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 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146K+ 195.17% |
$3.21M - $9.75M
|
221K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
145K+ 214.62% |
$3.2M - $9.71M
|
213K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
144K+ 361.35% |
$3.18M - $9.64M
|
184K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
143K+ 200.0% |
$3.14M - $9.54M
|
214K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
142KNew |
$3.12M - $9.48M
|
142K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
141KNew |
$3.1M - $9.4M
|
141K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
140K+ 200.0% |
$3.07M - $9.33M
|
209K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 193.79% |
$3.07M - $9.31M
|
211K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
139K+ 201.92% |
$3.05M - $9.26M
|
207K
$4.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
139K+ 226.55% |
$3.05M - $9.26M
|
200K
$4.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
137K+ 151.47% |
$3.02M - $9.17M
|
228K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
136K+ 195.86% |
$2.99M - $9.07M
|
205K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
132K+ 197.15% |
$2.9M - $8.82M
|
199K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131K+ 196.71% |
$2.88M - $8.73M
|
197K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
130K+ 198.22% |
$2.87M - $8.71M
|
196K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
128KNew |
$2.82M - $8.55M
|
128K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
125K+ 198.95% |
$2.75M - $8.36M
|
188K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
124K+ 191.98% |
$2.73M - $8.28M
|
188K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
122K+ 185.82% |
$2.7M - $8.18M
|
188K
$4.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
120K+ 193.39% |
$2.64M - $8.02M
|
182K
$4.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119K+ 209.01% |
$2.63M - $7.98M
|
177K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
119K+ 200.03% |
$2.63M - $7.98M
|
179K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
118KNew |
$2.59M - $7.87M
|
118K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
116K+ 204.49% |
$2.55M - $7.74M
|
172K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
116K+ 206.69% |
$2.54M - $7.72M
|
172K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
115K+ 200.65% |
$2.54M - $7.71M
|
173K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
112K+ 207.85% |
$2.47M - $7.49M
|
166K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
111K+ 199.6% |
$2.44M - $7.42M
|
167K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
111K+ 194.19% |
$2.44M - $7.41M
|
168K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110K+ 199.8% |
$2.43M - $7.36M
|
165K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
108K+ 176.3% |
$2.39M - $7.25M
|
170K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
108K+ 180.64% |
$2.37M - $7.21M
|
168K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
108K+ 203.01% |
$2.37M - $7.19M
|
161K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
107K+ 196.79% |
$2.35M - $7.12M
|
161K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
106K+ 160.76% |
$2.34M - $7.1M
|
172K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
103K+ 203.9% |
$2.27M - $6.88M
|
153K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
102K+ 184.66% |
$2.24M - $6.8M
|
157K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
101K+ 214.58% |
$2.22M - $6.73M
|
148K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100K+ 207.55% |
$2.2M - $6.69M
|
148K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100KNew |
$2.2M - $6.68M
|
100K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
97.9K+ 197.8% |
$2.16M - $6.54M
|
147K
$3.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
97.1K+ 189.35% |
$2.14M - $6.49M
|
148K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 188.5% |
$2.13M - $6.46M
|
148K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96.1K+ 200.02% |
$2.12M - $6.42M
|
144K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
95.6K+ 224.51% |
$2.1M - $6.39M
|
138K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
93.9K+ 200.47% |
$2.07M - $6.27M
|
141K
$3.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93.6K+ 199.22% |
$2.06M - $6.25M
|
141K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
93.3K+ 160.61% |
$2.05M - $6.23M
|
151K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
92.3K+ 131.22% |
$2.03M - $6.17M
|
163K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
92K+ 198.95% |
$2.03M - $6.15M
|
138K
$3.22M
|