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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8.26KNew |
$354K - $446K
|
8.26K
$190K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.73K- 79.02% |
$74.4K - $93.5K
|
460
$10.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-74.5KClosed |
$3.2M - $4.02M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-24.9KClosed |
$1.07M - $1.34M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.98KClosed |
$214K - $269K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-4.87KClosed |
$209K - $263K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-241- 3.26% |
$10.3K - $13K
|
7.15K
$165K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-5.3KClosed |
$228K - $286K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 100.0% |
$246 - $284
|
10
$230
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92KClosed |
$94.2K - $109K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-675Closed |
$33.2K - $38.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-341Closed |
$16.8K - $19.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.84KClosed |
$238K - $275K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25.6K+ 92.74% |
$1.26M - $1.45M
|
53.1K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5K+ 100.0% |
$246K - $284K
|
10K
$230K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
233+ 100.0% |
$11.5K - $13.2K
|
466
$10.7K
|
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-112KClosed |
$5.52M - $6.39M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.4K+ 88.67% |
$265K - $307K
|
11.5K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.2KClosed |
$403K - $466K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.61KClosed |
$128K - $148K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
970+ 99.9% |
$47.7K - $55.1K
|
1.94K
$44.7K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
600+ 100.0% |
$29.5K - $34.1K
|
1.2K
$27.6K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.95KClosed |
$95.7K - $111K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-1Closed |
$49.2 - $56.9
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-300Closed |
$14.7K - $17.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
70+ 100.0% |
$3.44K - $3.98K
|
140
$3.22K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-397Closed |
$19.5K - $22.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 100.0% |
$135K - $156K
|
5.48K
$126K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
437+ 70.83% |
$21.5K - $24.8K
|
1.05K
$24.3K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
SELL
|
- |
-2.12KClosed |
$104K - $120K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.86KClosed |
$91.4K - $106K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.59K+ 100.0% |
$324K - $375K
|
13.2K
$304K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.42KClosed |
$266K - $308K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-45Closed |
$2.21K - $2.56K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.33K+ 100.04% |
$114K - $132K
|
4.66K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
45+ 100.0% |
$2.21K - $2.56K
|
90
$2.07K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-228Closed |
$11.2K - $13K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
455+ 100.0% |
$22.4K - $25.9K
|
910
$20.9K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.51K+ 100.07% |
$74K - $85.6K
|
3.01K
$69.3K
|
|
|
May 02, 2022
Q1 2022
|
Hoertkorn Richard Charles
|
BUY
|
- |
450+ 100.0% |
$22.1K - $25.6K
|
900
$20.7K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$740K - $857K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
5K+ 100.0% |
$246K - $284K
|
10K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.5KClosed |
$221K - $256K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.56K+ 37.37% |
$76.9K - $88.9K
|
5.75K
$132K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.03K+ 100.0% |
$50.4K - $58.3K
|
2.05K
$47.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 23.56% |
$2.6M - $3.01M
|
278K
$6.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.6KClosed |
$128K - $148K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.79K+ 100.0% |
$285K - $329K
|
11.6K
$267K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-131Closed |
$6.44K - $7.45K
|
0
$0
|
|