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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$3.28K - $3.61K
|
57
$1.32K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 12.87% |
$37K - $40.7K
|
4.35K
$101K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 0.3% |
$979 - $1.08K
|
5.74K
$133K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 15.78% |
$21K - $23K
|
1.94K
$45.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.85K- 25.4% |
$221K - $244K
|
11.3K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-216- 67.5% |
$12.4K - $13.7K
|
104
$2.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-232- 3.48% |
$13.4K - $14.7K
|
6.44K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1- 0.03% |
$57.6 - $63.3
|
3.31K
$76.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
4.9KNew |
$282K - $310K
|
4.9K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
169New |
$9.73K - $10.7K
|
169
$3.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.2% |
$576 - $633
|
5.1K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 5.02% |
$1.21K - $1.33K
|
397
$9.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.83KNew |
$221K - $243K
|
3.83K
$89K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
9.45K+ 22.54% |
$544K - $598K
|
51.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
83+ 2.49% |
$4.78K - $5.25K
|
3.42K
$79.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.74K- 50.0% |
$215K - $237K
|
3.74K
$86.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.48K+ 2.26% |
$85K - $93.4K
|
66.9K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.34K- 9.15% |
$77.1K - $84.8K
|
13.3K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.28% |
$576 - $633
|
3.54K
$82.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 313.98% |
$101K - $111K
|
2.31K
$53.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.94KNew |
$227K - $249K
|
3.94K
$91.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-953- 3.37% |
$54.9K - $60.3K
|
27.3K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
313+ 7.03% |
$18K - $19.8K
|
4.77K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38.4K- 59.95% |
$2.21M - $2.43M
|
25.7K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 0.12% |
$576 - $633
|
8.61K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2+ 0.06% |
$115 - $127
|
3.35K
$77.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-495- 0.57% |
$28.5K - $31.3K
|
86.9K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-157- 4.42% |
$9.04K - $9.94K
|
3.4K
$78.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.2KNew |
$643K - $707K
|
11.2K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.66K- 21.47% |
$95.4K - $105K
|
6.06K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
65+ 0.83% |
$3.74K - $4.11K
|
7.87K
$183K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.15K- 19.67% |
$66.2K - $72.8K
|
4.7K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$645K - $709K
|
11.2K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 2.05% |
$9.96K - $11K
|
8.27K
$192K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.3KNew |
$591K - $649K
|
10.3K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.34K+ 619.91% |
$77.1K - $84.8K
|
1.56K
$36.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
364New |
$21K - $23K
|
364
$8.45K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
14+ 1.57% |
$806 - $886
|
904
$21K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-636- 1.84% |
$36.6K - $40.3K
|
34K
$789K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-375- 2.8% |
$21.6K - $23.7K
|
13K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$72K - $79.2K
|
1.25K
$29K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-318- 2.91% |
$18.3K - $20.1K
|
10.6K
$246K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$119K - $130K
|
2.06K
$47.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-542- 5.58% |
$31.2K - $34.3K
|
9.17K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.41K+ 45.6% |
$139K - $153K
|
7.7K
$179K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-650- 7.08% |
$37.4K - $41.1K
|
8.53K
$198K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 0.07% |
$2.3K - $2.53K
|
55.2K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
60+ 1.55% |
$3.45K - $3.8K
|
3.93K
$91.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.23KNew |
$416K - $458K
|
7.23K
$168K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 30.53% |
$1.67K - $1.84K
|
66
$1.53K
|