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
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 218.38% |
$496K - $1.51M
|
32.9K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 217.14% |
$493K - $1.5M
|
32.7K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.4K+ 166.14% |
$492K - $1.49M
|
35.8K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
21.8K+ 177.32% |
$480K - $1.46M
|
34.1K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
21.8K+ 216.17% |
$480K - $1.46M
|
31.9K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.5KNew |
$474K - $1.44M
|
21.5K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.3K+ 205.43% |
$469K - $1.42M
|
31.7K
$739K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20.8K+ 178.47% |
$458K - $1.39M
|
32.5K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
20.7K+ 200.9% |
$456K - $1.38M
|
31K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
20.7K+ 249.17% |
$455K - $1.38M
|
29K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.4K+ 201.05% |
$448K - $1.36M
|
30.5K
$711K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.3K+ 393.88% |
$447K - $1.36M
|
25.5K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.3K+ 218.33% |
$447K - $1.36M
|
29.6K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.1K+ 242.25% |
$442K - $1.34M
|
28.4K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.1K+ 196.32% |
$441K - $1.34M
|
30.3K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.8KNew |
$435K - $1.32M
|
19.8K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.5K+ 190.05% |
$430K - $1.31M
|
29.8K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 194.87% |
$422K - $1.28M
|
29K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19.1KNew |
$421K - $1.28M
|
19.1K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
18.9K+ 198.02% |
$417K - $1.26M
|
28.5K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.9K+ 193.56% |
$415K - $1.26M
|
28.6K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
18.5K+ 201.61% |
$407K - $1.24M
|
27.7K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3KNew |
$402K - $1.22M
|
18.3K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 227.15% |
$402K - $1.22M
|
26.3K
$613K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$398K - $1.21M
|
18.1K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
17.9K+ 219.35% |
$394K - $1.2M
|
26K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8K+ 197.73% |
$392K - $1.19M
|
26.8K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17.6K+ 201.05% |
$388K - $1.18M
|
26.4K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17.6K+ 200.0% |
$388K - $1.18M
|
26.4K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.6K+ 165.62% |
$387K - $1.18M
|
28.2K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.6K+ 519.16% |
$387K - $1.17M
|
21K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 197.0% |
$382K - $1.16M
|
26.2K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.3K+ 122.89% |
$380K - $1.15M
|
31.3K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17.3K+ 201.06% |
$380K - $1.15M
|
25.8K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 210.52% |
$373K - $1.13M
|
25K
$583K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 137.81% |
$372K - $1.13M
|
29.2K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
16.9K+ 197.8% |
$372K - $1.13M
|
25.5K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16.9K+ 281683.34% |
$372K - $1.13M
|
16.9K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.9K+ 200.65% |
$372K - $1.13M
|
25.3K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
16.8K+ 200.24% |
$370K - $1.12M
|
25.2K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.8K+ 200.8% |
$370K - $1.12M
|
25.2K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.8K+ 217.79% |
$369K - $1.12M
|
24.5K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 474.49% |
$369K - $1.12M
|
20.3K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16.7K+ 201.01% |
$367K - $1.12M
|
25K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16.6K+ 194.31% |
$365K - $1.11M
|
25.1K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
16.5K+ 201.6% |
$364K - $1.11M
|
24.8K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
16.5K+ 199.56% |
$363K - $1.1M
|
24.8K
$577K
|