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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
87.7K+ 182.33% |
$1.93M - $5.86M
|
136K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
71.2K+ 231.79% |
$1.57M - $4.76M
|
102K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.3KNew |
$249K - $754K
|
11.3K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
434K+ 192.38% |
$9.55M - $29M
|
659K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131K+ 196.71% |
$2.88M - $8.73M
|
197K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2K+ 200.0% |
$44K - $134K
|
3K
$69.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
76.4K+ 254.8% |
$1.68M - $5.11M
|
106K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.5K+ 193.03% |
$342K - $1.04M
|
23.6K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
18.5K+ 201.61% |
$407K - $1.24M
|
27.7K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 200.0% |
$310K - $941K
|
21.1K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
140K+ 200.0% |
$3.07M - $9.33M
|
209K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.53M+ 206.39% |
$33.7M - $102M
|
2.27M
$52.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
686K+ 212.97% |
$15.1M - $45.8M
|
1.01M
$23.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
888+ 200.0% |
$19.5K - $59.3K
|
1.33K
$30.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8K+ 197.73% |
$392K - $1.19M
|
26.8K
$617K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 0.2% |
$25.3K - $76.8K
|
581K
$13.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.3K+ 393.88% |
$447K - $1.36M
|
25.5K
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
10.9K+ 193.82% |
$241K - $731K
|
16.6K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 200.0% |
$196K - $594K
|
13.3K
$307K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 184.75% |
$190K - $578K
|
13.3K
$307K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
996K+ 209.98% |
$21.9M - $66.6M
|
1.47M
$33.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
97.1K+ 189.35% |
$2.14M - $6.49M
|
148K
$3.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.35K+ 201.14% |
$73.8K - $224K
|
5.02K
$115K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
197K+ 195.03% |
$4.35M - $13.2M
|
299K
$6.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$818K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
60.4K+ 219.33% |
$1.33M - $4.04M
|
87.9K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
139K+ 226.55% |
$3.05M - $9.26M
|
200K
$4.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.38K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
71.3K+ 189.13% |
$1.57M - $4.76M
|
109K
$2.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27K+ 200.57% |
$595K - $1.81M
|
40.5K
$933K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 200.0% |
$233K - $708K
|
15.9K
$366K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.83M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
710+ 200.0% |
$15.6K - $47.4K
|
1.07K
$24.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.35K+ 201.03% |
$206K - $625K
|
14K
$322K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
964+ 200.0% |
$21.2K - $64.4K
|
1.45K
$33.3K
|
|
| Q3 2024 | |||||||
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
200+ 4.77% |
$12K - $13.3K
|
4.39K
$101K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.11K- 2.1% |
$127K - $141K
|
98.5K
$2.27M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 0.63% |
$3K - $3.33K
|
7.93K
$183K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.6K+ 5.67% |
$1.23M - $1.37M
|
384K
$8.83M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.89K- 10.4% |
$353K - $392K
|
50.7K
$1.17M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 0.9% |
$92.8K - $103K
|
171K
$3.94M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-63- 0.61% |
$3.78K - $4.19K
|
10.3K
$237K
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.88K+ 1.18% |
$352K - $391K
|
502K
$11.6M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-279- 4.11% |
$16.7K - $18.6K
|
6.52K
$150K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.6K- 0.16% |
$95.6K - $106K
|
965K
$22.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.6KNew |
$634K - $703K
|
10.6K
$243K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.9KNew |
$1.85M - $2.06M
|
30.9K
$712K
|
|