Latest Institutional Sells of Schwab Strategic Tr Us Broad M (SCHB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.6KClosed |
$454K - $571K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-7.02KClosed |
$301K - $379K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.77KClosed |
$248K - $311K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-5.3KClosed |
$228K - $286K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.98KClosed |
$214K - $269K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-4.89KClosed |
$210K - $264K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-4.87KClosed |
$209K - $263K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.16KClosed |
$178K - $224K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.09KClosed |
$176K - $221K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4KClosed |
$172K - $216K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.99KClosed |
$171K - $215K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.76KClosed |
$161K - $203K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.98KClosed |
$128K - $161K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.45KClosed |
$105K - $132K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78KClosed |
$76.2K - $95.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.73K- 79.02% |
$74.4K - $93.5K
|
460
$10.4K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.44KClosed |
$61.8K - $77.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.36K- 8.7% |
$58.3K - $73.3K
|
14.3K
$321K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-832- 8.43% |
$35.7K - $44.9K
|
9.03K
$203K
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-694- 91.56% |
$29.8K - $37.5K
|
64
$1.44K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-452Closed |
$19.4K - $24.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-268Closed |
$11.5K - $14.5K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-241- 3.26% |
$10.3K - $13K
|
7.15K
$161K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86Closed |
$3.69K - $4.64K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-68Closed |
$2.92K - $3.67K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-66- 0.36% |
$2.83K - $3.56K
|
18.3K
$412K
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-20- 0.15% |
$859 - $1.08K
|
13K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$429 - $540
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 9.09% |
$42.9 - $54
|
10
$225
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1Closed |
$42.9 - $54
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-112KClosed |
$5.52M - $6.39M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-49.5KClosed |
$2.43M - $2.81M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$740K - $857K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.2KClosed |
$403K - $466K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.42KClosed |
$266K - $308K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.84KClosed |
$238K - $275K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.5KClosed |
$221K - $256K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.68KClosed |
$181K - $209K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.61KClosed |
$128K - $148K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.6KClosed |
$128K - $148K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$125K - $145K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
SELL
|
- |
-2.12KClosed |
$104K - $120K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92KClosed |
$94.2K - $109K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.86KClosed |
$91.4K - $106K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.85KClosed |
$91.1K - $105K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-675Closed |
$33.2K - $38.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-397Closed |
$19.5K - $22.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-341Closed |
$16.8K - $19.4K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-300Closed |
$14.7K - $17.1K
|
0
$0
|