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 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
779K+ 203.7% |
$17.2M - $52.1M
|
1.16M
$27.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
741K+ 195.44% |
$16.3M - $49.5M
|
1.12M
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
732K+ 195.53% |
$16.1M - $48.9M
|
1.11M
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
725K+ 194.62% |
$16M - $48.5M
|
1.1M
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
719K+ 199.57% |
$15.8M - $48.1M
|
1.08M
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
706K+ 200.11% |
$15.5M - $47.1M
|
1.06M
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
703K+ 206.33% |
$15.5M - $47M
|
1.04M
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
694K+ 211.87% |
$15.3M - $46.4M
|
1.02M
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
686K+ 212.97% |
$15.1M - $45.8M
|
1.01M
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678K+ 195.19% |
$14.9M - $45.3M
|
1.03M
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
629K+ 199.22% |
$13.9M - $42.1M
|
945K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
598K+ 193.53% |
$13.2M - $39.9M
|
906K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
588K+ 196.1% |
$12.9M - $39.3M
|
888K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
588K+ 206.4% |
$12.9M - $39.3M
|
872K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
574K+ 201.58% |
$12.6M - $38.4M
|
859K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
573K+ 174.64% |
$12.6M - $38.3M
|
901K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
547K+ 215.88% |
$12M - $36.5M
|
800K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
531K+ 325.03% |
$11.7M - $35.5M
|
694K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
531K+ 187.4% |
$11.7M - $35.5M
|
814K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
526K+ 196.24% |
$11.6M - $35.2M
|
794K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
521K+ 201.47% |
$11.5M - $34.8M
|
780K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
505K+ 196.87% |
$11.1M - $33.7M
|
761K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
502K+ 195.55% |
$11M - $33.5M
|
759K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
499K+ 200.87% |
$11M - $33.4M
|
748K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
488K+ 195.05% |
$10.7M - $32.6M
|
738K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
462K+ 203.03% |
$10.2M - $30.9M
|
690K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
434K+ 192.38% |
$9.55M - $29M
|
659K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
426K+ 190.41% |
$9.38M - $28.5M
|
650K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
419K+ 189.69% |
$9.23M - $28M
|
640K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
418K+ 199.08% |
$9.2M - $27.9M
|
628K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
393K+ 193.82% |
$8.64M - $26.2M
|
595K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
389K+ 289.14% |
$8.55M - $26M
|
523K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
379K+ 198.89% |
$8.34M - $25.3M
|
569K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
374K+ 185.49% |
$8.23M - $25M
|
576K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
368K+ 195.97% |
$8.1M - $24.6M
|
556K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
358K+ 197.04% |
$7.87M - $23.9M
|
539K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355K+ 378.14% |
$7.81M - $23.7M
|
449K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
354K+ 200.78% |
$7.79M - $23.6M
|
530K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
352K+ 213.07% |
$7.74M - $23.5M
|
517K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
350K+ 155.69% |
$7.7M - $23.4M
|
574K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
349K+ 199.06% |
$7.69M - $23.3M
|
525K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
344K+ 183.69% |
$7.56M - $23M
|
531K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
340K+ 206.4% |
$7.49M - $22.7M
|
505K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
340K+ 177.46% |
$7.48M - $22.7M
|
531K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
337K+ 197.87% |
$7.41M - $22.5M
|
507K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
331K+ 204.08% |
$7.29M - $22.1M
|
493K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
330K+ 219.88% |
$7.27M - $22.1M
|
481K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
320K+ 200.0% |
$7.04M - $21.4M
|
480K
$11.2M
|