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 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-523Closed |
$23.5K - $25.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-391Closed |
$17.6K - $19.1K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33KClosed |
$59.5K - $64.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-36Closed |
$1.62K - $1.76K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-42Closed |
$1.89K - $2.05K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-181Closed |
$8.13K - $8.83K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Rovin Capital
|
SELL
|
- |
-2.81KClosed |
$126K - $137K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.71K- 49.99% |
$106K - $123K
|
2.71K
$54.9K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-132Closed |
$5.15K - $6.01K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-510Closed |
$19.9K - $23.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
138KNew |
$5.37M - $6.26M
|
138K
$2.79M
|
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1Closed |
$39 - $45.5
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.3KClosed |
$129K - $150K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-283Closed |
$11K - $12.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-32Closed |
$1.25K - $1.46K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.55KClosed |
$139K - $162K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-725Closed |
$28.3K - $33K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-8.39KClosed |
$310K - $357K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-64.2KClosed |
$2.37M - $2.73M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-164Closed |
$6.06K - $6.97K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-99Closed |
$3.66K - $4.21K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-92Closed |
$3.4K - $3.91K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-469KClosed |
$17.3M - $19.9M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.93KClosed |
$108K - $125K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55Closed |
$2.03K - $2.34K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-29Closed |
$1.07K - $1.23K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-219Closed |
$8.09K - $9.31K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-68Closed |
$2.51K - $2.89K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.29KClosed |
$269K - $310K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-407Closed |
$15K - $17.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.2KNew |
$376K - $433K
|
10.2K
$206K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.74KClosed |
$64.1K - $73.8K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-58Closed |
$2.14K - $2.47K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
473+ 8.75% |
$13.6K - $18.2K
|
5.88K
$119K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.67KNew |
$48.2K - $64.3K
|
1.67K
$33.8K
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.81KClosed |
$81K - $108K
|
0
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$468K - $625K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-89Closed |
$2.57K - $3.43K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-357Closed |
$10.3K - $13.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.25KClosed |
$123K - $164K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-12.3KClosed |
$356K - $475K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11Closed |
$317 - $423
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-6.36KClosed |
$183K - $245K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.5KClosed |
$159K - $212K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.18KClosed |
$33.9K - $45.2K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$324K - $432K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-43KClosed |
$1.24M - $1.66M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-73Closed |
$2.11K - $2.81K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-15Closed |
$433 - $577
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.63KClosed |
$134K - $178K
|
0
$0
|
|