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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-1.28K- 9.6% |
$30.6K - $33.2K
|
12.1K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 1.7% |
$26.3K - $28.6K
|
64.1K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-11.3K- 2.37% |
$270K - $293K
|
467K
$12.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
44+ 0.29% |
$1.05K - $1.14K
|
15.3K
$396K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-33.7K- 33.69% |
$803K - $871K
|
66.3K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
138K+ 5.42% |
$3.29M - $3.57M
|
2.68M
$69.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
135+ 0.29% |
$3.22K - $3.49K
|
46.8K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-209K- 96.05% |
$4.98M - $5.4M
|
8.61K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
761+ 2.23% |
$18.1K - $19.7K
|
34.9K
$902K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.64K- 3.77% |
$86.6K - $93.9K
|
92.8K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.3K- 2.66% |
$294K - $319K
|
452K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.29K- 4.18% |
$54.6K - $59.2K
|
52.5K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.38K+ 3.94% |
$152K - $165K
|
169K
$4.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
173+ 0.14% |
$4.12K - $4.47K
|
121K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.24K+ 2.27% |
$149K - $161K
|
281K
$7.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
7.88KNew |
$188K - $203K
|
7.88K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54K+ 0.53% |
$60.5K - $65.6K
|
486K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.91K- 6.0% |
$141K - $153K
|
92.6K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.24K- 8.06% |
$29.4K - $31.9K
|
14.1K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.52K- 1.8% |
$60.1K - $65.2K
|
138K
$3.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-601- 4.49% |
$14.3K - $15.5K
|
12.8K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8.01KNew |
$191K - $207K
|
8.01K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
173K+ 8.19% |
$4.12M - $4.47M
|
2.29M
$59M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-547- 4.43% |
$13K - $14.1K
|
11.8K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.02K+ 104.5% |
$119K - $130K
|
9.82K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71.5K+ 159.43% |
$1.7M - $1.85M
|
116K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
32+ 0.29% |
$762 - $827
|
11.1K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18+ 0.14% |
$429 - $465
|
13.1K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-19.5K- 3.22% |
$464K - $503K
|
585K
$15.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-746- 1.29% |
$17.8K - $19.3K
|
57.1K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
675New |
$16.1K - $17.4K
|
675
$17.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.49% |
$23.8 - $25.8
|
204
$5.27K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.57K+ 1.02% |
$180K - $196K
|
747K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
18.1K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14.4K- 82.4% |
$343K - $372K
|
3.08K
$79.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
27+ 0.15% |
$643 - $698
|
18.4K
$475K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.89K+ 5.46% |
$116K - $126K
|
94.4K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.57K- 35.61% |
$109K - $118K
|
8.27K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
159+ 0.08% |
$3.79K - $4.11K
|
200K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
76+ 0.29% |
$1.81K - $1.96K
|
26.1K
$673K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
485+ 1.26% |
$11.6K - $12.5K
|
38.9K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
16+ 0.17% |
$381 - $413
|
9.69K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
595K+ 25.61% |
$14.2M - $15.4M
|
2.92M
$75.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.01K+ 2.89% |
$47.9K - $51.9K
|
71.6K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
179+ 1.66% |
$4.26K - $4.63K
|
10.9K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-901K- 50.93% |
$21.5M - $23.3M
|
868K
$22.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-4.8K- 31.87% |
$114K - $124K
|
10.3K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
4+ 0.0% |
$95.3 - $103
|
133K
$3.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.72K- 13.1% |
$160K - $174K
|
44.5K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
444+ 0.51% |
$10.6K - $11.5K
|
88.1K
$2.28M
|
|