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 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
360+ 2.52% |
$21.6K - $23.9K
|
14.6K
$339K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 0.63% |
$1.8K - $2K
|
4.76K
$111K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 1.87% |
$64.8K - $71.9K
|
56.6K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.75% |
$6.11K - $6.79K
|
13.8K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
292+ 5.62% |
$17.5K - $19.4K
|
5.49K
$127K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-363- 0.68% |
$21.8K - $24.1K
|
53K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.11KNew |
$186K - $207K
|
3.11K
$72.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-21.9K- 1.21% |
$1.31M - $1.45M
|
1.79M
$41.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.1K- 3.43% |
$725K - $805K
|
341K
$7.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.42K- 2.1% |
$325K - $361K
|
253K
$5.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$2.04K
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.34KNew |
$200K - $222K
|
3.34K
$77.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10.7K+ 16.65% |
$642K - $713K
|
75K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-178- 5.3% |
$10.7K - $11.8K
|
3.18K
$73.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6KNew |
$813K - $903K
|
13.6K
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.4K+ 3.47% |
$83.7K - $92.9K
|
41.6K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-859- 15.65% |
$51.5K - $57.1K
|
4.63K
$107K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.04K- 1.79% |
$62.3K - $69.2K
|
57.1K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$75.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 1.45% |
$105K - $116K
|
119K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.44% |
$59.9 - $66.5
|
40
$928
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-72.6K- 18.14% |
$4.35M - $4.83M
|
328K
$7.61M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.59K- 15.62% |
$95.5K - $106K
|
8.61K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14- 0.24% |
$839 - $931
|
5.9K
$137K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-16- 0.23% |
$959 - $1.06K
|
6.9K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 3.63% |
$11.7K - $13K
|
5.18K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-525- 4.79% |
$31.5K - $34.9K
|
10.4K
$242K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
563+ 1.95% |
$33.7K - $37.5K
|
29.5K
$685K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.08% |
$240 - $266
|
5.25K
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $200
|
13.7K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
553+ 1.69% |
$33.1K - $36.8K
|
33.3K
$774K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.68K- 6.07% |
$161K - $179K
|
41.5K
$964K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112+ 0.64% |
$6.71K - $7.45K
|
17.6K
$408K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$196K - $217K
|
3.27K
$75.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.02% |
$420 - $466
|
33.5K
$777K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
623+ 1.91% |
$37.3K - $41.4K
|
33.2K
$772K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.16% |
$3.84K - $4.26K
|
39.9K
$925K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
32+ 0.53% |
$1.92K - $2.13K
|
6.03K
$140K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 3.41% |
$72.4K - $80.4K
|
34.2K
$794K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
663+ 7.78% |
$39.7K - $44.1K
|
9.19K
$213K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.1K- 4.42% |
$306K - $339K
|
110K
$2.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49K- 45.1% |
$149K - $166K
|
3.03K
$70.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.29K- 2.98% |
$137K - $153K
|
74.8K
$1.73M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.02K - $1.13K
|
10.4K
$241K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-451- 7.52% |
$27K - $30K
|
5.55K
$129K
|
|
| Q2 2024 | |||||||
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-60- 0.82% |
$3.45K - $3.8K
|
7.25K
$168K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-266- 1.77% |
$15.3K - $16.8K
|
14.7K
$342K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.15KNew |
$469K - $516K
|
8.15K
$189K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.7K+ 26428.57% |
$213K - $234K
|
3.71K
$86.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
800New |
$46.1K - $50.6K
|
800
$18.6K
|
|