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
Jan 11, 2023 Q4 2022
New England Guild Wealth Advisors, Inc.

BUY
 -
8
+ 0.11%
$336 - $382
7.05K $164K
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
6
New
$252 - $287
6 $139
Jan 27, 2023 Q4 2022
Stiles Financial Services Inc

BUY
 -
2
+ 0.02%
$83.9 - $95.6
10.3K $239K
Jan 20, 2023 Q4 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
1
+ 0.02%
$41.9 - $47.8
5.24K $122K
Q3 2022
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2.58M
New
$108M - $131M
2.58M $59.9M
Nov 01, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
2.1M
New
$88.1M - $106M
2.1M $48.7M
Nov 04, 2022 Q3 2022
Milliman Financial Risk Management LLC

Chicago, IL
BUY
 -
81.6K
+ 2.54%
$3.43M - $4.13M
3.29M $76.5M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
29.6K
New
$1.24M - $1.5M
29.6K $686K
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
25.6K
New
$1.08M - $1.3M
25.6K $594K
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
22.3K
New
$937K - $1.13M
22.3K $518K
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
6.74K
New
$283K - $341K
6.74K $157K
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.51K
New
$63.2K - $76.2K
1.51K $35K
Nov 01, 2022 Q3 2022
Blooom, Inc.

BUY
 -
1.2K
+ 6.68%
$50.3K - $60.6K
19.1K $444K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
1.11K
New
$46.4K - $56K
1.11K $25.7K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
767
New
$32.2K - $38.8K
767 $17.8K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
429
+ 6.38%
$18K - $21.7K
7.16K $166K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

BUY
 -
386
+ 2.83%
$16.2K - $19.5K
14K $326K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
203
+ 15.29%
$8.52K - $10.3K
1.53K $35.5K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
100
New
$4.2K - $5.06K
100 $2.32K
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
24
+ 0.22%
$1.01K - $1.22K
11.2K $259K
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

BUY
 -
18
New
$756 - $911
18 $418
Nov 08, 2022 Q3 2022
Camden Capital, LLC

BUY
 -
12
+ 0.17%
$504 - $608
7.08K $164K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8
+ 0.05%
$336 - $405
14.9K $345K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 1.11%
$42 - $50.6
91 $2.11K
Oct 27, 2022 Q3 2022
Investors Asset Management Of Georgia Inc

BUY
 -
1
+ 0.3%
$42 - $50.6
329 $7.64K
Q2 2022
Jul 22, 2022 Q2 2022
Omnia Family Wealth, LLC

BUY
 -
148K
+ 1993.55%
$6.33M - $7.96M
155K $3.6M
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
55.9K
New
$2.4M - $3.02M
55.9K $1.3M
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
16.2K
New
$696K - $875K
16.2K $376K
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
10.6K
New
$454K - $571K
10.6K $245K
Jul 21, 2022 Q2 2022
Pathway Financial Advisors LLC

BUY
 -
8.33K
New
$358K - $450K
8.33K $193K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
8.26K
New
$354K - $446K
8.26K $192K
Jul 26, 2022 Q2 2022
Mastrapasqua Asset Management Inc

BUY
 -
7.03K
+ 184.85%
$302K - $379K
10.8K $251K
Jul 27, 2022 Q2 2022
Compass Capital Management, Inc

BUY
 -
6.84K
New
$294K - $369K
6.84K $159K
Aug 08, 2022 Q2 2022
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
4.99K
New
$214K - $269K
4.99K $116K
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3.48K
+ 55.2%
$149K - $188K
9.78K $227K
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

BUY
 -
2.93K
+ 2.12%
$126K - $158K
141K $3.27M
Aug 04, 2022 Q2 2022
Sierra Capital LLC

BUY
 -
600
New
$25.8K - $32.4K
600 $13.9K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
431
+ 14.52%
$18.5K - $23.3K
3.4K $78.9K
Jul 29, 2022 Q2 2022
Pinnacle Financial Partners Inc

BUY
 -
154
+ 3.67%
$6.61K - $8.31K
4.35K $101K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
46
New
$1.97K - $2.48K
46 $1.07K
Aug 04, 2022 Q2 2022
Iron Horse Wealth Management, LLC

BUY
 -
36
New
$1.55K - $1.94K
36 $836
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
4
New
$172 - $216
4 $92.8
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
4
+ 0.37%
$172 - $216
1.08K $25.2K
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
1
+ 0.05%
$42.9 - $54
2.22K $51.5K
Q1 2022
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

BUY
 -
138K
New
$6.77M - $7.83M
138K $3.2M
Apr 28, 2022 Q1 2022
Bank Hapoalim Bm

BUY
 -
53K
+ 23.56%
$2.6M - $3.01M
278K $6.45M
May 16, 2022 Q1 2022
Bbr Partners, LLC

New York, NY
BUY
 -
25.6K
+ 92.74%
$1.26M - $1.45M
53.1K $1.23M
May 06, 2022 Q1 2022
Life Pro Asset Management

BUY
 -
6.59K
+ 100.0%
$324K - $375K
13.2K $306K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
5.79K
+ 100.0%
$285K - $329K
11.6K $269K

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