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 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.87K+ 0.99% |
$292K - $324K
|
499K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.34K- 5.4% |
$440K - $488K
|
129K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-158- 2.02% |
$9.47K - $10.5K
|
7.66K
$178K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
252+ 4.76% |
$15.1K - $16.8K
|
5.55K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.04K+ 26.0% |
$302K - $335K
|
24.4K
$567K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.16% |
$779 - $865
|
8.39K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
817K+ 195.43% |
$49M - $54.4M
|
1.24M
$28.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.11% |
$3.18K - $3.53K
|
50.5K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.69K+ 1.37% |
$341K - $378K
|
420K
$9.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
334+ 0.69% |
$20K - $22.2K
|
48.5K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 15.71% |
$1.43M - $1.59M
|
176K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$62.5K - $69.4K
|
1.04K
$24.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-76- 0.59% |
$4.55K - $5.06K
|
12.9K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
501+ 1.26% |
$30K - $33.3K
|
40.2K
$933K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-340- 2.83% |
$20.4K - $22.6K
|
11.7K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.48% |
$59.9 - $66.5
|
209
$4.85K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 0.82% |
$32.7K - $36.3K
|
65.6K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$2.34K - $2.59K
|
6.13K
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.54K+ 126.02% |
$392K - $435K
|
11.7K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
5New |
$300 - $333
|
5
$116
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
122+ 0.91% |
$7.31K - $8.12K
|
13.5K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 0.95% |
$111K - $123K
|
192K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-458- 2.49% |
$27.4K - $30.5K
|
17.9K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
146K+ 23.54% |
$8.75M - $9.71M
|
766K
$17.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
10.1KNew |
$604K - $671K
|
10.1K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 12.04% |
$1.25M - $1.39M
|
195K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.6% |
$59.9 - $66.5
|
167
$3.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 7.38% |
$603K - $670K
|
147K
$3.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$12.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
189+ 14.22% |
$11.3K - $12.6K
|
1.52K
$35.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600+ 1.26% |
$36K - $39.9K
|
48.2K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.59K- 4.1% |
$574K - $638K
|
224K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
321+ 0.53% |
$19.2K - $21.4K
|
61.3K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.5K- 5.36% |
$150K - $166K
|
44.1K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-32- 0.1% |
$1.92K - $2.13K
|
33.5K
$777K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.12% |
$539 - $599
|
7.23K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 6.35% |
$136K - $151K
|
33.5K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16+ 0.27% |
$959 - $1.06K
|
5.91K
$137K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.27K+ 1.78% |
$136K - $151K
|
130K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-291- 3.49% |
$17.4K - $19.4K
|
8.05K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
30+ 0.49% |
$1.8K - $2K
|
6.2K
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.37% |
$66.3K - $73.6K
|
26.5K
$614K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.35K+ 0.48% |
$560K - $622K
|
1.95M
$45.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$59.9 - $66.5
|
415
$9.63K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
97+ 0.63% |
$5.81K - $6.45K
|
15.4K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 6.91% |
$166K - $184K
|
42.8K
$993K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
366New |
$21.9K - $24.3K
|
366
$8.49K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12.9K+ 3.16% |
$774K - $859K
|
421K
$9.78M
|