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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.1K+ 71.88% |
$773K - $2.35M
|
83.9K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.4K+ 166.14% |
$492K - $1.49M
|
35.8K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
62.3K+ 190.82% |
$1.37M - $4.17M
|
95K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
834+ 200.96% |
$18.4K - $55.7K
|
1.25K
$29.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.8K+ 200.8% |
$370K - $1.12M
|
25.2K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 213.78% |
$3.79M - $11.5M
|
253K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.7KNew |
$235K - $714K
|
10.7K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 137.81% |
$372K - $1.13M
|
29.2K
$685K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
72.5K+ 190.97% |
$1.6M - $4.85M
|
111K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
15.8K+ 258.58% |
$349K - $1.06M
|
22K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
61.7K+ 203.68% |
$1.36M - $4.13M
|
92.1K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.07M+ 200.31% |
$45.5M - $138M
|
3.1M
$72.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.88M+ 6492.27% |
$108M - $326M
|
4.96M
$116M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
103K+ 203.9% |
$2.27M - $6.88M
|
153K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 200.15% |
$231K - $702K
|
15.8K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.05K+ 226.89% |
$177K - $538K
|
11.6K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
35.5K+ 302.5% |
$781K - $2.37M
|
47.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.7K+ 200.01% |
$346K - $1.05M
|
23.6K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
16.8K+ 200.24% |
$370K - $1.12M
|
25.2K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.81K+ 200.0% |
$194K - $589K
|
13.2K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
320+ 200.0% |
$7.04K - $21.4K
|
480
$11.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
521K+ 201.47% |
$11.5M - $34.8M
|
780K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.52M+ 185.37% |
$33.4M - $101M
|
2.34M
$54.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$9.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.3K+ 218.33% |
$447K - $1.36M
|
29.6K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
15.4K+ 234.24% |
$339K - $1.03M
|
22K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
70.3K+ 227.88% |
$1.55M - $4.69M
|
101K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.07K+ 200.46% |
$134K - $406K
|
9.1K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 267.53% |
$224K - $680K
|
14K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.82K+ 200.0% |
$40.1K - $122K
|
2.73K
$64K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 91.04% |
$312K - $948K
|
29.8K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
499K+ 200.87% |
$11M - $33.4M
|
748K
$17.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.05K+ 201.15% |
$23K - $69.9K
|
1.57K
$36.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
80.2K+ 198.04% |
$1.77M - $5.36M
|
121K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19.1KNew |
$421K - $1.28M
|
19.1K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.57K+ 200.99% |
$211K - $640K
|
14.3K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68M+ 199.4% |
$59M - $179M
|
4.02M
$94.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46K+ 200.31% |
$1.01M - $3.07M
|
69K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
46.4K+ 200.11% |
$1.02M - $3.1M
|
69.6K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.97K+ 200.0% |
$65.3K - $198K
|
4.45K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
59.7K+ 219.44% |
$1.31M - $3.99M
|
86.9K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
841K+ 212.11% |
$18.5M - $56.2M
|
1.24M
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
191K+ 194.25% |
$4.21M - $12.8M
|
290K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.7K+ 201.24% |
$609K - $1.85M
|
41.5K
$972K
|