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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-209Closed |
$10.7K - $11.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-38Closed |
$1.95K - $2.08K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47KClosed |
$75.5K - $80.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
49.6KNew |
$2.54M - $2.72M
|
49.6K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-6.62KClosed |
$340K - $363K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
SELL
|
- |
-159Closed |
$8.16K - $8.72K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.27KClosed |
$258K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-54Closed |
$2.64K - $2.82K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3KClosed |
$147K - $156K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-82.2KClosed |
$4.02M - $4.29M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.44KClosed |
$119K - $127K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-39Closed |
$1.91K - $2.03K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-791Closed |
$38.7K - $41.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.55KClosed |
$114K - $124K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.18KClosed |
$97.7K - $106K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.27KClosed |
$147K - $160K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.55KClosed |
$69.5K - $75.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-48Closed |
$2.15K - $2.34K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-84Closed |
$3.77K - $4.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.72KClosed |
$167K - $182K
|
0
$0
|
|
|
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
$70K
|
|
|
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
$3.55M
|
|
|
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 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
$263K
|
|