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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
92K+ 198.95% |
$2.03M - $6.15M
|
138K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
706K+ 200.11% |
$15.5M - $47.1M
|
1.06M
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.6K+ 200.26% |
$497K - $1.51M
|
33.9K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
147K+ 202.81% |
$3.23M - $9.79M
|
219K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.9K+ 193.56% |
$415K - $1.26M
|
28.6K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
57.4K+ 214.72% |
$1.26M - $3.84M
|
84.1K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$326K - $989K
|
14.8K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
29.5K+ 345.24% |
$649K - $1.97M
|
38K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
261+ 0.72% |
$5.74K - $17.4K
|
36.6K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
66.7K+ 190.68% |
$1.47M - $4.46M
|
102K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
256+ 201.57% |
$5.63K - $17.1K
|
383
$8.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.73K- 9.29% |
$104K - $316K
|
46.2K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
190K+ 197.22% |
$4.17M - $12.7M
|
286K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9.8K+ 200.0% |
$216K - $655K
|
14.7K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
291K+ 194.64% |
$6.4M - $19.4M
|
440K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.34K+ 200.0% |
$184K - $557K
|
12.5K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
629K+ 199.22% |
$13.9M - $42.1M
|
945K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
779K+ 203.7% |
$17.2M - $52.1M
|
1.16M
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.9K+ 201.97% |
$636K - $1.93M
|
43.2K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 189.79% |
$1.08M - $3.29M
|
75.2K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.8K+ 147.31% |
$1.91M - $5.8M
|
146K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10K+ 200.0% |
$220K - $668K
|
15K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
86.9K+ 210.23% |
$1.91M - $5.81M
|
128K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
139K+ 201.92% |
$3.05M - $9.26M
|
207K
$4.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06M+ 192.71% |
$45.3M - $137M
|
3.12M
$71.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
48.2K+ 184.99% |
$1.06M - $3.22M
|
74.2K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
108K+ 180.64% |
$2.37M - $7.21M
|
168K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
47.1K+ 239.99% |
$1.04M - $3.15M
|
66.7K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
7.21K+ 206.56% |
$159K - $482K
|
10.7K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75.6K+ 208.19% |
$1.66M - $5.05M
|
112K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
857K+ 376.25% |
$18.9M - $57.2M
|
1.08M
$25M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
67.9K+ 209.51% |
$1.49M - $4.54M
|
100K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.99K+ 142.64% |
$132K - $400K
|
10.2K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
69.2K+ 193.78% |
$1.52M - $4.63M
|
105K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
531K+ 325.03% |
$11.7M - $35.5M
|
694K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
51.9K+ 199.42% |
$1.14M - $3.46M
|
77.9K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44.4K+ 197.56% |
$976K - $2.96M
|
66.8K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.1KNew |
$289K - $879K
|
13.1K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146K+ 177.4% |
$3.21M - $9.76M
|
228K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.12K+ 202.19% |
$157K - $476K
|
10.6K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29.9K+ 230.24% |
$659K - $2M
|
42.9K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$640K - $1.94M
|
29.1K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
122K+ 185.82% |
$2.7M - $8.18M
|
188K
$4.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.43% |
$3.57K - $10.8K
|
38.2K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
54.6K+ 200.0% |
$1.2M - $3.65M
|
81.9K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
31.4K+ 187.56% |
$692K - $2.1M
|
48.2K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.95K+ 209.1% |
$131K - $398K
|
8.8K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 194.61% |
$1.07M - $3.25M
|
73.7K
$1.7M
|