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 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
82+ 0.45% |
$1.74K - $1.95K
|
18.4K
$372K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
476+ 1.47% |
$10.1K - $11.3K
|
32.9K
$667K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.49K- 1.24% |
$52.8K - $59K
|
197K
$3.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.8K+ 6.52% |
$59.4K - $66.5K
|
45.7K
$926K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 17.05% |
$759K - $849K
|
245K
$4.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$23.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 0.3% |
$892 - $998
|
14K
$284K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-565- 53.05% |
$12K - $13.4K
|
500
$10.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$4.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 0.02% |
$2.12K - $2.38K
|
459K
$9.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.72K- 2.17% |
$36.6K - $40.9K
|
77.7K
$1.57M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
31.6K+ 89.97% |
$696K - $2.11M
|
66.7K
$1.35M
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1.08MNew |
$23.8M - $72.4M
|
1.08M
$21.9M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
14.4KNew |
$317K - $961K
|
14.4K
$291K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
64.5KNew |
$1.42M - $4.31M
|
64.5K
$1.31M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
52.3KNew |
$1.15M - $3.49M
|
52.3K
$1.06M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
60.2MNew |
$1.33B - $4.02B
|
60.2M
$1.22B
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
156New |
$3.43K - $10.4K
|
156
$3.16K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.1K+ 188.63% |
$465K - $1.41M
|
32.3K
$654K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$800K - $2.43M
|
36.4K
$736K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
34.6KNew |
$761K - $2.31M
|
34.6K
$700K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.55KClosed |
$34.2K - $104K
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
498+ 1214.63% |
$11K - $33.3K
|
539
$10.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-22.7M- 98.01% |
$500M - $1.52B
|
460K
$9.31M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
181New |
$3.98K - $12.1K
|
181
$3.67K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 210.92% |
$81.2K - $246K
|
5.44K
$110K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
303K+ 177.31% |
$6.68M - $20.3M
|
474K
$9.61M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$114K - $346K
|
5.18K
$105K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
442K+ 166.35% |
$9.72M - $29.5M
|
707K
$14.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
114KNew |
$2.5M - $7.59M
|
114K
$2.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5K+ 206.58% |
$296K - $899K
|
20K
$404K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.38KNew |
$30.3K - $91.9K
|
1.38K
$27.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.09K+ 200.18% |
$24K - $72.8K
|
1.63K
$33.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$256K - $779K
|
11.7K
$236K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.97M+ 201.05% |
$43.3M - $131M
|
2.94M
$59.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.46K+ 199.73% |
$98.2K - $298K
|
6.69K
$136K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
70.9K+ 1486.41% |
$1.56M - $4.74M
|
75.6K
$1.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.4K+ 208.3% |
$141K - $427K
|
9.47K
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
189K+ 200.9% |
$4.16M - $12.6M
|
283K
$5.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
384New |
$8.45K - $25.7K
|
384
$7.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.46K+ 178.44% |
$164K - $498K
|
11.6K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.87M+ 199.8% |
$41.1M - $125M
|
2.8M
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.5K+ 470.82% |
$341K - $1.04M
|
18.8K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.5K+ 551.59% |
$2.15M - $6.52M
|
115K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908K+ 149.97% |
$20M - $60.7M
|
1.51M
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 199.99% |
$659K - $2M
|
44.9K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 79.64% |
$1.22M - $3.7M
|
125K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.7K+ 12.23% |
$37.4K - $114K
|
15.6K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109K+ 57.83% |
$2.4M - $7.29M
|
298K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
174K+ 200.0% |
$3.83M - $11.6M
|
261K
$5.29M
|
|