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
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
10
+ 0.09%
$546 - $611
11K $235K
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
410K
New
$19.5M - $22.9M
410K $8.75M
Jan 29, 2024 Q4 2023
Graypoint LLC

BUY
 -
17.1K
New
$815K - $957K
17.1K $366K
Feb 09, 2024 Q4 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
15.6K
New
$741K - $870K
15.6K $332K
May 07, 2024 Q4 2023
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
14.3K
New
$681K - $800K
14.3K $305K
Feb 08, 2024 Q4 2023
Pennsylvania Capital Management Inc

BUY
 -
4.61K
New
$220K - $258K
4.61K $98.5K
Feb 02, 2024 Q4 2023
Chapman Investment Management, LLC

BUY
 -
3.92K
New
$186K - $219K
3.92K $83.6K
Feb 12, 2024 Q4 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
3.75K
New
$178K - $209K
3.75K $80K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
3.13K
+ 0.98%
$149K - $175K
321K $6.85M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
2.6K
New
$124K - $145K
2.6K $55.5K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1.1K
New
$52.5K - $61.6K
1.1K $23.5K
Feb 14, 2024 Q4 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
1.09K
+ 18.87%
$52K - $61.1K
6.88K $147K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
779
New
$37.1K - $43.6K
779 $16.6K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
730
New
$34.8K - $40.8K
730 $15.6K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
609
+ 133.55%
$29K - $34K
1.07K $22.7K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
443
New
$21.1K - $24.8K
443 $9.46K
Feb 01, 2024 Q4 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
342
New
$16.3K - $19.1K
342 $7.3K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
259
+ 25900.0%
$12.3K - $14.5K
260 $5.55K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
206
New
$9.81K - $11.5K
206 $4.4K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
134
New
$6.38K - $7.49K
134 $2.86K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
120
New
$5.71K - $6.71K
120 $2.56K
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
60
New
$2.86K - $3.35K
60 $1.28K
Jan 16, 2024 Q4 2023
Carlson Capital Management

BUY
 -
32
+ 0.38%
$1.52K - $1.79K
8.52K $182K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
10
New
$476 - $559
10 $214
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7
+ 0.07%
$333 - $391
9.83K $210K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
6
New
$286 - $335
6 $128
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
2
+ 0.03%
$95.2 - $112
6.84K $146K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
2
+ 0.03%
$95.2 - $112
7.5K $160K
Q3 2023
Oct 26, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
976K
New
$48.4M - $52.3M
976K $20.8M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
14.4K
+ 4.99%
$715K - $772K
303K $6.47M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
10.3K
New
$513K - $554K
10.3K $221K
Oct 12, 2023 Q3 2023
Saxon Interests, Inc.

BUY
 -
9.5K
New
$471K - $509K
9.5K $203K
Oct 30, 2023 Q3 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
8.01K
+ 3.06%
$397K - $429K
270K $5.77M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
5.28K
New
$262K - $283K
5.28K $113K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
4.44K
New
$220K - $238K
4.44K $94.9K
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
4.41K
New
$219K - $236K
4.41K $94.2K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
2.4K
New
$119K - $129K
2.4K $51.2K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
930
New
$46.1K - $49.8K
930 $19.9K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
842
New
$41.8K - $45.1K
842 $18K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
699
New
$34.7K - $37.4K
699 $14.9K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
358
New
$17.8K - $19.2K
358 $7.64K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
200
New
$9.92K - $10.7K
200 $4.27K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
180
New
$8.93K - $9.64K
180 $3.84K
Nov 09, 2023 Q3 2023
Rollins Financial

BUY
 -
95
+ 1.08%
$4.71K - $5.09K
8.85K $189K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
47
New
$2.33K - $2.52K
47 $1K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
28
New
$1.39K - $1.5K
28 $598
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
8
+ 0.09%
$397 - $429
9.13K $195K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3
+ 0.15%
$149 - $161
2.02K $43.1K

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