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 |
---|---|---|---|---|---|---|---|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-702- 0.38% |
$40.4K - $44.4K
|
185K
$12.2M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.46K- 28.79% |
$141K - $155K
|
6.07K
$402K
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
87.6KNew |
$5.04M - $5.55M
|
87.6K
$5.8M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
82.5KNew |
$4.75M - $5.23M
|
82.5K
$5.47M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-705- 61.68% |
$40.6K - $44.6K
|
438
$29K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.22K+ 7.5% |
$358K - $394K
|
89.2K
$5.91M
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.15KNew |
$469K - $516K
|
8.15K
$540K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.7K+ 26428.57% |
$213K - $234K
|
3.71K
$246K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 16.08% |
$1.26M - $1.38M
|
158K
$10.5M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
800New |
$46.1K - $50.6K
|
800
$53K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.47K- 7.6% |
$142K - $156K
|
30K
$1.99M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 3.93% |
$1.31M - $1.44M
|
555K
$36.8M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.43K+ 2.63% |
$255K - $280K
|
173K
$11.4M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$3.28K - $3.61K
|
57
$3.78K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.8K+ 18.22% |
$219K - $241K
|
24.7K
$1.63M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-60- 0.88% |
$3.45K - $3.8K
|
6.79K
$450K
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.78K+ 21.27% |
$102K - $112K
|
10.1K
$671K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-551- 10.67% |
$31.7K - $34.9K
|
4.62K
$306K
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
262+ 0.43% |
$15.1K - $16.6K
|
61.6K
$4.08M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.5K- 43.33% |
$374K - $411K
|
8.5K
$563K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 2.06% |
$790K - $869K
|
680K
$45M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.8KNew |
$276K - $304K
|
4.8K
$318K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-272- 36.12% |
$15.7K - $17.2K
|
481
$31.9K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 12.87% |
$37K - $40.7K
|
4.35K
$288K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.72% |
$63.8K - $70.2K
|
153K
$10.1M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.69K+ 5.93% |
$385K - $423K
|
119K
$7.91M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 0.3% |
$979 - $1.08K
|
5.74K
$380K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 15.78% |
$21K - $23K
|
1.94K
$129K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
21.6KNew |
$1.25M - $1.37M
|
21.6K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.85K- 25.4% |
$221K - $244K
|
11.3K
$748K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.22K+ 59.96% |
$243K - $267K
|
11.3K
$746K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-216- 67.5% |
$12.4K - $13.7K
|
104
$6.89K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-232- 3.48% |
$13.4K - $14.7K
|
6.44K
$427K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-145K- 2.3% |
$8.36M - $9.2M
|
6.17M
$409M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.71K- 3.13% |
$156K - $171K
|
83.7K
$5.54M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.28% |
$518 - $570
|
3.17K
$210K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-4.35K- 1.52% |
$250K - $275K
|
282K
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25K+ 7.12% |
$1.44M - $1.58M
|
377K
$24.9M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1- 0.03% |
$57.6 - $63.3
|
3.31K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-340- 6.08% |
$19.6K - $21.5K
|
5.26K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
40.5K+ 209.51% |
$2.33M - $2.56M
|
59.8K
$3.96M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
501+ 6.65% |
$28.8K - $31.7K
|
8.04K
$532K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.11K- 10.69% |
$294K - $323K
|
42.7K
$2.83M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 5.6% |
$312K - $343K
|
102K
$6.77M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.39% |
$1.84K - $2.03K
|
8.21K
$543K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-130- 1.46% |
$7.48K - $8.23K
|
8.75K
$580K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-82- 14.34% |
$4.72K - $5.19K
|
490
$32.5K
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-56.7K- 5.54% |
$3.27M - $3.59M
|
967K
$64M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.93K- 14.98% |
$341K - $375K
|
33.6K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-7.2K- 1.94% |
$415K - $456K
|
364K
$24.1M
|