Latest Institutional Transactions on Schwab Strategic Tr Us Broad M (SCHB)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.05K+ 226.89% |
$177K - $538K
|
11.6K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
35.5K+ 302.5% |
$781K - $2.37M
|
47.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.7K+ 200.01% |
$346K - $1.05M
|
23.6K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
16.8K+ 200.24% |
$370K - $1.12M
|
25.2K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.81K+ 200.0% |
$194K - $589K
|
13.2K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
320+ 200.0% |
$7.04K - $21.4K
|
480
$11.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
521K+ 201.47% |
$11.5M - $34.8M
|
780K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.52M+ 185.37% |
$33.4M - $101M
|
2.34M
$55.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$9.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.3K+ 218.33% |
$447K - $1.36M
|
29.6K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
15.4K+ 234.24% |
$339K - $1.03M
|
22K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
70.3K+ 227.88% |
$1.55M - $4.69M
|
101K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.07K+ 200.46% |
$134K - $406K
|
9.1K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 267.53% |
$224K - $680K
|
14K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$958K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$25.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.82K+ 200.0% |
$40.1K - $122K
|
2.73K
$64.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 91.04% |
$312K - $948K
|
29.8K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
499K+ 200.87% |
$11M - $33.4M
|
748K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.05K+ 201.15% |
$23K - $69.9K
|
1.57K
$37K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
80.2K+ 198.04% |
$1.77M - $5.36M
|
121K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19.1KNew |
$421K - $1.28M
|
19.1K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.57K+ 200.99% |
$211K - $640K
|
14.3K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68M+ 199.4% |
$59M - $179M
|
4.02M
$94.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46K+ 200.31% |
$1.01M - $3.07M
|
69K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
46.4K+ 200.11% |
$1.02M - $3.1M
|
69.6K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.97K+ 200.0% |
$65.3K - $198K
|
4.45K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
59.7K+ 219.44% |
$1.31M - $3.99M
|
86.9K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
841K+ 212.11% |
$18.5M - $56.2M
|
1.24M
$29.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
191K+ 194.25% |
$4.21M - $12.8M
|
290K
$6.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$22.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.7K+ 201.24% |
$609K - $1.85M
|
41.5K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.14KNew |
$91.1K - $277K
|
4.14K
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$398K - $1.21M
|
18.1K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15.5K+ 195.59% |
$341K - $1.04M
|
23.4K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
531K+ 187.4% |
$11.7M - $35.5M
|
814K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
221KNew |
$4.86M - $14.8M
|
221K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 201.06% |
$46.1K - $140K
|
3.13K
$74K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4.05M+ 202.61% |
$89.2M - $271M
|
6.05M
$143M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
379K+ 198.89% |
$8.34M - $25.3M
|
569K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.95M+ 203.11% |
$87M - $264M
|
5.9M
$139M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.1K+ 196.32% |
$441K - $1.34M
|
30.3K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.68K+ 199.97% |
$147K - $446K
|
10K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
115K+ 200.65% |
$2.54M - $7.71M
|
173K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
180K+ 192.66% |
$3.97M - $12.1M
|
274K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$22 - $66.8
|
1
$23.6
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
854+ 128.04% |
$18.8K - $57.1K
|
1.52K
$35.9K
|