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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-12.7K- 4.71% |
$693K - $775K
|
257K
$5.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
134New |
$7.32K - $8.18K
|
134
$3.08K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
29+ 0.3% |
$1.58K - $1.77K
|
9.57K
$220K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.74K+ 17.37% |
$94.9K - $106K
|
11.7K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 2.38% |
$437 - $488
|
328
$7.55K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$1.2K - $1.34K
|
6K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-374- 97.4% |
$20.4K - $22.8K
|
10
$230
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-88- 55.35% |
$4.81K - $5.37K
|
71
$1.63K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
4.36KNew |
$238K - $266K
|
4.36K
$100K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$190K - $212K
|
3.48K
$80K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.12KNew |
$443K - $496K
|
8.12K
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
9.08KNew |
$496K - $554K
|
9.08K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
848+ 8.84% |
$46.3K - $51.8K
|
10.4K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$39.8K - $44.4K
|
728
$16.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$21.8K - $24.4K
|
100
$2.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$382 - $427
|
7
$161
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2KNew |
$109K - $122K
|
2K
$45.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.09% |
$546 - $611
|
11K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-189- 48.09% |
$10.3K - $11.5K
|
204
$4.7K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.62K- 10.93% |
$471K - $526K
|
70.2K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-622- 98.42% |
$34K - $38K
|
10
$230
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.41K- 23.71% |
$350K - $391K
|
20.6K
$475K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.5M - $1.68M
|
27.5K
$633K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.66K- 4.22% |
$174K - $204K
|
83K
$1.91M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4KNew |
$190K - $224K
|
4K
$92.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-330- 99.7% |
$15.7K - $18.5K
|
1
$23
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$681K - $800K
|
14.3K
$329K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.27% |
$47.6 - $55.9
|
370
$8.52K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.13K+ 0.98% |
$149K - $175K
|
321K
$7.39M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
120New |
$5.71K - $6.71K
|
120
$2.76K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
259+ 25900.0% |
$12.3K - $14.5K
|
260
$5.99K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
779New |
$37.1K - $43.6K
|
779
$17.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10New |
$476 - $559
|
10
$230
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$52.5K - $61.6K
|
1.1K
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.14K- 54.95% |
$245K - $287K
|
4.21K
$96.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.41KNew |
$67K - $78.7K
|
1.41K
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.79KNew |
$180K - $212K
|
3.79K
$87.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.09K+ 18.87% |
$52K - $61.1K
|
6.88K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-580- 2.87% |
$27.6K - $32.4K
|
19.6K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.42K- 1.5% |
$115K - $135K
|
159K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.85K+ 4.56% |
$231K - $271K
|
111K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 10.5% |
$1.19K - $1.4K
|
213
$4.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-480- 1.3% |
$22.9K - $26.8K
|
36.6K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-413- 5.12% |
$19.7K - $23.1K
|
7.65K
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
410KNew |
$19.5M - $22.9M
|
410K
$9.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.75KNew |
$178K - $209K
|
3.75K
$86.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
6.84K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.23KNew |
$58.3K - $68.5K
|
1.23K
$28.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.24K- 18.04% |
$107K - $125K
|
10.2K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
42New |
$2K - $2.35K
|
42
$967
|
|