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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8+ 0.09% |
$397 - $429
|
9.13K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$513K - $554K
|
10.3K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$149 - $161
|
2.02K
$46.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-195- 2.56% |
$9.67K - $10.4K
|
7.43K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$262K - $283K
|
5.28K
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.4KNew |
$119K - $129K
|
2.4K
$55.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-785- 1.8% |
$38.9K - $42.1K
|
42.9K
$988K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-949- 12.14% |
$47.1K - $50.8K
|
6.87K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-274- 0.42% |
$13.6K - $14.7K
|
65.5K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.5K- 2.95% |
$769K - $831K
|
509K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.67K- 18.32% |
$133K - $143K
|
11.9K
$274K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
47New |
$2.33K - $2.52K
|
47
$1.08K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14.4K+ 4.99% |
$715K - $772K
|
303K
$6.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
8.01K+ 3.06% |
$397K - $429K
|
270K
$6.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
5.12K
$118K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.44KNew |
$220K - $238K
|
4.44K
$102K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-66- 0.35% |
$3.27K - $3.54K
|
18.7K
$430K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
976KNew |
$48.4M - $52.3M
|
976K
$22.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-875- 12.52% |
$43.4K - $46.9K
|
6.12K
$141K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12- 0.06% |
$595 - $643
|
20.3K
$467K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$17.8K - $19.2K
|
358
$8.24K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.57K- 0.85% |
$77.7K - $83.9K
|
183K
$4.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 87.5% |
$8.68K - $9.37K
|
25
$576
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
930New |
$46.1K - $49.8K
|
930
$21.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.5KNew |
$471K - $509K
|
9.5K
$219K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$1.39K - $1.5K
|
28
$645
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$219K - $236K
|
4.41K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
842New |
$41.8K - $45.1K
|
842
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
4.6K
$106K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.24KNew |
$260K - $281K
|
5.24K
$121K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.59KNew |
$216K - $237K
|
4.59K
$106K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-476- 0.32% |
$22.4K - $24.6K
|
150K
$3.45M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.18K- 23.12% |
$55.7K - $61.2K
|
3.93K
$90.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 84.26% |
$1.29M - $1.42M
|
5.13K
$118K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.19KNew |
$339K - $372K
|
7.19K
$166K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-481- 16.34% |
$22.6K - $24.9K
|
2.46K
$56.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-561- 1.07% |
$26.4K - $29K
|
51.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.51K+ 21.24% |
$70.9K - $77.9K
|
8.6K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-565- 13.12% |
$26.6K - $29.2K
|
3.74K
$86.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.18K+ 22.62% |
$150K - $164K
|
17.2K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.11K- 9.26% |
$52.3K - $57.4K
|
10.9K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
46.8KNew |
$2.2M - $2.42M
|
46.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 17.05% |
$14.1K - $15.5K
|
1.46K
$33.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
485+ 3.0% |
$22.8K - $25.1K
|
16.7K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.84K- 19.9% |
$228K - $250K
|
19.5K
$448K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14K- 5.28% |
$289K - $317K
|
110K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.88K- 20.24% |
$324K - $356K
|
27.1K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.17KNew |
$196K - $215K
|
4.17K
$95.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
131+ 1.92% |
$6.17K - $6.77K
|
6.94K
$160K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.77K+ 0.54% |
$130K - $143K
|
515K
$11.8M
|
|