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 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$2.23M - $2.45M
|
38.7K
$999K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
464New |
$26.7K - $29.4K
|
464
$12K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-150- 3.92% |
$8.64K - $9.5K
|
3.67K
$94.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-4- 0.03% |
$230 - $253
|
15.2K
$394K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
127New |
$6.94K - $7.75K
|
127
$3.28K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.47KNew |
$190K - $212K
|
3.47K
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.37KNew |
$184K - $206K
|
3.37K
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.84KNew |
$209K - $234K
|
3.84K
$99K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.78K- 28.77% |
$97.3K - $109K
|
4.41K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
225+ 2.87% |
$12.3K - $13.7K
|
8.07K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.55KNew |
$194K - $216K
|
3.55K
$91.6K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.34K+ 6.52% |
$73.2K - $81.8K
|
21.9K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.9KNew |
$213K - $238K
|
3.9K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.4K- 92.69% |
$4.12M - $4.6M
|
5.95K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 26.28% |
$1.27M - $1.42M
|
112K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.03K+ 9.87% |
$111K - $124K
|
22.6K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15KNew |
$819K - $916K
|
15K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
940+ 5.77% |
$51.3K - $57.4K
|
17.2K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.77KNew |
$96.6K - $108K
|
1.77K
$45.6K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.8KNew |
$1.03M - $1.15M
|
18.8K
$487K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
167KNew |
$9.1M - $10.2M
|
167K
$4.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
213+ 2.13% |
$11.6K - $13K
|
10.2K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
16+ 0.17% |
$874 - $977
|
9.56K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.38K- 27.37% |
$75.5K - $84.4K
|
3.67K
$94.8K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.72KNew |
$422K - $471K
|
7.72K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.37KNew |
$184K - $205K
|
3.37K
$86.9K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-186- 5.12% |
$10.2K - $11.4K
|
3.45K
$89K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-510- 4.3% |
$27.9K - $31.1K
|
11.3K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40New |
$2.18K - $2.44K
|
40
$1.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$54.6K - $61.1K
|
1K
$25.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-631- 3.99% |
$34.5K - $38.5K
|
15.2K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.48KNew |
$190K - $212K
|
3.48K
$89.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.5KNew |
$845K - $945K
|
15.5K
$400K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$88.4K - $98.8K
|
1.62K
$41.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
29+ 0.3% |
$1.58K - $1.77K
|
9.57K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$1.2K - $1.34K
|
6K
$155K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-374- 97.4% |
$20.4K - $22.8K
|
10
$258
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
9.08KNew |
$496K - $554K
|
9.08K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
848+ 8.84% |
$46.3K - $51.8K
|
10.4K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$39.8K - $44.4K
|
728
$18.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$21.8K - $24.4K
|
100
$2.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2KNew |
$109K - $122K
|
2K
$51.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.09% |
$546 - $611
|
11K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-189- 48.09% |
$10.3K - $11.5K
|
204
$5.27K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.5M - $1.68M
|
27.5K
$710K
|
|
| Q4 2023 | |||||||
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$681K - $800K
|
14.3K
$369K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.13K+ 0.98% |
$149K - $175K
|
321K
$8.28M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
120New |
$5.71K - $6.71K
|
120
$3.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
259+ 25900.0% |
$12.3K - $14.5K
|
260
$6.71K
|
|