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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-171- 0.79% |
$3.63K - $4.06K
|
21.5K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
29+ 0.3% |
$616 - $689
|
9.64K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9+ 0.09% |
$191 - $214
|
9.94K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4K- 0.93% |
$72.1K - $80.7K
|
361K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$29.3K - $32.8K
|
1.38K
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
426+ 4.22% |
$9.04K - $10.1K
|
10.5K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.58KClosed |
$75.9K - $84.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
138+ 1.5% |
$2.93K - $3.28K
|
9.34K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.85K- 4.65% |
$39.2K - $43.9K
|
37.9K
$919K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3- -0.0% |
$63.7 - $71.3
|
128K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.8K+ 4.63% |
$357K - $400K
|
380K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.91K- 0.88% |
$61.7K - $69.1K
|
326K
$7.92M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-789- 0.69% |
$16.8K - $18.7K
|
114K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.36K- 2.03% |
$92.6K - $104K
|
211K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-114- 1.2% |
$2.42K - $2.71K
|
9.35K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.7K+ 1.95% |
$1.37M - $1.54M
|
3.39M
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5+ 0.03% |
$106 - $119
|
18.1K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.47K+ 1.96% |
$73.7K - $82.4K
|
180K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-388- 4.43% |
$8.24K - $9.22K
|
8.37K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39K- 2.23% |
$50.7K - $56.7K
|
105K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.94K+ 15.05% |
$41.2K - $46.1K
|
14.8K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.05K+ 3.4% |
$64.7K - $72.4K
|
92.7K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
134K+ 76.9% |
$2.85M - $3.19M
|
309K
$7.49M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34.1K+ 6.53% |
$725K - $811K
|
557K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
775+ 0.36% |
$16.5K - $18.4K
|
216K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.2K- 8.01% |
$174K - $195K
|
94.2K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-271- 0.49% |
$5.75K - $6.44K
|
55.3K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
175+ 1.32% |
$3.72K - $4.16K
|
13.4K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
4.42K+ 0.19% |
$93.8K - $105K
|
2.34M
$56.8M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.45K+ 0.24% |
$179K - $201K
|
3.5M
$85M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 1.24% |
$53.1K - $59.4K
|
200K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-22.6K- 2.58% |
$481K - $538K
|
855K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.52K+ 3.06% |
$160K - $179K
|
253K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 5.32% |
$2.15M - $2.41M
|
2.01M
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.1K+ 12.69% |
$447K - $500K
|
187K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.13K+ 2.31% |
$23.9K - $26.7K
|
49.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41.3K- 23.85% |
$877K - $981K
|
132K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36.3KNew |
$770K - $861K
|
36.3K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 53.69% |
$54.6K - $61.1K
|
7.37K
$179K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.87K+ 7.56% |
$167K - $187K
|
112K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 9.98% |
$376K - $421K
|
195K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.27K- 2.35% |
$26.9K - $30.1K
|
52.6K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-211- 57.34% |
$4.48K - $5.01K
|
157
$3.81K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.38K+ 2.1% |
$50.6K - $56.6K
|
116K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
572+ 0.52% |
$12.1K - $13.6K
|
110K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.66K+ 3.06% |
$56.6K - $63.3K
|
89.6K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
3.87K+ 4.5% |
$82.1K - $91.8K
|
89.8K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 1.45% |
$1.75M - $1.96M
|
5.61M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 2.46% |
$10.4K - $11.7K
|
19.5K
$474K
|