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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10K+ 0.86% |
$212K - $238K
|
1.17M
$23.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.55K- 3.56% |
$96.7K - $108K
|
123K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 4.16% |
$78.3K - $87.6K
|
84.9K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.75K+ 4.84% |
$101K - $113K
|
103K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
165+ 0.9% |
$3.5K - $3.92K
|
18.5K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.97K- 44.05% |
$169K - $189K
|
10.1K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.14% |
$229K - $256K
|
107K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.16K- 2.96% |
$67K - $75K
|
103K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
743+ 1.3% |
$15.8K - $17.6K
|
57.9K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.33K- 2.2% |
$28.2K - $31.6K
|
59.1K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.62K+ 2.12% |
$204K - $228K
|
464K
$9.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 1.35% |
$42.4K - $47.4K
|
146K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.98K- 1.23% |
$42.1K - $47K
|
159K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19.2K+ 22.82% |
$408K - $456K
|
103K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.66K- 2.45% |
$56.6K - $63.3K
|
106K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.83K+ 7.24% |
$102K - $115K
|
71.5K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.03% |
$276 - $309
|
47.4K
$960K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4M- 69.22% |
$84.9M - $95M
|
1.78M
$36M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-335- 0.23% |
$7.11K - $7.96K
|
148K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
48+ 0.45% |
$1.02K - $1.14K
|
10.8K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
777+ 0.81% |
$16.5K - $18.5K
|
96.3K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.64K+ 5.73% |
$34.8K - $39K
|
30.2K
$613K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-962- 0.95% |
$20.4K - $22.8K
|
101K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.62K- 5.09% |
$119K - $134K
|
105K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.6K+ 7.68% |
$861K - $963K
|
569K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.79K+ 13.39% |
$37.9K - $42.4K
|
15.1K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-230- 1.1% |
$4.88K - $5.46K
|
20.7K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 0.13% |
$722 - $808
|
26.8K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.31% |
$913 - $1.02K
|
14.1K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.9K+ 103730.43% |
$507K - $567K
|
23.9K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.6K- 20.21% |
$947K - $1.06M
|
176K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 0.37% |
$234 - $261
|
2.98K
$60.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.73K- 3.06% |
$79.1K - $88.5K
|
118K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
109KNew |
$2.32M - $2.59M
|
109K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 6.22% |
$148K - $165K
|
119K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-75.3K- 67.61% |
$1.6M - $1.79M
|
36.1K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.2K- 1.78% |
$302K - $338K
|
786K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
76+ 0.26% |
$1.61K - $1.81K
|
29.1K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
79+ 0.3% |
$1.68K - $1.88K
|
26.1K
$528K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
110K+ 4.63% |
$2.33M - $2.61M
|
2.48M
$50.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43.8K- 2.97% |
$930K - $1.04M
|
1.43M
$29M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.18K- 18.13% |
$25K - $27.9K
|
5.31K
$108K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19K- 2.58% |
$404K - $451K
|
719K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.9K- 2.68% |
$316K - $354K
|
541K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
128K+ 304.44% |
$2.72M - $3.04M
|
170K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.69K- 12.48% |
$78.3K - $87.6K
|
25.9K
$524K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
98K+ 4.32% |
$2.08M - $2.33M
|
2.37M
$48M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
340K+ 182.87% |
$7.23M - $8.09M
|
527K
$10.7M
|