% |
$184K - $557K
|
12.5K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
8.28K+ 200.0% |
$182K - $554K
|
12.4K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.28K+ 200.0% |
$182K - $553K
|
12.4K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.26K+ 199.95% |
$182K - $552K
|
12.4K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.17KNew |
$180K - $546K
|
8.17K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.05K+ 226.89% |
$177K - $538K
|
11.6K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8K+ 186.52% |
$176K - $535K
|
12.3K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 200.1% |
$174K - $528K
|
11.9K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.91K+ 200.0% |
$174K - $528K
|
11.9K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7.87K+ 200.0% |
$173K - $526K
|
11.8K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.82K+ 201.03% |
$172K - $523K
|
11.7K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.81K+ 200.0% |
$172K - $522K
|
11.7K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.65K+ 199.97% |
$168K - $511K
|
11.5K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.61K+ 219.16% |
$167K - $508K
|
11.1K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 221.89% |
$167K - $508K
|
11K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
7.59K+ 103.18% |
$167K - $507K
|
15K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.57K+ 200.0% |
$167K - $506K
|
11.4K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.55K+ 197.08% |
$166K - $504K
|
11.4K
$269K
|