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 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
9.51KNew |
$209K - $635K
|
9.51K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
255K+ 194.14% |
$5.61M - $17M
|
386K
$8.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.31K- 24.8% |
$72.8K - $221K
|
10K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
60.9K+ 200.42% |
$1.34M - $4.07M
|
91.3K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
7.14K+ 175.78% |
$157K - $477K
|
11.2K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 199.98% |
$506K - $1.54M
|
34.5K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
462K+ 203.03% |
$10.2M - $30.9M
|
690K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
840+ 200.0% |
$18.5K - $56.1K
|
1.26K
$29K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 179.61% |
$312K - $946K
|
22.1K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55.4K+ 186.2% |
$1.22M - $3.7M
|
85.1K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39.3K+ 295.74% |
$865K - $2.63M
|
52.6K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 182.67% |
$1.73M - $5.24M
|
121K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
719K+ 199.57% |
$15.8M - $48.1M
|
1.08M
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
592+ 200.68% |
$13K - $39.6K
|
887
$20.4K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
318K+ 197.28% |
$7M - $21.2M
|
479K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.27K+ 2.32% |
$116K - $352K
|
232K
$5.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
598New |
$13.2K - $40K
|
598
$13.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162K+ 199.44% |
$3.57M - $10.9M
|
244K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.65K+ 199.97% |
$168K - $511K
|
11.5K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.6K+ 200.0% |
$234K - $711K
|
16K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678K+ 195.19% |
$14.9M - $45.3M
|
1.03M
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
374K+ 185.49% |
$8.23M - $25M
|
576K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27.3K+ 648.47% |
$602K - $1.83M
|
31.5K
$726K
|
|
|
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
|