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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.47K+ 4.66% |
$73.6K - $82.4K
|
77.9K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.7K- 4.24% |
$715K - $800K
|
760K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.7K+ 3.19% |
$1.65M - $1.85M
|
2.51M
$61M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 5.67% |
$55.2K - $61.8K
|
43.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-460- 2.7% |
$9.77K - $10.9K
|
16.6K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
290K+ 7.26% |
$6.16M - $6.89M
|
4.29M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.07K- 1.66% |
$129K - $144K
|
360K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.47K+ 1.37% |
$73.7K - $82.5K
|
257K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-36- 0.27% |
$764 - $855
|
13.4K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$407K - $456K
|
19.2K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-610- 1.03% |
$13K - $14.5K
|
58.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-91K- 45.94% |
$1.93M - $2.16M
|
107K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.3KNew |
$218K - $244K
|
10.3K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 1.37% |
$32.3K - $36.2K
|
110K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-520K- 2.92% |
$11M - $12.3M
|
17.3M
$419M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.2K- 0.31% |
$132K - $147K
|
2M
$48.6M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$260K - $290K
|
12.2K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-107K- 23.87% |
$2.27M - $2.54M
|
342K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24K+ 13.8% |
$509K - $570K
|
198K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$545K - $609K
|
25.7K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-379K- 96.03% |
$8.05M - $9.01M
|
15.7K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.4KNew |
$200K - $223K
|
9.4K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
192K+ 783.51% |
$4.08M - $4.57M
|
217K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.73K+ 2.46% |
$143K - $160K
|
280K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
76.4K+ 27.45% |
$1.62M - $1.82M
|
355K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 3.19% |
$57.3K - $64.1K
|
87.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.9K+ 38.78% |
$40.3K - $45.1K
|
6.8K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 0.61% |
$271K - $303K
|
2.1M
$51M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.7MNew |
$57.4M - $64.2M
|
2.7M
$65.6M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-67.9K- 40.72% |
$1.44M - $1.61M
|
98.9K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62+ 0.36% |
$1.32K - $1.47K
|
17.2K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
35.5KNew |
$753K - $842K
|
35.5K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.06% |
$42.5 - $47.5
|
3.26K
$79K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63K+ 3.97% |
$34.6K - $38.8K
|
42.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22.5K- 47.89% |
$477K - $533K
|
24.4K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.91K- 8.98% |
$126K - $140K
|
59.9K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.17K- 1.09% |
$46.1K - $51.6K
|
197K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.25K+ 0.53% |
$90.2K - $101K
|
805K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 0.36% |
$870 - $974
|
11.3K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 1.77% |
$59.3K - $66.3K
|
155K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-777- 22.33% |
$16.5K - $18.5K
|
2.7K
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-513- 2.97% |
$10.9K - $12.2K
|
16.7K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.45K+ 2.51% |
$179K - $201K
|
346K
$8.39M
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-148- 1.71% |
$3.14K - $3.52K
|
8.51K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.88K+ 35.91% |
$146K - $163K
|
26K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.49K- 4.52% |
$95.3K - $107K
|
94.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.94K+ 12.27% |
$62.5K - $69.9K
|
26.9K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.7KNew |
$334K - $374K
|
15.7K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 13.0% |
$32.5K - $36.4K
|
10.3K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9M+ 1806.99% |
$40.4M - $45.2M
|
2.01M
$48.8M
|