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
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
168+ 0.58% |
$4K - $4.34K
|
29.3K
$757K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-89.7K- 74.86% |
$2.14M - $2.32M
|
30.1K
$778K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
34.8K+ 7.22% |
$830K - $900K
|
518K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
23.2K+ 15.93% |
$551K - $598K
|
169K
$4.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
47+ 0.24% |
$1.12K - $1.21K
|
19.8K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
8.01K+ 3.25% |
$191K - $207K
|
254K
$6.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.18% |
$1.69K - $1.83K
|
40.1K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.02% |
$286 - $310
|
48.1K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-253- 0.33% |
$6.03K - $6.54K
|
77.3K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
32.1K+ 5.91% |
$765K - $830K
|
576K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
7.8KNew |
$186K - $202K
|
7.8K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$881 - $956
|
14.2K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
95+ 0.29% |
$2.26K - $2.45K
|
33K
$853K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.14% |
$47.6 - $51.7
|
1.43K
$37K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.29% |
$28.2K - $30.6K
|
413K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-750- 2.34% |
$17.9K - $19.4K
|
31.3K
$807K
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
10.6K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-2.79K- 20.99% |
$66.5K - $72.1K
|
10.5K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-33.2K- 18.85% |
$792K - $859K
|
143K
$3.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$242K - $263K
|
10.2K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
109+ 0.45% |
$2.6K - $2.82K
|
24.5K
$631K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.61K- 5.04% |
$38.3K - $41.5K
|
30.3K
$781K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
11.6K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.3K+ 4.12% |
$30.9K - $33.5K
|
32.7K
$845K
|
|
|
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
|
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
|
|