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 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-17.2KClosed |
$740K - $930K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.44KClosed |
$61.8K - $77.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.37% |
$172 - $216
|
1.08K
$25K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.45KClosed |
$105K - $132K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$429 - $540
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.6KClosed |
$454K - $571K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-4.89KClosed |
$210K - $264K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78KClosed |
$76.2K - $95.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.2KNew |
$696K - $875K
|
16.2K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 9.09% |
$42.9 - $54
|
10
$230
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.77KClosed |
$248K - $311K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86Closed |
$3.69K - $4.64K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-52.9KClosed |
$2.27M - $2.85M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
55.9KNew |
$2.4M - $3.02M
|
55.9K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-68Closed |
$2.92K - $3.67K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-832- 8.43% |
$35.7K - $44.9K
|
9.03K
$208K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
46New |
$1.97K - $2.48K
|
46
$1.06K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1Closed |
$42.9 - $54
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-694- 91.56% |
$29.8K - $37.5K
|
64
$1.47K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-20- 0.15% |
$859 - $1.08K
|
13K
$299K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-4.09KClosed |
$176K - $221K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.36K- 8.7% |
$58.3K - $73.3K
|
14.3K
$328K
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.99KNew |
$214K - $269K
|
4.99K
$115K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.16KClosed |
$178K - $224K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-16.6K- 99.1% |
$713K - $896K
|
150
$3.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$1.55K - $1.94K
|
36
$829
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-7.21KClosed |
$310K - $389K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
600New |
$25.8K - $32.4K
|
600
$13.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-48- 0.03% |
$2.06K - $2.59K
|
160K
$3.68M
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4KClosed |
$172K - $216K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.99KClosed |
$171K - $215K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
154+ 3.67% |
$6.61K - $8.31K
|
4.35K
$100K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 14.52% |
$18.5K - $23.3K
|
3.4K
$78.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-452Closed |
$19.4K - $24.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$294K - $369K
|
6.84K
$158K
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
7.03K+ 184.85% |
$302K - $379K
|
10.8K
$249K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-66- 0.36% |
$2.83K - $3.56K
|
18.3K
$421K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-187KClosed |
$8.02M - $10.1M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$454K - $571K
|
10.6K
$243K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$42.9 - $54
|
2.22K
$51.1K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-29.5KClosed |
$1.27M - $1.59M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
148K+ 1993.55% |
$6.33M - $7.96M
|
155K
$3.57M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.76KClosed |
$161K - $203K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.33KNew |
$358K - $450K
|
8.33K
$192K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.48K+ 55.2% |
$149K - $188K
|
9.78K
$225K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-7.02KClosed |
$301K - $379K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-268Closed |
$11.5K - $14.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
2.93K+ 2.12% |
$126K - $158K
|
141K
$3.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-10.9KClosed |
$467K - $588K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.98KClosed |
$128K - $161K
|
0
$0
|