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
|
D.B. Root & Company, LLC
|
BUY
|
- |
318K+ 197.28% |
$7M - $21.2M
|
479K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310K+ 199.87% |
$6.82M - $20.7M
|
465K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
305K+ 204.69% |
$6.72M - $20.4M
|
454K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
300K+ 200.0% |
$6.6M - $20M
|
450K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
296K+ 182.4% |
$6.51M - $19.8M
|
458K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
293K+ 209.19% |
$6.45M - $19.6M
|
433K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
291K+ 194.64% |
$6.4M - $19.4M
|
440K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 429.34% |
$6.38M - $19.4M
|
357K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
278K+ 199.9% |
$6.12M - $18.6M
|
417K
$9.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$9.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
256K+ 203.29% |
$5.63M - $17.1M
|
381K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
255K+ 194.14% |
$5.61M - $17M
|
386K
$9.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 188.98% |
$5.57M - $16.9M
|
387K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
249K+ 192.33% |
$5.47M - $16.6M
|
378K
$8.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
241K+ 187.64% |
$5.31M - $16.1M
|
370K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 202.98% |
$5.31M - $16.1M
|
360K
$8.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
230K+ 198.48% |
$5.06M - $15.4M
|
346K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
229K+ 175.96% |
$5.04M - $15.3M
|
359K
$8.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
229K+ 232.37% |
$5.03M - $15.3M
|
327K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
227K+ 205.24% |
$4.99M - $15.2M
|
337K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
225K+ 191.32% |
$4.95M - $15M
|
342K
$7.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
225K+ 234.73% |
$4.95M - $15M
|
320K
$7.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
225K+ 243.99% |
$4.95M - $15M
|
317K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
221KNew |
$4.86M - $14.8M
|
221K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
217K+ 314.29% |
$4.78M - $14.5M
|
286K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
217K+ 196.73% |
$4.78M - $14.5M
|
327K
$7.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
211K+ 1209.65% |
$4.65M - $14.1M
|
229K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210K+ 189.47% |
$4.61M - $14M
|
320K
$7.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
197K+ 195.03% |
$4.35M - $13.2M
|
299K
$6.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
192K+ 192.46% |
$4.23M - $12.9M
|
292K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
191K+ 194.25% |
$4.21M - $12.8M
|
290K
$6.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
190K+ 197.22% |
$4.17M - $12.7M
|
286K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
180K+ 192.66% |
$3.97M - $12.1M
|
274K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
176K+ 199.04% |
$3.87M - $11.8M
|
264K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 213.78% |
$3.79M - $11.5M
|
253K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172K+ 202.73% |
$3.78M - $11.5M
|
257K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
172K+ 202.0% |
$3.78M - $11.5M
|
257K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
170K+ 203.12% |
$3.73M - $11.3M
|
253K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
166K+ 200.87% |
$3.66M - $11.1M
|
249K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
165K+ 200.0% |
$3.63M - $11M
|
247K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162K+ 199.44% |
$3.57M - $10.9M
|
244K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159K+ 202.08% |
$3.5M - $10.6M
|
238K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
158K+ 210.22% |
$3.47M - $10.5M
|
233K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
153K+ 177.0% |
$3.38M - $10.3M
|
240K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
150K+ 270.01% |
$3.3M - $10M
|
205K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150K+ 241.72% |
$3.29M - $10M
|
211K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
147K+ 202.81% |
$3.23M - $9.79M
|
219K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 19160.21% |
$3.22M - $9.78M
|
147K
$3.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146K+ 177.4% |
$3.21M - $9.76M
|
228K
$5.33M
|