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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
82K+ 197.55% |
$1.81M - $5.48M
|
124K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
80.5KNew |
$1.77M - $5.38M
|
80.5K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
45.3K+ 206.22% |
$998K - $3.03M
|
67.3K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.9M+ 197.28% |
$41.9M - $127M
|
2.87M
$62.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
330K+ 219.88% |
$7.27M - $22.1M
|
481K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 299.06% |
$239K - $725K
|
14.5K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
119K+ 200.03% |
$2.63M - $7.98M
|
179K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 202.98% |
$5.31M - $16.1M
|
360K
$7.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
25.9K+ 127.85% |
$570K - $1.73M
|
46.1K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
34K+ 292.56% |
$749K - $2.27M
|
45.6K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
724+ 244.59% |
$15.9K - $48.4K
|
1.02K
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
184+ 200.0% |
$4.05K - $12.3K
|
276
$5.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.27K- 93.77% |
$160K - $486K
|
483
$10.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
111K+ 194.19% |
$2.44M - $7.41M
|
168K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32K+ 187.7% |
$704K - $2.14M
|
49K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
28.3K+ 200.58% |
$622K - $1.89M
|
42.3K
$918K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
21.8K+ 216.17% |
$480K - $1.46M
|
31.9K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355K+ 378.14% |
$7.81M - $23.7M
|
449K
$9.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
368K+ 195.97% |
$8.1M - $24.6M
|
556K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17.6K+ 201.05% |
$388K - $1.18M
|
26.4K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.69M+ 203.53% |
$59.1M - $180M
|
4.01M
$86.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
29.4K+ 636.67% |
$648K - $1.97M
|
34K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73.2K+ 200.0% |
$1.61M - $4.89M
|
110K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
11.5K+ 200.0% |
$254K - $772K
|
17.3K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
33K+ 2.67% |
$727K - $2.21M
|
1.27M
$27.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
6.1K+ 199.93% |
$134K - $408K
|
9.15K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.5K+ 387.46% |
$341K - $1.04M
|
19.5K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32K+ 199.98% |
$704K - $2.14M
|
48K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.09K+ 200.11% |
$200K - $607K
|
13.6K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
278K+ 199.9% |
$6.12M - $18.6M
|
417K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.74K+ 200.0% |
$192K - $584K
|
13.1K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 175.93% |
$323K - $982K
|
23K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$790K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
153K+ 177.0% |
$3.38M - $10.3M
|
240K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
829KNew |
$18.2M - $55.4M
|
829K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.4K+ 200.14% |
$228K - $693K
|
15.6K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
12K+ 198.37% |
$265K - $804K
|
18.1K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 194.0% |
$256K - $778K
|
17.6K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-205- 71.93% |
$4.51K - $13.7K
|
80
$1.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.95K+ 200.02% |
$219K - $665K
|
14.9K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.2K+ 216.7% |
$621K - $1.89M
|
41.3K
$895K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
225K+ 191.32% |
$4.95M - $15M
|
342K
$7.43M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
574K+ 201.58% |
$12.6M - $38.4M
|
859K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
502K+ 195.55% |
$11M - $33.5M
|
759K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
10.1K+ 201.03% |
$223K - $678K
|
15.2K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
9.68K+ 222.95% |
$213K - $647K
|
14K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$198K - $601K
|
9K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
29.1K+ 200.0% |
$640K - $1.94M
|
43.6K
$947K
|