Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$429 - $540
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 9.09% |
$42.9 - $54
|
10
$235
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1Closed |
$42.9 - $54
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-112KClosed |
$5.52M - $6.39M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-49.5KClosed |
$2.43M - $2.81M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-15.1KClosed |
$740K - $857K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.2KClosed |
$403K - $466K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.42KClosed |
$266K - $308K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.84KClosed |
$238K - $275K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.5KClosed |
$221K - $256K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.68KClosed |
$181K - $209K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.61KClosed |
$128K - $148K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.6KClosed |
$128K - $148K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.55KClosed |
$125K - $145K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.23KClosed |
$110K - $127K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
SELL
|
- |
-2.12KClosed |
$104K - $120K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.95KClosed |
$95.7K - $111K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92KClosed |
$94.2K - $109K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.86KClosed |
$91.4K - $106K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.85KClosed |
$91.1K - $105K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-675Closed |
$33.2K - $38.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-397Closed |
$19.5K - $22.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-341Closed |
$16.8K - $19.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-300Closed |
$14.7K - $17.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-228Closed |
$11.2K - $13K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-131Closed |
$6.44K - $7.45K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-104Closed |
$5.11K - $5.91K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-53Closed |
$2.6K - $3.01K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-45Closed |
$2.21K - $2.56K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-1Closed |
$49.2 - $56.9
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.2KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.36KClosed |
$122K - $134K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.07KClosed |
$107K - $118K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-107Closed |
$5.55K - $6.08K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$5.19K - $5.69K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13Closed |
$674 - $739
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1Closed |
$51.9 - $56.9
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-6.62KClosed |
$340K - $363K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.57KClosed |
$183K - $196K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47KClosed |
$75.5K - $80.7K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-520Closed |
$26.7K - $28.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-209Closed |
$10.7K - $11.5K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
SELL
|
- |
-159Closed |
$8.16K - $8.72K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-38Closed |
$1.95K - $2.08K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-82.2KClosed |
$4.02M - $4.29M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.76KClosed |
$282K - $300K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.27KClosed |
$258K - $275K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-3.1KClosed |
$152K - $162K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3KClosed |
$147K - $156K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.44KClosed |
$119K - $127K
|
0
$0
|
|