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
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.42% |
$9.53K - $10.6K
|
6.74K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 2.3% |
$30K - $33.3K
|
21.3K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.6K+ 33.83% |
$1.24M - $1.37M
|
81.5K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.35KNew |
$500K - $556K
|
8.35K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.39K- 38.07% |
$323K - $359K
|
8.77K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.07K+ 4.53% |
$244K - $271K
|
93.9K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 17.52% |
$627K - $696K
|
70.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
588+ 1.81% |
$35.2K - $39.1K
|
33.1K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 7.76% |
$15K - $16.6K
|
3.47K
$81.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.77K+ 3.78% |
$166K - $184K
|
76.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4K+ 952.38% |
$240K - $266K
|
4.42K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-691- 5.41% |
$41.4K - $46K
|
12.1K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
152K+ 12.2% |
$9.13M - $10.1M
|
1.4M
$32.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.76K- 28.28% |
$225K - $250K
|
9.54K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 0.85% |
$77.4K - $85.9K
|
151K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.59K- 59.2% |
$395K - $438K
|
4.54K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 1.24% |
$65.4K - $72.6K
|
89.2K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-220K- 31.07% |
$13.2M - $14.6M
|
488K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
200+ 1.89% |
$12K - $13.3K
|
10.8K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.27K- 3.46% |
$76.1K - $84.4K
|
35.4K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 4.74% |
$936K - $1.04M
|
314K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.39% |
$1.44K - $1.6K
|
1.75K
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48.9K+ 216.19% |
$2.93M - $3.25M
|
71.5K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
165KNew |
$9.89M - $11M
|
165K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.58K+ 8.69% |
$214K - $238K
|
44.7K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.3K- 9.89% |
$1.4M - $1.55M
|
212K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.8K+ 242.89% |
$944K - $1.05M
|
22.2K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.45K+ 18.2% |
$267K - $296K
|
28.9K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-170- 9.82% |
$10.2K - $11.3K
|
1.56K
$36.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-254- 1.92% |
$15.2K - $16.9K
|
13K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 1.02% |
$629K - $699K
|
1.02M
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55+ 0.28% |
$3.3K - $3.66K
|
19.4K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
24.3KNew |
$1.46M - $1.62M
|
24.3K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.59K- 2.79% |
$95.1K - $106K
|
55.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.77K+ 10.87% |
$466K - $517K
|
79.3K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
125+ 1.0% |
$7.49K - $8.32K
|
12.7K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.26K+ 6.84% |
$136K - $150K
|
35.3K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-331- 6.34% |
$19.8K - $22K
|
4.89K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15K- 0.74% |
$901K - $1M
|
2.03M
$47.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.16K- 8.52% |
$69.3K - $76.9K
|
12.4K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
33+ 0.33% |
$1.98K - $2.2K
|
10.1K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
15+ 0.19% |
$899 - $998
|
7.82K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.88% |
$2.76K - $3.06K
|
5.21K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.5K+ 5.77% |
$1.23M - $1.36M
|
376K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.18KNew |
$310K - $344K
|
5.18K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.26% |
$1.86K - $2.06K
|
11.9K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195- 5.2% |
$11.7K - $13K
|
3.56K
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
300+ 0.73% |
$18K - $20K
|
41.5K
$974K
|