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 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
115+ 2.12% |
$6.89K - $7.65K
|
5.55K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-598- 1.87% |
$35.8K - $39.8K
|
31.4K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.11% |
$899 - $998
|
13.2K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.59% |
$2.7K - $2.99K
|
7.65K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-442- 0.82% |
$26.5K - $29.4K
|
53.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41New |
$2.46K - $2.73K
|
41
$944
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
425+ 1.51% |
$25.5K - $28.3K
|
28.5K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-301- 0.54% |
$18K - $20K
|
55.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.55K- 7.76% |
$213K - $236K
|
42.2K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48K+ 6.01% |
$88.8K - $98.6K
|
26.2K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-732- 3.06% |
$43.9K - $48.7K
|
23.2K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.96K- 25.81% |
$177K - $197K
|
8.49K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40K- 14.16% |
$2.4M - $2.66M
|
242K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4- 0.83% |
$240 - $266
|
477
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
760+ 35.97% |
$45.5K - $50.6K
|
2.87K
$66.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.05K- 3.42% |
$243K - $270K
|
115K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.31K- 1.68% |
$558K - $619K
|
546K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.54% |
$959 - $1.06K
|
3.01K
$69.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.1K- 35.53% |
$785K - $872K
|
23.8K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.28KNew |
$436K - $484K
|
7.28K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 0.47% |
$3K - $3.33K
|
10.6K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
116+ 0.66% |
$6.95K - $7.72K
|
17.8K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.64K- 21.41% |
$278K - $309K
|
17K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.6K+ 67.5% |
$456K - $506K
|
18.9K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
9.79K+ 5.51% |
$587K - $651K
|
187K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.51% |
$120 - $133
|
391
$9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
460+ 4.5% |
$27.6K - $30.6K
|
10.7K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.93K+ 13.84% |
$116K - $128K
|
15.9K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
300+ 4.25% |
$18K - $20K
|
7.36K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-927- 2.55% |
$55.6K - $61.7K
|
35.4K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
234+ 246.32% |
$14K - $15.6K
|
329
$7.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9+ 0.24% |
$539 - $599
|
3.83K
$88.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.67KNew |
$399K - $443K
|
6.67K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.7K+ 4.28% |
$2.14M - $2.38M
|
870K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14+ 0.29% |
$839 - $931
|
4.78K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 173.86% |
$6.48M - $7.19M
|
170K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
65+ 0.85% |
$3.9K - $4.32K
|
7.68K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-156- 1.9% |
$9.35K - $10.4K
|
8.05K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
380+ 0.55% |
$22.8K - $25.3K
|
69.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 17.73% |
$47.2K - $52.4K
|
3.65K
$84.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2K+ 38.14% |
$120K - $133K
|
7.23K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.52K- 1.56% |
$151K - $168K
|
159K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
94.4K+ 197.77% |
$5.66M - $6.28M
|
142K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.87K+ 19.26% |
$412K - $457K
|
42.5K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.35% |
$120 - $133
|
570
$13.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
185+ 0.64% |
$11.1K - $12.3K
|
29.2K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3.11K- 10.8% |
$186K - $207K
|
25.7K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 4.67% |
$1.61M - $1.79M
|
603K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.75K+ 18.37% |
$225K - $249K
|
24.2K
$556K
|