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 |
|---|---|---|---|---|---|---|---|
|
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
$152K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.67KNew |
$48.2K - $64.3K
|
1.67K
$43.1K
|
|
|
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
|
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
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-35Closed |
$1.01K - $1.35K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Addison Capital CO
|
SELL
|
- |
-21.2KClosed |
$612K - $817K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-32.6KClosed |
$854K - $1.32M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.06KClosed |
$80.1K - $124K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.88KClosed |
$75.5K - $117K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.41KClosed |
$89.3K - $138K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-43.3KClosed |
$1.13M - $1.75M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.45KClosed |
$116K - $180K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.72KClosed |
$97.3K - $150K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-558Closed |
$14.6K - $22.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269Closed |
$7.04K - $10.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
First Business Financial Services, Inc.
|
SELL
|
- |
-89.8KClosed |
$2.35M - $3.63M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-796Closed |
$20.8K - $32.2K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-125Closed |
$3.27K - $5.06K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-16Closed |
$419 - $647
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-46.5KClosed |
$1.22M - $1.88M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-5.83KClosed |
$153K - $236K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-3.47KClosed |
$90.7K - $140K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-14KClosed |
$367K - $567K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.45KClosed |
$119K - $133K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.47KClosed |
$154K - $172K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151KClosed |
$5.21M - $5.83M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-28.9KClosed |
$995K - $1.11M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-222Closed |
$7.65K - $8.56K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Cadinha & CO LLC
|
SELL
|
- |
-4.14KClosed |
$143K - $160K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-8.55KClosed |
$302K - $309K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-267Closed |
$9.43K - $9.65K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Cortland Associates Inc
|
SELL
|
- |
-3.42KClosed |
$121K - $123K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-628Closed |
$22.2K - $22.7K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.12KClosed |
$146K - $149K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$66.8K - $68.4K
|
1.89K
$48.9K
|
|
|
Oct 28, 2019
Q3 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.96KClosed |
$140K - $143K
|
0
$0
|
|