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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.9K+ 169.52% |
$901K - $2.74M
|
65.1K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
40.6K+ 196.74% |
$894K - $2.71M
|
61.3K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
40.4K+ 192.75% |
$890K - $2.7M
|
61.4K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39.7K+ 176.45% |
$873K - $2.65M
|
62.2K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39.3K+ 295.74% |
$865K - $2.63M
|
52.6K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
39.3K+ 199.99% |
$865K - $2.63M
|
58.9K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
39.3K+ 200.0% |
$864K - $2.62M
|
58.9K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39.1K+ 173.47% |
$860K - $2.61M
|
61.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
39K+ 219.4% |
$859K - $2.61M
|
56.8K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
38.9K+ 200.0% |
$856K - $2.6M
|
58.4K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
38.8K+ 450.13% |
$853K - $2.59M
|
47.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.3K+ 202.79% |
$842K - $2.56M
|
57.1K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
38.3KNew |
$842K - $2.56M
|
38.3K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
37.4K+ 200.0% |
$823K - $2.5M
|
56.1K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
37.3K+ 193.06% |
$822K - $2.5M
|
56.7K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37.2K+ 7.05% |
$819K - $2.49M
|
565K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.7K+ 199.99% |
$807K - $2.45M
|
55K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36.6K+ 192.92% |
$806K - $2.45M
|
55.6K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
35.8K+ 199.99% |
$789K - $2.39M
|
53.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35.6K+ 200.0% |
$784K - $2.38M
|
53.4K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
35.5K+ 302.5% |
$781K - $2.37M
|
47.2K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
35.3K+ 521.75% |
$776K - $2.36M
|
42K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.1K+ 71.88% |
$773K - $2.35M
|
83.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35K+ 203.04% |
$771K - $2.34M
|
52.3K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
34.9K+ 198.94% |
$767K - $2.33M
|
52.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
34.5K+ 205.23% |
$760K - $2.31M
|
51.3K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
34.3K+ 174.67% |
$756K - $2.29M
|
54K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
34.1K+ 194.39% |
$752K - $2.28M
|
51.7K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
34K+ 292.56% |
$749K - $2.27M
|
45.6K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
33.3K+ 200.87% |
$733K - $2.23M
|
49.9K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.2K+ 200.88% |
$730K - $2.22M
|
49.7K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
33K+ 2.67% |
$727K - $2.21M
|
1.27M
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32.7K+ 457.37% |
$720K - $2.19M
|
39.9K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
32.1K+ 179.38% |
$707K - $2.15M
|
50K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32K+ 187.7% |
$704K - $2.14M
|
49K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 199.98% |
$704K - $2.14M
|
48K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
31.7K+ 385.29% |
$697K - $2.12M
|
39.9K
$931K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 201.07% |
$693K - $2.1M
|
47.2K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
31.5K+ 198.0% |
$693K - $2.1M
|
47.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
31.4K+ 187.56% |
$692K - $2.1M
|
48.2K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31.4K+ 202.32% |
$691K - $2.1M
|
46.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31.3K+ 199.14% |
$689K - $2.09M
|
47K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
31K+ 201.05% |
$681K - $2.07M
|
46.4K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30K+ 205.67% |
$661K - $2.01M
|
44.6K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
30KNew |
$660K - $2M
|
30K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29.9K+ 230.24% |
$659K - $2M
|
42.9K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9K+ 200.0% |
$657K - $2M
|
44.8K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
29.8K+ 191.96% |
$656K - $1.99M
|
45.3K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.7K+ 203.25% |
$654K - $1.99M
|
44.3K
$1.03M
|