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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2019
Q3 2019
|
Cortland Associates Inc
|
SELL
|
- |
-3.42KClosed |
$121K - $123K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-628Closed |
$22.2K - $22.7K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.12KClosed |
$146K - $149K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$66.8K - $68.4K
|
1.89K
$45.9K
|
|
|
Oct 28, 2019
Q3 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.96KClosed |
$140K - $143K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-346Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Founders Capital Management
|
SELL
|
- |
-200Closed |
$7.06K - $7.23K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-181Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.55KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-112Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-8.9KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-435Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3.24KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$151K
|
|
|
Feb 13, 2019
Q4 2018
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.14KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.3KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-5.37KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-589Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-42.3KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-78Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-123Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-3.81KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-721Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-820Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Lvz, Inc.
|
SELL
|
- |
-3.36KClosed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-123Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 28, 2020
Q2 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-7.17KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-187KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.89KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Aug 06, 2021
Q1 2018
|
Schroders Is LTD
|
SELL
|
- |
-679KClosed |
N/A
|
0
$0
|
|
|
Jun 01, 2018
Q1 2018
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-16.6KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-158Closed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Simmons Bank
|
SELL
|
- |
-3.9KClosed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Wrapmanager Inc
|
SELL
|
- |
-4.29KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|