Latest Institutional Transactions on Schwab Strategic Tr Us Broad M (SCHB)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
26.7K+ 48.75% |
$672K - $705K
|
81.3K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
1.75K+ 19.9% |
$44K - $46.2K
|
10.5K
$272K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-354- 0.09% |
$8.92K - $9.37K
|
410K
$10.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.1% |
$126 - $132
|
4.96K
$128K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
275+ 1.23% |
$6.93K - $7.28K
|
22.7K
$585K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
14.7K+ 2.65% |
$371K - $390K
|
570K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
507+ 0.48% |
$12.8K - $13.4K
|
106K
$2.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.13K- 1.31% |
$28.6K - $30K
|
85.3K
$2.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
93.7KNew |
$2.36M - $2.48M
|
93.7K
$2.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-7.2K- 10.43% |
$181K - $190K
|
61.8K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-545- 2.47% |
$13.7K - $14.4K
|
21.5K
$556K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.3K- 2.51% |
$334K - $351K
|
515K
$13.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-407- 0.4% |
$10.3K - $10.8K
|
101K
$2.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
136+ 1.47% |
$3.43K - $3.6K
|
9.36K
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191K+ 13.21% |
$4.82M - $5.06M
|
1.64M
$42.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 13.75% |
$120K - $126K
|
30K
$774K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.77M- 69.31% |
$145M - $153M
|
2.55M
$65.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
879+ 0.55% |
$22.2K - $23.3K
|
161K
$4.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 8.62% |
$173K - $182K
|
86.7K
$2.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
483K+ 3.34% |
$12.2M - $12.8M
|
15M
$386M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.46K- 1.28% |
$112K - $118K
|
343K
$8.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
232+ 0.22% |
$5.85K - $6.14K
|
107K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.5K+ 0.1% |
$37.8K - $39.7K
|
1.55M
$39.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.68K- 5.82% |
$118K - $124K
|
75.7K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-4.13K- 0.86% |
$104K - $109K
|
476K
$12.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.68K+ 7.59% |
$42.3K - $44.5K
|
23.8K
$615K
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.1K- 6.96% |
$52.9K - $55.5K
|
28K
$724K
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.81K- 28.54% |
$146K - $154K
|
14.6K
$376K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
19+ 0.11% |
$479 - $503
|
17.3K
$446K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.37K- 21.14% |
$59.7K - $62.7K
|
8.85K
$228K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.77K- 6.29% |
$44.6K - $46.8K
|
26.4K
$681K
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
235+ 2.45% |
$5.92K - $6.22K
|
9.82K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.46K- 1.5% |
$36.8K - $38.6K
|
95.7K
$2.47M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.89K- 16.21% |
$123K - $129K
|
25.3K
$652K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.1% |
$806 - $847
|
32.8K
$848K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
786New |
$19.8K - $20.8K
|
786
$20.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
8+ 0.01% |
$202 - $212
|
81K
$2.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-731K- 8.65% |
$18.4M - $19.3M
|
7.73M
$199M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-699- 1.8% |
$17.6K - $18.5K
|
38.1K
$983K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
670+ 6.27% |
$16.9K - $17.7K
|
11.4K
$293K
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.27K- 1.67% |
$108K - $113K
|
252K
$6.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-23K- 7.31% |
$579K - $608K
|
291K
$7.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.89K- 9.88% |
$47.5K - $49.9K
|
17.2K
$444K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.12K+ 3.24% |
$129K - $135K
|
163K
$4.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
72+ 0.61% |
$1.81K - $1.91K
|
11.9K
$306K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.63K- 0.72% |
$41K - $43.1K
|
223K
$5.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$429K - $451K
|
17K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 7.35% |
$332K - $348K
|
192K
$4.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.1K+ 1.76% |
$255K - $268K
|
586K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16- 47.06% |
$403 - $423
|
18
$465
|
|