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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.4KNew |
$710K - $794K
|
33.4K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-348- 3.39% |
$7.39K - $8.27K
|
9.93K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-382- 0.79% |
$8.11K - $9.07K
|
47.8K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.54K+ 16.26% |
$118K - $132K
|
39.6K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
402New |
$8.53K - $9.55K
|
402
$10.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.71% |
$54.9K - $61.4K
|
42.7K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
226+ 188.33% |
$4.8K - $5.37K
|
346
$8.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-98- 16.39% |
$2.08K - $2.33K
|
500
$12.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-51.9K- 0.87% |
$1.1M - $1.23M
|
5.91M
$153M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$425 - $475
|
20
$516
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-521- 24.32% |
$11.1K - $12.4K
|
1.62K
$41.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 0.65% |
$2.65K - $2.97K
|
19K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.8KNew |
$315K - $352K
|
14.8K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
417+ 20.93% |
$8.85K - $9.9K
|
2.41K
$62.2K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$52.1K - $58.3K
|
2.45K
$63.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.37% |
$48.5K - $54.3K
|
33.3K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.35K- 1.35% |
$71.1K - $79.5K
|
244K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.8KNew |
$400K - $447K
|
18.8K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
207New |
$4.39K - $4.92K
|
207
$5.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.82K+ 1.21% |
$59.9K - $67K
|
236K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51.2K- 85.89% |
$1.09M - $1.22M
|
8.41K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$191 - $214
|
9
$232
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23.5KNew |
$500K - $559K
|
23.5K
$608K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 4.84% |
$76.3K - $85.4K
|
77.8K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$1.29M - $1.44M
|
60.6K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.26K+ 82.78% |
$48K - $53.7K
|
4.99K
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 78.72% |
$2.36K - $2.64K
|
30
$775
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-645- 4.25% |
$13.7K - $15.3K
|
14.5K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.23K+ 13.67% |
$26.1K - $29.2K
|
10.2K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-277- 0.03% |
$5.88K - $6.58K
|
1.08M
$28M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12- 0.03% |
$255 - $285
|
44.6K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1K- 6.8% |
$21.2K - $23.8K
|
13.7K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$37.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-300- 1.93% |
$6.37K - $7.13K
|
15.3K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.8K+ 6.52% |
$59.4K - $66.5K
|
45.7K
$1.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$5.87M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
138+ 58.97% |
$3.04K - $9.22K
|
372
$9.61K
|
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.8KNew |
$237K - $719K
|
10.8K
$278K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.5KNew |
$253K - $768K
|
11.5K
$297K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.55K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
14.4KNew |
$317K - $961K
|
14.4K
$371K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
52.3KNew |
$1.15M - $3.49M
|
52.3K
$1.35M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
156New |
$3.43K - $10.4K
|
156
$4.03K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.55KClosed |
$34.2K - $104K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
174K+ 200.0% |
$3.83M - $11.6M
|
261K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.71K+ 200.0% |
$192K - $582K
|
13.1K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
525K+ 191.66% |
$11.6M - $35.1M
|
800K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
PUT |
12KNew |
$264K - $802K
|
12K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.57K+ 200.0% |
$167K - $506K
|
11.4K
$293K
|
|