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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
315+ 0.09% |
$18.9K - $21K
|
362K
$8.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 33.4% |
$1.01M - $1.12M
|
67.5K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.16K- 1.29% |
$309K - $343K
|
395K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
57+ 1.32% |
$3.42K - $3.79K
|
4.39K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$12.4K - $13.8K
|
207
$4.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-237- 0.6% |
$14.2K - $15.8K
|
39.4K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$420 - $466
|
3.91K
$89.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
273+ 3.37% |
$16.4K - $18.2K
|
8.36K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.31K- 40.18% |
$438K - $486K
|
10.9K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.41K+ 11.66% |
$504K - $560K
|
80.6K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.8K+ 4.28% |
$646K - $717K
|
263K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$120 - $133
|
16.6K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.46% |
$1.26K - $1.4K
|
4.62K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.29% |
$3K - $3.33K
|
17.1K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.49KNew |
$89.5K - $99.4K
|
1.49K
$34.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20.6K- 33.88% |
$1.23M - $1.37M
|
40.2K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-98- 0.12% |
$5.87K - $6.52K
|
80.6K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.05% |
$1.74K - $1.93K
|
61.6K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.44K+ 31.54% |
$566K - $628K
|
39.4K
$906K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 0.63% |
$76.5K - $84.9K
|
204K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.01KNew |
$180K - $200K
|
3.01K
$69.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.91K+ 11.94% |
$294K - $326K
|
46K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
194+ 55.43% |
$11.6K - $12.9K
|
544
$12.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
993+ 0.64% |
$59.5K - $66.1K
|
155K
$3.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.3% |
$1.2K - $1.33K
|
6.64K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.78K+ 8.82% |
$107K - $118K
|
22K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-24.6K- 6.84% |
$1.47M - $1.64M
|
335K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-351- 7.54% |
$21K - $23.3K
|
4.3K
$99K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4KNew |
$1.34M - $1.49M
|
22.4K
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 0.18% |
$7.31K - $8.12K
|
69.2K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.49K+ 2.28% |
$389K - $432K
|
291K
$6.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
81.9K+ 10.75% |
$4.91M - $5.45M
|
844K
$19.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
10.5K+ 3.3% |
$631K - $700K
|
330K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
23.5K+ 1.08% |
$1.41M - $1.56M
|
2.21M
$50.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.05K- 4.82% |
$62.7K - $69.6K
|
20.7K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.89K+ 48.15% |
$233K - $259K
|
12K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.14% |
$2.4K - $2.66K
|
28.6K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.02K- 2.73% |
$61.1K - $67.9K
|
36.3K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 3.32% |
$1.28M - $1.42M
|
662K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76KNew |
$4.55M - $5.05M
|
76K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
470+ 3.67% |
$28.2K - $31.3K
|
13.3K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3- 0.07% |
$180 - $200
|
4.14K
$95.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.08KNew |
$184K - $205K
|
3.08K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-354- 0.55% |
$21.2K - $23.5K
|
64.5K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
903+ 1.09% |
$54.1K - $60.1K
|
83.5K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 10.42% |
$34.2K - $38K
|
4.91K
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-839- 4.75% |
$50.3K - $55.8K
|
16.8K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 0.14% |
$2.4K - $2.66K
|
28.2K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.59% |
$240 - $266
|
677
$15.6K
|