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 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26K+ 6.17% |
$375K - $417K
|
108K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.41K+ 86.88% |
$504K - $559K
|
18.1K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 0.83% |
$3.6K - $3.99K
|
7.21K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 1.42% |
$380K - $422K
|
452K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10.9K- 20.19% |
$651K - $722K
|
42.9K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-715- 0.85% |
$42.8K - $47.6K
|
82.9K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 1.17% |
$20.7K - $22.9K
|
29.1K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 0.85% |
$631K - $701K
|
1.23M
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 70.51% |
$9.17K - $10.2K
|
370
$8.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$62.4K - $69.2K
|
24.1K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-804- 0.09% |
$48.2K - $53.5K
|
935K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 0.8% |
$5.09K - $5.65K
|
10.7K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-285- 8.91% |
$17.1K - $19K
|
2.92K
$67.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.74K- 19.43% |
$224K - $249K
|
15.5K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3K+ 8.41% |
$795K - $883K
|
171K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 12.56% |
$60.5K - $67.1K
|
7.03K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.33% |
$659 - $732
|
3.32K
$76.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 5.14% |
$68.1K - $75.6K
|
21K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.58% |
$360 - $399
|
1.04K
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-252- 0.62% |
$15.1K - $16.8K
|
40.3K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-66- 0.36% |
$3.96K - $4.39K
|
18.2K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
928K+ 193.94% |
$55.6M - $61.7M
|
1.41M
$32.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.73KNew |
$583K - $647K
|
9.73K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.1K+ 50.36% |
$728K - $808K
|
36.3K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.7K- 9.77% |
$1.72M - $1.91M
|
265K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-180- 0.31% |
$10.8K - $12K
|
58.1K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
392+ 22.15% |
$23.5K - $26.1K
|
2.16K
$49.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
13K+ 15.71% |
$779K - $865K
|
95.7K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-150- 1.69% |
$8.99K - $9.98K
|
8.73K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.42% |
$9.53K - $10.6K
|
6.74K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 2.3% |
$30K - $33.3K
|
21.3K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.6K+ 33.83% |
$1.24M - $1.37M
|
81.5K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.35KNew |
$500K - $556K
|
8.35K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.39K- 38.07% |
$323K - $359K
|
8.77K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.07K+ 4.53% |
$244K - $271K
|
93.9K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.5K+ 17.52% |
$627K - $696K
|
70.2K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
588+ 1.81% |
$35.2K - $39.1K
|
33.1K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 7.76% |
$15K - $16.6K
|
3.47K
$79.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.77K+ 3.78% |
$166K - $184K
|
76.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4K+ 952.38% |
$240K - $266K
|
4.42K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3+ 0.04% |
$180 - $200
|
7.36K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-691- 5.41% |
$41.4K - $46K
|
12.1K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
152K+ 12.2% |
$9.13M - $10.1M
|
1.4M
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.76K- 28.28% |
$225K - $250K
|
9.54K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 0.85% |
$77.4K - $85.9K
|
151K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.59K- 59.2% |
$395K - $438K
|
4.54K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 1.24% |
$65.4K - $72.6K
|
89.2K
$2.05M
|