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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-678- 36.26% |
$30.2K - $33.4K
|
1.19K
$28K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.35% |
$88.9 - $98.5
|
570
$13.4K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.8K+ 17.62% |
$478K - $529K
|
71.8K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
19+ 3.75% |
$845 - $935
|
525
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.37% |
$889 - $985
|
5.36K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5K- 42.09% |
$222K - $246K
|
6.88K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-116- 65.91% |
$5.16K - $5.71K
|
60
$1.41K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
479+ 9.78% |
$21.3K - $23.6K
|
5.38K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.27KNew |
$190K - $210K
|
4.27K
$100K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
903New |
$40.2K - $44.5K
|
903
$21.2K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
188New |
$8.36K - $9.26K
|
188
$4.41K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
20+ 0.39% |
$889 - $985
|
5.11K
$120K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.75% |
$44.5 - $49.2
|
135
$3.17K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-436- 7.16% |
$19.4K - $21.5K
|
5.65K
$132K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
12New |
$534 - $591
|
12
$281
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-822- 1.45% |
$36.6K - $40.5K
|
55.9K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
946+ 20.28% |
$42.1K - $46.6K
|
5.61K
$132K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.79KNew |
$257K - $285K
|
5.79K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.67KNew |
$119K - $132K
|
2.67K
$62.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-928- 55.17% |
$41.3K - $45.7K
|
754
$17.7K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-297- 58.46% |
$13.2K - $14.6K
|
211
$4.95K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.9KNew |
$616K - $682K
|
13.9K
$325K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
$72.4K - $80.1K
|
1.63K
$38.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-480- 59.7% |
$21.3K - $23.6K
|
324
$7.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
4.24KNew |
$189K - $209K
|
4.24K
$99.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 8.06% |
$222 - $246
|
57
$1.34K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-817- 0.23% |
$36.3K - $40.2K
|
347K
$8.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-964- 2.56% |
$42.9K - $47.5K
|
36.7K
$860K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-624- 8.97% |
$27.7K - $30.7K
|
6.33K
$149K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-200- 3.72% |
$8.89K - $9.85K
|
5.18K
$121K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
88+ 43.14% |
$3.91K - $4.33K
|
292
$6.85K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
654New |
$27.4K - $31.3K
|
654
$15.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
258New |
$10.8K - $12.3K
|
258
$6.05K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.28KNew |
$221K - $252K
|
5.28K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.51KNew |
$189K - $216K
|
4.51K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.16K- 4.1% |
$48.4K - $55.2K
|
27K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
65+ 17.11% |
$2.73K - $3.11K
|
445
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.2KNew |
$930K - $1.06M
|
22.2K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-132- 11.64% |
$5.54K - $6.31K
|
1K
$23.5K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.17% |
$41.9 - $47.8
|
598
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
538New |
$22.6K - $25.7K
|
538
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$242K - $276K
|
5.77K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1.02K- 5.8% |
$42.8K - $48.8K
|
16.6K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
156K+ 75.49% |
$6.54M - $7.45M
|
362K
$8.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-255- 42.71% |
$10.7K - $12.2K
|
342
$8.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.2KNew |
$426K - $485K
|
10.2K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
354+ 100.0% |
$14.8K - $16.9K
|
708
$16.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96.9K+ 950.29% |
$4.06M - $4.63M
|
107K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-586- 9.0% |
$24.6K - $28K
|
5.92K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.89KNew |
$247K - $282K
|
5.89K
$138K
|
|