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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.36KNew |
$261K - $290K
|
4.36K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.67K+ 3.7% |
$100K - $111K
|
46.9K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.77KNew |
$346K - $384K
|
5.77K
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.27K- 4.25% |
$76.3K - $84.7K
|
28.7K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-49- 0.39% |
$2.94K - $3.26K
|
12.4K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.59% |
$2.58K - $2.86K
|
7.35K
$170K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
919+ 1.67% |
$55.1K - $61.1K
|
55.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.6% |
$7.79K - $8.65K
|
21.7K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
74.7K+ 10.04% |
$4.48M - $4.97M
|
818K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38- 0.06% |
$2.28K - $2.53K
|
61.5K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.06K- 0.52% |
$63.4K - $70.4K
|
203K
$4.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.66K+ 6.42% |
$399K - $443K
|
110K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-830- 3.13% |
$49.7K - $55.2K
|
25.7K
$596K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45.5K+ 12.95% |
$2.72M - $3.02M
|
396K
$9.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-238K- 10.65% |
$14.3M - $15.9M
|
2M
$46.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.78K+ 2.02% |
$226K - $251K
|
191K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$779 - $865
|
86
$2K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.3K+ 292.99% |
$1.7M - $1.88M
|
38K
$882K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2.03K+ 7.03% |
$121K - $135K
|
30.8K
$716K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.91K- 10.13% |
$294K - $327K
|
43.6K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.7K - $2.99K
|
11.6K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
356+ 81.28% |
$21.3K - $23.7K
|
794
$18.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-442- 5.88% |
$26.5K - $29.4K
|
7.07K
$164K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$1.32K - $1.46K
|
57.5K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.58% |
$3.48K - $3.86K
|
10.1K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03K+ 5.01% |
$122K - $135K
|
42.6K
$988K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
385+ 1.05% |
$23.1K - $25.6K
|
37.1K
$861K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.3K- 11.59% |
$138K - $153K
|
17.5K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
565KNew |
$33.8M - $37.6M
|
565K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$3.06K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 0.15% |
$11.4K - $12.6K
|
129K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
483+ 0.68% |
$28.9K - $32.1K
|
71.9K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 14.34% |
$159K - $176K
|
15.8K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
806+ 3.16% |
$48.3K - $53.6K
|
26.3K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$183K - $204K
|
3.06K
$71K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
342+ 6.88% |
$20.5K - $22.7K
|
5.32K
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 0.62% |
$4.37K - $4.86K
|
11.8K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
168K+ 4.59% |
$10.1M - $11.2M
|
3.82M
$88.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4K- 22.82% |
$240K - $266K
|
13.5K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$81.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.05K- 0.89% |
$63K - $69.9K
|
118K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-954- 3.05% |
$57.2K - $63.5K
|
30.3K
$704K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-117- 0.36% |
$7.01K - $7.78K
|
32.4K
$752K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
597+ 2.42% |
$35.8K - $39.7K
|
25.2K
$585K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 1.49% |
$3.06K - $3.39K
|
3.48K
$80.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$405K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-716- 1.59% |
$42.9K - $47.6K
|
44.4K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 0.13% |
$22.6K - $25.1K
|
300K
$6.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-63- 0.4% |
$3.78K - $4.19K
|
15.6K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 4.77% |
$66.9K - $74.2K
|
22.3K
$518K
|