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 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
6.51K+ 6.86% |
$273K - $311K
|
101K
$2.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
49+ 1225.0% |
$2.06K - $2.34K
|
53
$1.22K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-757- 1.79% |
$31.7K - $36.2K
|
41.6K
$958K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6New |
$252 - $287
|
6
$138
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.34KClosed |
$98.3K - $112K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.1KNew |
$214K - $244K
|
5.1K
$117K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.27KNew |
$263K - $300K
|
6.27K
$144K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
316New |
$13.3K - $15.1K
|
316
$7.27K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
443+ 2.63% |
$18.6K - $21.2K
|
17.3K
$398K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.26K- 8.09% |
$53K - $60.4K
|
14.4K
$331K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
58.3K+ 56.82% |
$2.44M - $2.79M
|
161K
$3.7M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$336 - $382
|
7.05K
$162K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$65.1K - $74.2K
|
1.55K
$35.8K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-9.61KClosed |
$404K - $487K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.45KClosed |
$61.1K - $73.6K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
29.6KNew |
$1.24M - $1.5M
|
29.6K
$681K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.11KNew |
$46.4K - $56K
|
1.11K
$25.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.2K - $5.06K
|
100
$2.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
22.3KNew |
$937K - $1.13M
|
22.3K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203+ 15.29% |
$8.52K - $10.3K
|
1.53K
$35.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24+ 0.22% |
$1.01K - $1.22K
|
11.2K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-962- 1.34% |
$40.4K - $48.7K
|
71K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.58MNew |
$108M - $131M
|
2.58M
$59.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.4K- 4.31% |
$58.8K - $70.9K
|
31.1K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
767New |
$32.2K - $38.8K
|
767
$17.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.05K- 2.77% |
$170K - $205K
|
142K
$3.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.05% |
$336 - $405
|
14.9K
$342K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-370- 3.97% |
$15.5K - $18.7K
|
8.95K
$206K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 9.09% |
$92.5K - $112K
|
22.1K
$508K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.17% |
$504 - $608
|
7.08K
$163K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-6- 4.26% |
$252 - $304
|
135
$3.11K
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
81.6K+ 2.54% |
$3.43M - $4.13M
|
3.29M
$75.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
25.6KNew |
$1.08M - $1.3M
|
25.6K
$589K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.74KNew |
$283K - $341K
|
6.74K
$155K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-199- 76.83% |
$8.36K - $10.1K
|
60
$1.38K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
429+ 6.38% |
$18K - $21.7K
|
7.16K
$165K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
1.2K+ 6.68% |
$50.3K - $60.6K
|
19.1K
$440K
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.1MNew |
$88.1M - $106M
|
2.1M
$48.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$63.2K - $76.2K
|
1.51K
$34.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.11% |
$42 - $50.6
|
91
$2.09K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.3% |
$42 - $50.6
|
329
$7.57K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-32- 0.41% |
$1.34K - $1.62K
|
7.75K
$178K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-40- 2.65% |
$1.68K - $2.03K
|
1.47K
$33.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-54K- 51.54% |
$2.27M - $2.74M
|
50.8K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18New |
$756 - $911
|
18
$414
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116- 2.25% |
$4.87K - $5.87K
|
5.05K
$116K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.5K+ 7.86% |
$652K - $787K
|
213K
$4.91M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-412- 5.41% |
$17.3K - $20.9K
|
7.2K
$166K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
386+ 2.83% |
$16.2K - $19.5K
|
14K
$323K
|
|
| Q2 2022 | |||||||
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$172 - $216
|
4
$92.1
|
|