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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.38K- 13.03% |
$45.5K - $56.8K
|
15.9K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-645- 3.34% |
$12.3K - $15.4K
|
18.7K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$935K
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-220- 8.15% |
$4.2K - $5.24K
|
2.48K
$64K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$126K - $141K
|
5.94K
$153K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
600+ 0.71% |
$12.7K - $14.3K
|
84.7K
$2.19M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.2KNew |
$281K - $314K
|
13.2K
$341K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
252+ 5.96% |
$5.35K - $5.99K
|
4.48K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12- 0.06% |
$255 - $285
|
19.3K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23K+ 28.3% |
$489K - $547K
|
104K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-307- 1.21% |
$6.52K - $7.29K
|
25.1K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.6KNew |
$267K - $299K
|
12.6K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$621K - $695K
|
29.3K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 5.67% |
$55.2K - $61.8K
|
43.3K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$545K - $609K
|
25.7K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.4KNew |
$200K - $223K
|
9.4K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62+ 0.36% |
$1.32K - $1.47K
|
17.2K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 0.36% |
$870 - $974
|
11.3K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-777- 22.33% |
$16.5K - $18.5K
|
2.7K
$69.8K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.7KNew |
$334K - $374K
|
15.7K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.47KNew |
$31.3K - $35K
|
1.47K
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17.8KNew |
$378K - $422K
|
17.8K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$29.3K - $32.8K
|
1.38K
$35.6K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 53.69% |
$54.6K - $61.1K
|
7.37K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-490- 2.24% |
$10.4K - $11.6K
|
21.3K
$551K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.78K- 14.65% |
$123K - $137K
|
33.7K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
56.6K+ 147.05% |
$1.2M - $1.34M
|
95.1K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
169+ 0.31% |
$3.59K - $4.01K
|
55.5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-40- 0.31% |
$849 - $950
|
13.1K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-44- 0.16% |
$934 - $1.05K
|
27.6K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.4K- 5.08% |
$285K - $319K
|
251K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$24.7K - $27.6K
|
1.16K
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.17K- 86.39% |
$88.6K - $99.1K
|
657
$17K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$5.22K - $5.84K
|
246
$6.35K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2+ 0.02% |
$42.5 - $47.5
|
12K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
25.9KNew |
$551K - $616K
|
25.9K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
60+ 0.3% |
$1.27K - $1.43K
|
19.8K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
123+ 0.14% |
$2.61K - $2.92K
|
88.4K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.08K+ 1.52% |
$150K - $168K
|
472K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.97K+ 139.94% |
$148K - $166K
|
11.9K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-582- 0.32% |
$12.4K - $13.8K
|
184K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.6KNew |
$692K - $774K
|
32.6K
$842K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 37.94% |
$2.27M - $2.54M
|
175K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.78K- 7.89% |
$80.3K - $89.8K
|
44.2K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.6KNew |
$204K - $228K
|
9.6K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.7K- 21.37% |
$57.3K - $64.1K
|
9.93K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.3K- 71.17% |
$220K - $246K
|
4.19K
$108K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.64K
$249K
|
|