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 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25.6K+ 92.74% |
$1.26M - $1.45M
|
53.1K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
233+ 100.0% |
$11.5K - $13.2K
|
466
$12K
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-112KClosed |
$5.52M - $6.39M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.4K+ 88.67% |
$265K - $307K
|
11.5K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.2KClosed |
$403K - $466K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.61KClosed |
$128K - $148K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
600+ 100.0% |
$29.5K - $34.1K
|
1.2K
$31K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-1Closed |
$49.2 - $56.9
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-300Closed |
$14.7K - $17.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-397Closed |
$19.5K - $22.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 100.0% |
$135K - $156K
|
5.48K
$141K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
437+ 70.83% |
$21.5K - $24.8K
|
1.05K
$27.2K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
SELL
|
- |
-2.12KClosed |
$104K - $120K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.86KClosed |
$91.4K - $106K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.59K+ 100.0% |
$324K - $375K
|
13.2K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-45Closed |
$2.21K - $2.56K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.33K+ 100.04% |
$114K - $132K
|
4.66K
$120K
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
45+ 100.0% |
$2.21K - $2.56K
|
90
$2.32K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-228Closed |
$11.2K - $13K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$740K - $857K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.56K+ 37.37% |
$76.9K - $88.9K
|
5.75K
$148K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.03K+ 100.0% |
$50.4K - $58.3K
|
2.05K
$52.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 23.56% |
$2.6M - $3.01M
|
278K
$7.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.6KClosed |
$128K - $148K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.79K+ 100.0% |
$285K - $329K
|
11.6K
$299K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-131Closed |
$6.44K - $7.45K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.45K+ 90.48% |
$121K - $139K
|
5.16K
$133K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
61+ 100.0% |
$3K - $3.47K
|
122
$3.15K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
138KNew |
$6.77M - $7.83M
|
138K
$3.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-49.5KClosed |
$2.43M - $2.81M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-104Closed |
$5.11K - $5.91K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
15+ 100.0% |
$737 - $853
|
30
$775
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.85KClosed |
$91.1K - $105K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.68KClosed |
$181K - $209K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$125K - $145K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
185+ 100.0% |
$9.09K - $10.5K
|
370
$9.55K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-53Closed |
$2.6K - $3.01K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13Closed |
$674 - $739
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-107Closed |
$5.55K - $6.08K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$5.19K - $5.69K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.07KClosed |
$107K - $118K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$530K - $581K
|
10.2K
$264K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.2KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.36KClosed |
$122K - $134K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
40KNew |
$2.07M - $2.27M
|
40K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1Closed |
$51.9 - $56.9
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 02, 2025
Q3 2021
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-59Closed |
$3.03K - $3.23K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-520Closed |
$26.7K - $28.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.57KClosed |
$183K - $196K
|
0
$0
|
|