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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.85KClosed |
$91.1K - $105K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.68KClosed |
$181K - $209K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$125K - $145K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
185+ 100.0% |
$9.09K - $10.5K
|
370
$8.03K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-53Closed |
$2.6K - $3.01K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13Closed |
$674 - $739
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-107Closed |
$5.55K - $6.08K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$5.19K - $5.69K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.07KClosed |
$107K - $118K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$530K - $581K
|
10.2K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.6KNew |
$342K - $375K
|
6.6K
$143K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.2KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.36KClosed |
$122K - $134K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
40KNew |
$2.07M - $2.27M
|
40K
$868K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1Closed |
$51.9 - $56.9
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-520Closed |
$26.7K - $28.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.57KClosed |
$183K - $196K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-209Closed |
$10.7K - $11.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-38Closed |
$1.95K - $2.08K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47KClosed |
$75.5K - $80.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
49.6KNew |
$2.54M - $2.72M
|
49.6K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-6.62KClosed |
$340K - $363K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
SELL
|
- |
-159Closed |
$8.16K - $8.72K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.27KClosed |
$258K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-54Closed |
$2.64K - $2.82K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.76KClosed |
$282K - $300K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.31KClosed |
$64.2K - $68.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3KClosed |
$147K - $156K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-82.2KClosed |
$4.02M - $4.29M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.44KClosed |
$119K - $127K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-39Closed |
$1.91K - $2.03K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-791Closed |
$38.7K - $41.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.55KClosed |
$114K - $124K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.18KClosed |
$97.7K - $106K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.27KClosed |
$147K - $160K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.55KClosed |
$69.5K - $75.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-48Closed |
$2.15K - $2.34K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-84Closed |
$3.77K - $4.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.72KClosed |
$167K - $182K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-523Closed |
$23.5K - $25.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-391Closed |
$17.6K - $19.1K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.33KClosed |
$59.5K - $64.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-36Closed |
$1.62K - $1.76K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-42Closed |
$1.89K - $2.05K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-181Closed |
$8.13K - $8.83K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Rovin Capital
|
SELL
|
- |
-2.81KClosed |
$126K - $137K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.71K- 49.99% |
$106K - $123K
|
2.71K
$58.8K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-132Closed |
$5.15K - $6.01K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-510Closed |
$19.9K - $23.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
138KNew |
$5.37M - $6.26M
|
138K
$2.99M
|
|