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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 181.27% |
$358K - $1.09M
|
25.3K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
522K+ 201.48% |
$11.5M - $34.9M
|
781K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
39.6K+ 200.03% |
$871K - $2.64M
|
59.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
27.8K+ 259.57% |
$612K - $1.86M
|
38.5K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.7K+ 254.16% |
$521K - $1.58M
|
33K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
15.7K+ 200.46% |
$345K - $1.05M
|
23.5K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 200.0% |
$52.5K - $159K
|
3.58K
$72.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25M+ 196.41% |
$27.4M - $83.3M
|
1.88M
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.15K+ 200.88% |
$25.2K - $76.5K
|
1.72K
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.17K+ 67.34% |
$114K - $346K
|
12.9K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.05K+ 200.0% |
$199K - $604K
|
13.6K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 177.38% |
$129K - $393K
|
9.2K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.4K+ 1745.6% |
$1.99M - $6.04M
|
95.6K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.6K+ 218.6% |
$1.2M - $3.65M
|
79.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.49K+ 198.45% |
$209K - $634K
|
14.3K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 343.97% |
$2.38M - $7.23M
|
140K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3K+ 200.0% |
$579K - $1.76M
|
39.5K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15K+ 149.91% |
$330K - $1M
|
25K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
71K+ 197.17% |
$1.56M - $4.74M
|
107K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
58.8K+ 217.25% |
$1.29M - $3.93M
|
85.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
216K+ 193.74% |
$4.76M - $14.5M
|
328K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.82K+ 200.0% |
$216K - $656K
|
14.7K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
56K+ 192.04% |
$1.23M - $3.74M
|
85.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
594K+ 189.35% |
$13.1M - $39.7M
|
908K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.4K+ 187.1% |
$1.09M - $3.3M
|
75.8K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.6K+ 3197.27% |
$232K - $705K
|
10.9K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 200.0% |
$22.6K - $68.7K
|
1.54K
$31.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.76M+ 224.36% |
$60.8M - $185M
|
4M
$80.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.9K+ 200.17% |
$284K - $862K
|
19.3K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
93.7K+ 197.42% |
$2.06M - $6.26M
|
141K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
423K+ 201.63% |
$9.31M - $28.3M
|
633K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.95K+ 244.96% |
$42.8K - $130K
|
2.74K
$55.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.5K+ 200.32% |
$319K - $968K
|
21.7K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6.42K+ 201.06% |
$141K - $429K
|
9.61K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11.5K+ 200.0% |
$253K - $768K
|
17.2K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
30.4KNew |
$669K - $2.03M
|
30.4K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
58.8K+ 217.25% |
$1.29M - $3.93M
|
85.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$5.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.3KNew |
$315K - $957K
|
14.3K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.08M+ 187.73% |
$134M - $407M
|
9.33M
$189M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35.1K+ 760.46% |
$772K - $2.35M
|
39.7K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33K+ 94.64% |
$51.3K - $156K
|
4.79K
$97.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.1K+ 325.13% |
$1.87M - $5.68M
|
111K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
389K+ 227.54% |
$8.57M - $26M
|
561K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 200.0% |
$165K - $500K
|
11.2K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.95K+ 200.0% |
$153K - $465K
|
10.4K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
713K+ 186.04% |
$15.7M - $47.7M
|
1.1M
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
204K+ 250.19% |
$4.49M - $13.6M
|
286K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
237K+ 185.63% |
$5.22M - $15.8M
|
365K
$7.39M
|