Latest Institutional Purchases of Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 07, 2024 Q3 2024
Aprio Wealth Management, LLC

BUY
 -
3.27K
New
$196K - $217K
3.27K $78.1K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
3.26K
+ 1.95%
$195K - $217K
170K $4.07M
Oct 15, 2024 Q3 2024
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
3.05K
New
$183K - $203K
3.05K $72.9K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
1.49K
New
$89.5K - $99.4K
1.49K $35.7K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
1.04K
New
$62.5K - $69.4K
1.04K $24.9K
Nov 07, 2024 Q3 2024
Joseph Group Capital Management

Columbus, OH
BUY
 -
991
New
$59.4K - $65.9K
991 $23.7K
Oct 03, 2024 Q3 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
663
+ 7.78%
$39.7K - $44.1K
9.19K $220K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
563
+ 1.95%
$33.7K - $37.5K
29.5K $705K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
398
New
$23.9K - $26.5K
398 $9.52K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
366
New
$21.9K - $24.3K
366 $8.75K
Nov 14, 2024 Q3 2024
American Investment Services, Inc.

BUY
 -
111
+ 0.03%
$6.65K - $7.38K
364K $8.7M
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
89
+ 19.96%
$5.33K - $5.92K
535 $12.8K
Oct 09, 2024 Q3 2024
Independence Bank Of Kentucky

BUY
 -
88
New
$5.27K - $5.85K
88 $2.1K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
18
+ 0.19%
$1.08K - $1.2K
9.36K $224K
Oct 18, 2024 Q3 2024
Clio Asset Management LLC

Charlottesville, VA
BUY
 -
5
New
$300 - $333
5 $120
Oct 07, 2024 Q3 2024
Platte River Wealth Advisors, LLC

BUY
 -
3
+ 0.02%
$180 - $200
13.7K $327K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
2
+ 0.01%
$120 - $133
16.6K $398K
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
1
+ 0.01%
$59.9 - $66.5
19.8K $472K
Oct 15, 2024 Q3 2024
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 0.94%
$59.9 - $66.5
107 $2.56K
Q2 2024
Jul 19, 2024 Q2 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
38.7K
New
$2.23M - $2.45M
38.7K $925K
Aug 08, 2024 Q2 2024
S&Co Inc

Boston, MA
BUY
 -
10.3K
New
$591K - $649K
10.3K $245K
Aug 14, 2024 Q2 2024
Regis Acquisition Inc.

Denver, CO
BUY
 -
9.45K
+ 22.54%
$544K - $598K
51.4K $1.23M
Jul 24, 2024 Q2 2024
Traynor Capital Management, Inc.

BUY
 -
5.05K
New
$291K - $320K
5.05K $121K
Aug 14, 2024 Q2 2024
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 CALL
4.9K
New
$282K - $310K
4.9K $117K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
3.94K
New
$227K - $249K
3.94K $94.2K
Aug 14, 2024 Q2 2024
Marshall Wace, LLP

London, X0
BUY
 -
3.83K
New
$221K - $243K
3.83K $91.7K
Jul 18, 2024 Q2 2024
17 Capital Partners, LLC

BUY
 -
3.22K
New
$185K - $204K
3.22K $76.9K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.99K
New
$115K - $126K
1.99K $47.6K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.25K
New
$72K - $79.2K
1.25K $29.9K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
800
New
$46.1K - $50.6K
800 $19.1K
Jul 12, 2024 Q2 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
464
New
$26.7K - $29.4K
464 $11.1K
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
169
New
$9.73K - $10.7K
169 $4.04K
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
83
+ 2.49%
$4.78K - $5.25K
3.42K $81.8K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
75
+ 0.58%
$4.32K - $4.75K
13K $310K
Aug 01, 2024 Q2 2024
Oxinas Partners Wealth Management LLC

BUY
 -
60
+ 1.55%
$3.45K - $3.8K
3.93K $93.9K
Jul 22, 2024 Q2 2024
Strengthening Families & Communities, LLC

BUY
 -
30
New
$1.73K - $1.9K
30 $717
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
20
New
$1.15K - $1.27K
20 $478
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
10
+ 0.12%
$576 - $633
8.61K $206K
Q1 2024
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
167K
New
$9.1M - $10.2M
167K $3.99M
Apr 11, 2024 Q1 2024
Soundmark Wealth Management, LLC

BUY
 -
27.5K
New
$1.5M - $1.68M
27.5K $658K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.2K
+ 26.28%
$1.27M - $1.42M
112K $2.67M
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
18.8K
New
$1.03M - $1.15M
18.8K $451K
Apr 30, 2024 Q1 2024
Spider Rock Advisors, LLC

BUY
 -
15.5K
New
$845K - $945K
15.5K $370K
May 13, 2024 Q1 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
15K
New
$819K - $916K
15K $359K
Apr 22, 2024 Q1 2024
Retireful, LLC

BUY
 -
9.08K
New
$496K - $554K
9.08K $217K
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
7.72K
New
$422K - $471K
7.72K $185K
May 14, 2024 Q1 2024
Glenview Trust CO

Louisville, KY
BUY
 -
3.9K
New
$213K - $238K
3.9K $93.3K
May 15, 2024 Q1 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
3.84K
New
$209K - $234K
3.84K $91.7K
May 14, 2024 Q1 2024
Wellington Wealth Strategies, Llc.

Indianapolis, IN
BUY
 -
3.55K
New
$194K - $216K
3.55K $84.8K

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