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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-219Closed |
$8.09K - $9.31K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-164Closed |
$6.06K - $6.97K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-99Closed |
$3.66K - $4.21K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-92Closed |
$3.4K - $3.91K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-68Closed |
$2.51K - $2.89K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-58Closed |
$2.14K - $2.47K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55Closed |
$2.03K - $2.34K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-29Closed |
$1.07K - $1.23K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-43KClosed |
$1.24M - $1.66M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Addison Capital CO
|
SELL
|
- |
-21.2KClosed |
$612K - $817K
|
0
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$468K - $625K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-12.3KClosed |
$356K - $475K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$324K - $432K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-6.36KClosed |
$183K - $245K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.5KClosed |
$159K - $212K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.63KClosed |
$134K - $178K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.25KClosed |
$123K - $164K
|
0
$0
|
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.81KClosed |
$81K - $108K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.18KClosed |
$33.9K - $45.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-357Closed |
$10.3K - $13.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-89Closed |
$2.57K - $3.43K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-73Closed |
$2.11K - $2.81K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-35Closed |
$1.01K - $1.35K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-15Closed |
$433 - $577
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11Closed |
$317 - $423
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
First Business Financial Services, Inc.
|
SELL
|
- |
-89.8KClosed |
$2.35M - $3.63M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-46.5KClosed |
$1.22M - $1.88M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-43.3KClosed |
$1.13M - $1.75M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-32.6KClosed |
$854K - $1.32M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-14KClosed |
$367K - $567K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-5.83KClosed |
$153K - $236K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.45KClosed |
$116K - $180K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.72KClosed |
$97.3K - $150K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-3.47KClosed |
$90.7K - $140K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.41KClosed |
$89.3K - $138K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.06KClosed |
$80.1K - $124K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.88KClosed |
$75.5K - $117K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-796Closed |
$20.8K - $32.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-558Closed |
$14.6K - $22.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-269Closed |
$7.04K - $10.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-125Closed |
$3.27K - $5.06K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-16Closed |
$419 - $647
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151KClosed |
$5.21M - $5.83M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-28.9KClosed |
$995K - $1.11M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.47KClosed |
$154K - $172K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Cadinha & CO LLC
|
SELL
|
- |
-4.14KClosed |
$143K - $160K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.45KClosed |
$119K - $133K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-222Closed |
$7.65K - $8.56K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-8.55KClosed |
$302K - $309K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.12KClosed |
$146K - $149K
|
0
$0
|
|