Latest Institutional Sells 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 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
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

SELL
 -
-2.22K
- 1.93%
$92.9K - $106K
113K $2.57M
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

SELL
 -
-1.69K
- 22.72%
$70.7K - $80.6K
5.73K $131K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-1.26K
- 8.09%
$53K - $60.4K
14.4K $328K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.16K
- 4.1%
$48.4K - $55.2K
27K $617K
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

SELL
 -
-1.02K
- 5.8%
$42.8K - $48.8K
16.6K $378K
Jan 27, 2023 Q4 2022
First Personal Financial Services

SELL
 -
-1K
- 16.67%
$41.9K - $47.8K
5K $114K
Jan 19, 2023 Q4 2022
S.E.E.D. Planning Group LLC

SELL
 -
-757
- 1.79%
$31.7K - $36.2K
41.6K $950K
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-586
- 9.0%
$24.6K - $28K
5.92K $135K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-255
- 42.71%
$10.7K - $12.2K
342 $7.81K
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-132
- 11.64%
$5.54K - $6.31K
1K $22.9K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-1
- 0.17%
$41.9 - $47.8
598 $13.7K
Q3 2022
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

SELL
 -
-54K
- 51.54%
$2.27M - $2.74M
50.8K $1.16M
Oct 23, 2024 Q3 2022
Convergence Financial, LLC

Columbia, MO
SELL
 -
-9.61K
Closed
$404K - $487K
0 $0
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-4.05K
- 2.77%
$170K - $205K
142K $3.24M
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-3.98K
- 44.81%
$167K - $201K
4.9K $112K
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

SELL
 -
-2.2K
- 9.09%
$92.5K - $112K
22.1K $503K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.45K
Closed
$61.1K - $73.6K
0 $0
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.4K
- 4.31%
$58.8K - $70.9K
31.1K $710K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-962
- 1.34%
$40.4K - $48.7K
71K $1.62M
Oct 07, 2022 Q3 2022
American Research & Management Co.

SELL
 -
-412
- 5.41%
$17.3K - $20.9K
7.2K $164K
Nov 08, 2022 Q3 2022
Wealthsimple Inc.

Toronto, A6
SELL
 -
-370
- 3.97%
$15.5K - $18.7K
8.95K $204K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-199
- 76.83%
$8.36K - $10.1K
60 $1.37K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

SELL
 -
-116
- 2.25%
$4.87K - $5.87K
5.05K $115K
Oct 20, 2022 Q3 2022
First Premier Bank

SELL
 -
-40
- 2.65%
$1.68K - $2.03K
1.47K $33.5K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

SELL
 -
-32
- 0.41%
$1.34K - $1.62K
7.75K $177K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

SELL
 -
-6
- 4.26%
$252 - $304
135 $3.08K
Q2 2022
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-187K
Closed
$8.02M - $10.1M
0 $0
Jul 13, 2022 Q2 2022
Rockland Trust CO

SELL
 -
-74.5K
Closed
$3.2M - $4.02M
0 $0
Aug 12, 2022 Q2 2022
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-52.9K
Closed
$2.27M - $2.85M
0 $0
Jul 22, 2022 Q2 2022
First Hawaiian Bank

SELL
 -
-29.5K
Closed
$1.27M - $1.59M
0 $0
Jul 11, 2022 Q2 2022
D. Scott Neal, Inc.

SELL
 -
-24.9K
Closed
$1.07M - $1.34M
0 $0
Aug 18, 2022 Q2 2022
Infini Capital Management LTD

Central, K3
SELL
 -
-17.2K
Closed
$740K - $930K
0 $0
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

SELL
 -
-16.6K
- 99.1%
$713K - $896K
150 $3.42K
Jul 18, 2022 Q2 2022
Willis Johnson & Associates, Inc.

SELL
 -
-10.9K
Closed
$467K - $588K
0 $0
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
SELL
 -
-10.6K
Closed
$454K - $571K
0 $0
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-7.21K
Closed
$310K - $389K
0 $0
Jul 19, 2022 Q2 2022
Pacific Wealth Strategies Group, Inc.

SELL
 -
-7.02K
Closed
$301K - $379K
0 $0
Aug 12, 2022 Q2 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-5.77K
Closed
$248K - $311K
0 $0
Jul 05, 2022 Q2 2022
Canandaigua National Corp

SELL
 -
-5.3K
Closed
$228K - $286K
0 $0
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

SELL
 -
-4.98K
Closed
$214K - $269K
0 $0
Aug 15, 2022 Q2 2022
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-4.89K
Closed
$210K - $264K
0 $0
Jul 07, 2022 Q2 2022
Bath Savings Trust CO

SELL
 -
-4.87K
Closed
$209K - $263K
0 $0
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

SELL
 -
-4.16K
Closed
$178K - $224K
0 $0
Aug 09, 2022 Q2 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-4.09K
Closed
$176K - $221K
0 $0
Aug 02, 2022 Q2 2022
Baldwin Investment Management, LLC

SELL
 -
-4K
Closed
$172K - $216K
0 $0
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-3.99K
Closed
$171K - $215K
0 $0
Jul 21, 2022 Q2 2022
Beacon Investment Advisory Services, Inc.

SELL
 -
-3.76K
Closed
$161K - $203K
0 $0
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

SELL
 -
-2.98K
Closed
$128K - $161K
0 $0
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-2.45K
Closed
$105K - $132K
0 $0

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