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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
598New |
$13.2K - $40K
|
598
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
592+ 200.68% |
$13K - $39.6K
|
887
$21K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
567New |
$12.5K - $37.9K
|
567
$13.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
544+ 200.0% |
$12K - $36.4K
|
816
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
539+ 0.91% |
$11.9K - $36K
|
59.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$11.7K - $35.4K
|
530
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
491+ 199.59% |
$10.8K - $32.8K
|
737
$17.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
477+ 201.27% |
$10.5K - $31.9K
|
714
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
462+ 4.56% |
$10.2K - $30.9K
|
10.6K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 143.51% |
$9.73K - $29.5K
|
750
$17.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 200.0% |
$9.29K - $28.2K
|
633
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
418+ 200.0% |
$9.2K - $27.9K
|
627
$14.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
376+ 200.0% |
$8.28K - $25.1K
|
564
$13.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
354New |
$7.79K - $23.7K
|
354
$8.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
336+ 201.2% |
$7.4K - $22.5K
|
503
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
328+ 200.0% |
$7.22K - $21.9K
|
492
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
324+ 200.0% |
$7.13K - $21.6K
|
486
$11.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
320+ 200.0% |
$7.04K - $21.4K
|
480
$11.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$10.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
280+ 200.0% |
$6.16K - $18.7K
|
420
$9.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$6.53K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
261+ 0.72% |
$5.74K - $17.4K
|
36.6K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
258+ 69.73% |
$5.68K - $17.2K
|
628
$14.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
256+ 201.57% |
$5.63K - $17.1K
|
383
$9.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
206+ 0.29% |
$4.53K - $13.8K
|
71.7K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
198New |
$4.36K - $13.2K
|
198
$4.68K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
184+ 200.0% |
$4.05K - $12.3K
|
276
$6.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
180New |
$3.96K - $12K
|
180
$4.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
176+ 200.0% |
$3.87K - $11.8K
|
264
$6.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
166+ 193.02% |
$3.65K - $11.1K
|
252
$5.96K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
166+ 332.0% |
$3.65K - $11.1K
|
216
$5.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.43% |
$3.57K - $10.8K
|
38.2K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
139+ 339.02% |
$3.06K - $9.29K
|
180
$4.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
135+ 201.49% |
$2.97K - $9.02K
|
202
$4.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132New |
$2.91K - $8.82K
|
132
$3.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
131+ 1310.0% |
$2.88K - $8.75K
|
141
$3.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
128New |
$2.82K - $8.55K
|
128
$3.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120+ 200.0% |
$2.64K - $8.02K
|
180
$4.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 200.0% |
$1.85K - $5.61K
|
126
$2.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 200.0% |
$1.76K - $5.35K
|
120
$2.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78+ 1300.0% |
$1.72K - $5.21K
|
84
$1.99K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56+ 200.0% |
$1.23K - $3.74K
|
84
$1.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.28K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 200.0% |
$968 - $2.94K
|
66
$1.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
41New |
$902 - $2.74K
|
41
$970
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
39+ 11.85% |
$858 - $2.61K
|
368
$8.7K
|