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 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
101K+ 214.58% |
$2.22M - $6.73M
|
148K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100K+ 207.55% |
$2.2M - $6.69M
|
148K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100KNew |
$2.2M - $6.68M
|
100K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
98.5K+ 202.32% |
$2.17M - $6.58M
|
147K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
97.9K+ 197.8% |
$2.16M - $6.54M
|
147K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.4KNew |
$2.14M - $6.51M
|
97.4K
$2.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
97.1K+ 189.35% |
$2.14M - $6.49M
|
148K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 188.5% |
$2.13M - $6.46M
|
148K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96.1K+ 200.02% |
$2.12M - $6.42M
|
144K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
95.6K+ 224.51% |
$2.1M - $6.39M
|
138K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
93.9K+ 200.47% |
$2.07M - $6.27M
|
141K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
93.9K+ 118.37% |
$2.07M - $6.27M
|
173K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93.6K+ 199.22% |
$2.06M - $6.25M
|
141K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
93.3K+ 160.61% |
$2.05M - $6.23M
|
151K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
93.1K+ 202.15% |
$2.05M - $6.22M
|
139K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
92.3K+ 131.22% |
$2.03M - $6.17M
|
163K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
92K+ 198.95% |
$2.03M - $6.15M
|
138K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
91.9K+ 273.2% |
$2.02M - $6.14M
|
125K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
90.2K+ 196.05% |
$1.99M - $6.03M
|
136K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
88.5K+ 197.8% |
$1.95M - $5.91M
|
133K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
88.1K+ 198.18% |
$1.94M - $5.88M
|
132K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
87.7K+ 182.33% |
$1.93M - $5.86M
|
136K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
86.9K+ 210.23% |
$1.91M - $5.81M
|
128K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.8K+ 147.31% |
$1.91M - $5.8M
|
146K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
86.1K+ 169.72% |
$1.89M - $5.75M
|
137K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
85.9K+ 200.32% |
$1.89M - $5.74M
|
129K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85.4K+ 198.93% |
$1.88M - $5.71M
|
128K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
84.7K+ 111.46% |
$1.86M - $5.66M
|
161K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
84.3K+ 200.04% |
$1.86M - $5.63M
|
126K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83.5K+ 196.35% |
$1.84M - $5.58M
|
126K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.5K+ 442.63% |
$1.84M - $5.58M
|
102K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
83K+ 188.06% |
$1.83M - $5.54M
|
127K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
82.8K+ 205.34% |
$1.82M - $5.53M
|
123K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
82.7KNew |
$1.82M - $5.53M
|
82.7K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.5K+ 209.39% |
$1.81M - $5.51M
|
122K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
82.3K+ 205.07% |
$1.81M - $5.5M
|
122K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
82K+ 197.55% |
$1.81M - $5.48M
|
124K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
81.9K+ 197.1% |
$1.8M - $5.48M
|
124K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
81.8K+ 205.22% |
$1.8M - $5.47M
|
122K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
81.5K+ 334.7% |
$1.79M - $5.45M
|
106K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
81.4K+ 202.52% |
$1.79M - $5.44M
|
122K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81.2K+ 195.69% |
$1.79M - $5.43M
|
123K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
80.5KNew |
$1.77M - $5.38M
|
80.5K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
80.2K+ 198.04% |
$1.77M - $5.36M
|
121K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
80.2K+ 199.64% |
$1.76M - $5.36M
|
120K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
79.5K+ 195.14% |
$1.75M - $5.31M
|
120K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 182.67% |
$1.73M - $5.24M
|
121K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
77.7K+ 220.15% |
$1.71M - $5.19M
|
113K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
77.6KNew |
$1.71M - $5.19M
|
77.6K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
77.5K+ 102.33% |
$1.71M - $5.18M
|
153K
$3.58M
|