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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-875- 12.52% |
$43.4K - $46.9K
|
6.12K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12- 0.06% |
$595 - $643
|
20.3K
$493K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$17.8K - $19.2K
|
358
$8.69K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.57K- 0.85% |
$77.7K - $83.9K
|
183K
$4.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 87.5% |
$8.68K - $9.37K
|
25
$607
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
930New |
$46.1K - $49.8K
|
930
$22.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.5KNew |
$471K - $509K
|
9.5K
$231K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$1.39K - $1.5K
|
28
$680
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$219K - $236K
|
4.41K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
842New |
$41.8K - $45.1K
|
842
$20.4K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
4.6K
$112K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.59KNew |
$216K - $237K
|
4.59K
$111K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 84.26% |
$1.29M - $1.42M
|
5.13K
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-561- 1.07% |
$26.4K - $29K
|
51.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.51K+ 21.24% |
$70.9K - $77.9K
|
8.6K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.11K- 9.26% |
$52.3K - $57.4K
|
10.9K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
46.8KNew |
$2.2M - $2.42M
|
46.8K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 17.05% |
$14.1K - $15.5K
|
1.46K
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
485+ 3.0% |
$22.8K - $25.1K
|
16.7K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.84K- 19.9% |
$228K - $250K
|
19.5K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14K- 5.28% |
$289K - $317K
|
110K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.88K- 20.24% |
$324K - $356K
|
27.1K
$658K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.17KNew |
$196K - $215K
|
4.17K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
131+ 1.92% |
$6.17K - $6.77K
|
6.94K
$169K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.77K+ 0.54% |
$130K - $143K
|
515K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.06KNew |
$238K - $262K
|
5.06K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-28- 0.24% |
$1.32K - $1.45K
|
11.4K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.72KNew |
$80.7K - $88.7K
|
1.72K
$41.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
111KNew |
$5.23M - $5.75M
|
111K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 16.88% |
$49.5K - $54.4K
|
7.29K
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.14KNew |
$195K - $214K
|
4.14K
$101K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-56- 1.23% |
$2.64K - $2.9K
|
4.5K
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.25K+ 3.76% |
$59K - $64.8K
|
34.6K
$840K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$47.1 - $51.7
|
331
$8.04K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.63K- 29.65% |
$124K - $136K
|
6.25K
$152K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 20.98% |
$57.9K - $63.6K
|
7.09K
$172K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-309- 4.55% |
$14.5K - $16K
|
6.48K
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-343- 0.63% |
$16.1K - $17.7K
|
54.2K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-129- 7.12% |
$6.07K - $6.67K
|
1.68K
$40.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
84New |
$3.95K - $4.34K
|
84
$2.04K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-911- 1.36% |
$42.9K - $47.1K
|
66.2K
$1.61M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
186New |
$8.76K - $9.62K
|
186
$4.52K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
261New |
$12.3K - $13.5K
|
261
$6.34K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-391- 2.4% |
$18.4K - $20.2K
|
15.9K
$386K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-52- 16.77% |
$2.45K - $2.69K
|
258
$6.26K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-4- 0.09% |
$188 - $207
|
4.21K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-8- 0.16% |
$377 - $414
|
4.91K
$119K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.3KNew |
$863K - $948K
|
18.3K
$445K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$9.42K - $10.3K
|
200
$4.86K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
4KNew |
$188K - $207K
|
4K
$97.1K
|
|