Latest Institutional Purchases of Schwab Strategic Tr Us Broad M (SCHB)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
600New |
$25.8K - $32.4K
|
600
$12.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 14.52% |
$18.5K - $23.3K
|
3.4K
$72.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
46New |
$1.97K - $2.48K
|
46
$982
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36New |
$1.55K - $1.94K
|
36
$769
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.37% |
$172 - $216
|
1.08K
$23.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$42.9 - $54
|
2.22K
$47.4K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
138KNew |
$6.77M - $7.83M
|
138K
$2.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 23.56% |
$2.6M - $3.01M
|
278K
$5.94M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25.6K+ 92.74% |
$1.26M - $1.45M
|
53.1K
$1.13M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.59K+ 100.0% |
$324K - $375K
|
13.2K
$282K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.79K+ 100.0% |
$285K - $329K
|
11.6K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.4K+ 88.67% |
$265K - $307K
|
11.5K
$245K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 100.0% |
$135K - $156K
|
5.48K
$117K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
2.45K+ 90.48% |
$121K - $139K
|
5.16K
$110K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.33K+ 100.04% |
$114K - $132K
|
4.66K
$99.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.56K+ 37.37% |
$76.9K - $88.9K
|
5.75K
$123K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.51K+ 100.07% |
$74K - $85.6K
|
3.01K
$64.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
1.03K+ 100.0% |
$50.4K - $58.3K
|
2.05K
$43.8K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
600+ 100.0% |
$29.5K - $34.1K
|
1.2K
$25.6K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
437+ 70.83% |
$21.5K - $24.8K
|
1.05K
$22.5K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
233+ 100.0% |
$11.5K - $13.2K
|
466
$9.95K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
185+ 100.0% |
$9.09K - $10.5K
|
370
$7.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
61+ 100.0% |
$3K - $3.47K
|
122
$2.6K
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
45+ 100.0% |
$2.21K - $2.56K
|
90
$1.92K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
15+ 100.0% |
$737 - $853
|
30
$641
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 100.0% |
$246 - $284
|
10
$214
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
PUT |
40KNew |
$2.07M - $2.27M
|
40K
$854K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$530K - $581K
|
10.2K
$218K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.6KNew |
$342K - $375K
|
6.6K
$141K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
49.6KNew |
$2.54M - $2.72M
|
49.6K
$1.06M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
138KNew |
$5.37M - $6.26M
|
138K
$2.94M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.2KNew |
$376K - $433K
|
10.2K
$217K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.67KNew |
$48.2K - $64.3K
|
1.67K
$35.7K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
473+ 8.75% |
$13.6K - $18.2K
|
5.88K
$125K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$66.8K - $68.4K
|
1.89K
$40.4K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$132K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
312New |
N/A
|
312
$6.66K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$21.4
|
|