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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
794+ 200.0% |
$17.5K - $53.1K
|
1.19K
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56+ 200.0% |
$1.23K - $3.74K
|
84
$2.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15.3K+ 199.97% |
$337K - $1.02M
|
22.9K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
728+ 200.0% |
$16K - $48.6K
|
1.09K
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
10.1KNew |
$223K - $676K
|
10.1K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.11K+ 200.0% |
$156K - $475K
|
10.7K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.91K+ 200.0% |
$86K - $261K
|
5.86K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
9.39K+ 200.0% |
$207K - $627K
|
14.1K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 199.88% |
$354K - $1.08M
|
24.1K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-102- 98.08% |
$2.25K - $6.82K
|
2
$51.6
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
198New |
$4.36K - $13.2K
|
198
$5.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.2K+ 190.88% |
$401K - $1.22M
|
27.7K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.4K+ 200.0% |
$317K - $964K
|
21.6K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
8.28K+ 200.0% |
$182K - $554K
|
12.4K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 181.27% |
$358K - $1.09M
|
25.3K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.15K+ 200.88% |
$25.2K - $76.5K
|
1.72K
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 200.0% |
$22.6K - $68.7K
|
1.54K
$39.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$7.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 200.0% |
$165K - $500K
|
11.2K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.95K+ 200.0% |
$153K - $465K
|
10.4K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
57.2KNew |
$1.26M - $3.83M
|
57.2K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120+ 200.0% |
$2.64K - $8.02K
|
180
$4.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
14.6KNew |
$322K - $977K
|
14.6K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 233.94% |
$16.8K - $51.1K
|
1.09K
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12KNew |
$264K - $802K
|
12K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$11.7K - $35.4K
|
530
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
354New |
$7.79K - $23.7K
|
354
$9.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.81K+ 200.0% |
$172K - $522K
|
11.7K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
93.1K+ 202.15% |
$2.05M - $6.22M
|
139K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
9.69KNew |
$213K - $648K
|
9.69K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
81.9K+ 197.1% |
$1.8M - $5.48M
|
124K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 200.0% |
$968 - $2.94K
|
66
$1.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.25K+ 238.1% |
$27.5K - $83.5K
|
1.78K
$45.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.45K+ 199.95% |
$186K - $565K
|
12.7K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
324+ 200.0% |
$7.13K - $21.6K
|
486
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.26K+ 199.95% |
$182K - $552K
|
12.4K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19.6K+ 200.0% |
$431K - $1.31M
|
29.4K
$758K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 143.51% |
$9.73K - $29.5K
|
750
$19.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.42K+ 200.0% |
$185K - $563K
|
12.6K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
50.7K+ 197.34% |
$1.12M - $3.39M
|
76.4K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
151K+ 200.0% |
$3.33M - $10.1M
|
227K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
14.5K+ 200.0% |
$318K - $966K
|
21.7K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.17K+ 154.94% |
$158K - $479K
|
11.8K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 201.07% |
$693K - $2.1M
|
47.2K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
37.4K+ 200.0% |
$823K - $2.5M
|
56.1K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$157K
|
|