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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-9.14K- 21.14% |
$194K - $217K
|
34.1K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
36+ 0.31% |
$764 - $855
|
11.7K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.15K- 21.86% |
$152K - $170K
|
25.6K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 30.84% |
$215K - $241K
|
22.7K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
104+ 0.29% |
$2.21K - $2.47K
|
35.6K
$722K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
888+ 0.09% |
$18.9K - $21.1K
|
946K
$19.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.96K- 22.38% |
$84K - $93.9K
|
13.7K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
119K+ 11.45% |
$2.54M - $2.84M
|
1.16M
$23.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 3.21% |
$172K - $193K
|
261K
$5.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.99K- 35.25% |
$42.2K - $47.3K
|
3.66K
$74K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-776- 1.25% |
$16.5K - $18.4K
|
61.4K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30.1K+ 7.95% |
$638K - $714K
|
408K
$8.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-44.4K- 4.01% |
$942K - $1.05M
|
1.06M
$21.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 9.34% |
$3.8M - $4.25M
|
2.1M
$42.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.07K- 0.46% |
$22.8K - $25.5K
|
230K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.81K- 1.28% |
$80.9K - $90.5K
|
295K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.21K- 0.26% |
$25.6K - $28.6K
|
457K
$9.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.38K- 5.12% |
$157K - $175K
|
137K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.95K- 5.77% |
$211K - $236K
|
162K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.51K+ 4.77% |
$32K - $35.8K
|
33.1K
$669K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.7K+ 112.7% |
$439K - $492K
|
39.1K
$791K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
109K+ 14.45% |
$2.31M - $2.58M
|
861K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.12K- 3.9% |
$130K - $145K
|
151K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-178- 0.27% |
$3.78K - $4.23K
|
66.6K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-141- 0.13% |
$2.99K - $3.35K
|
111K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-730- 3.28% |
$15.5K - $17.3K
|
21.5K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
260+ 1.1% |
$5.52K - $6.18K
|
23.9K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$127 - $143
|
54K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-876- 3.44% |
$18.6K - $20.8K
|
24.6K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1- 0.14% |
$21.2 - $23.8
|
736
$14.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.38K+ 0.86% |
$29.3K - $32.8K
|
162K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-289- 1.4% |
$6.14K - $6.86K
|
20.4K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-194K- 7.06% |
$4.13M - $4.62M
|
2.56M
$51.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 3.6% |
$51.6K - $57.7K
|
69.9K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 7.36% |
$41.1K - $46K
|
28.2K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.3KNew |
$494K - $552K
|
23.3K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.9K+ 22.66% |
$253K - $283K
|
64.5K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.6KNew |
$351K - $393K
|
16.6K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-515- 0.79% |
$10.9K - $12.2K
|
65K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
17KNew |
$361K - $404K
|
17K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.23K+ 13.67% |
$26.1K - $29.2K
|
10.2K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.26K+ 9.33% |
$26.7K - $29.9K
|
14.7K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
136K+ 307.09% |
$2.89M - $3.23M
|
181K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-52.1K- 31.38% |
$1.11M - $1.24M
|
114K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.55K+ 0.47% |
$32.9K - $36.8K
|
329K
$6.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-660- 1.38% |
$14K - $15.7K
|
47.2K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.4K+ 8.23% |
$241K - $270K
|
150K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.56K- 5.38% |
$33.1K - $37K
|
27.4K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
33.7K+ 3.74% |
$715K - $800K
|
935K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-277- 0.03% |
$5.88K - $6.58K
|
1.08M
$22M
|