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 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.89K- 4.82% |
$113K - $126K
|
37.3K
$867K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$360 - $399
|
846
$19.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.42% |
$59.9 - $66.5
|
237
$5.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268+ 1.73% |
$16.1K - $17.8K
|
15.7K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
327+ 3.27% |
$19.6K - $21.8K
|
10.3K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07K+ 33.17% |
$64.1K - $71.1K
|
4.29K
$99.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$74K - $82.1K
|
40.7K
$946K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.36K+ 33.81% |
$81.7K - $90.7K
|
5.39K
$125K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 2.78% |
$13.7K - $15.2K
|
8.46K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.08K+ 27.25% |
$64.9K - $72K
|
5.06K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
312+ 11.32% |
$18.7K - $20.8K
|
3.07K
$71.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.8K+ 200.0% |
$887K - $985K
|
22.2K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8+ 0.18% |
$479 - $532
|
4.4K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 5.91% |
$63.1K - $70K
|
18.9K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
111K+ 4.04% |
$6.67M - $7.4M
|
2.86M
$66.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
152+ 0.59% |
$9.11K - $10.1K
|
26.1K
$605K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
52+ 0.61% |
$3.12K - $3.46K
|
8.54K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4+ 0.54% |
$240 - $266
|
750
$17.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.45K- 8.52% |
$86.6K - $96.1K
|
15.5K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162New |
$9.71K - $10.8K
|
162
$3.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$1.32K - $1.46K
|
4.34K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.91% |
$3.06K - $3.39K
|
5.67K
$131K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11.5K- 0.82% |
$691K - $767K
|
1.39M
$32.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.16K+ 7.22% |
$190K - $210K
|
47K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
38.8K+ 1.29% |
$2.33M - $2.58M
|
3.06M
$70.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 22.66% |
$604K - $670K
|
34.4K
$798K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.05K+ 80.26% |
$183K - $203K
|
6.85K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.89K- 7.76% |
$113K - $126K
|
22.5K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-620- 1.72% |
$37.2K - $41.2K
|
35.3K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 2.44% |
$11.4K - $12.6K
|
7.96K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 3.24% |
$18.7K - $20.8K
|
9.31K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
37+ 0.09% |
$2.22K - $2.46K
|
42.9K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-152- 0.11% |
$9.11K - $10.1K
|
139K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
668+ 2.42% |
$40K - $44.4K
|
28.3K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$59.9 - $66.5
|
107
$2.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 3.0% |
$1.15M - $1.27M
|
657K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
310+ 0.61% |
$18.6K - $20.6K
|
51.3K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.39K+ 30.26% |
$83.4K - $92.5K
|
5.99K
$139K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.31K- 3.59% |
$138K - $153K
|
61.9K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 0.84% |
$42.6K - $47.2K
|
84.8K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.7K - $2.99K
|
8.04K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.91K+ 2.87% |
$234K - $260K
|
140K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.05KNew |
$183K - $203K
|
3.05K
$70.8K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$9.24K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
124+ 1.27% |
$7.43K - $8.25K
|
9.87K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-313- 5.48% |
$18.8K - $20.8K
|
5.4K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$81.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.5K- 5.66% |
$1.35M - $1.49M
|
375K
$8.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.73K+ 0.7% |
$284K - $315K
|
685K
$15.9M
|