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 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
570+ 1.27% |
$13.6K - $14.7K
|
45.3K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
12.7K+ 26.7% |
$302K - $328K
|
60.2K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 10.93% |
$62.6K - $68K
|
26.7K
$689K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-66.9K- 4.41% |
$1.59M - $1.73M
|
1.45M
$37.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
52.1K+ 3.41% |
$1.24M - $1.35M
|
1.58M
$40.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-18- 0.13% |
$429 - $465
|
14.3K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
552+ 0.33% |
$13.1K - $14.3K
|
170K
$4.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
17.8K+ 45.94% |
$424K - $460K
|
56.6K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.8 - $25.8
|
18.2K
$470K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-149K- 19.93% |
$3.54M - $3.84M
|
597K
$15.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34.9K- 1.07% |
$832K - $902K
|
3.24M
$83.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
19.4K+ 1.94% |
$462K - $501K
|
1.02M
$26.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.34K- 3.62% |
$175K - $190K
|
195K
$5.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.5KNew |
$321K - $348K
|
13.5K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.98K- 0.53% |
$94.9K - $103K
|
748K
$19.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
111+ 0.59% |
$2.64K - $2.87K
|
19K
$490K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-324- 27.0% |
$7.72K - $8.37K
|
876
$22.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 4.12% |
$25K - $27.1K
|
26.5K
$684K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$47.6 - $51.7
|
7.16K
$185K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.7K+ 4372.22% |
$469K - $508K
|
20.1K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
29.6K+ 2.68% |
$704K - $764K
|
1.13M
$29.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33K+ 44.04% |
$222K - $241K
|
30.5K
$788K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-2.03K- 1.07% |
$48.4K - $52.5K
|
188K
$4.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 6.49% |
$43.9K - $47.7K
|
26.6K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-81- 0.71% |
$1.93K - $2.09K
|
11.4K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
8.09KNew |
$193K - $209K
|
8.09K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 0.57% |
$310 - $336
|
2.3K
$59.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.27K+ 0.32% |
$77.8K - $84.4K
|
1.03M
$26.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.4K+ 2.26% |
$463K - $502K
|
878K
$22.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-3.38K- 15.75% |
$80.5K - $87.3K
|
18.1K
$467K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.12K+ 8.22% |
$74.2K - $80.5K
|
41.1K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.02% |
$95.3 - $103
|
22.6K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49+ 0.27% |
$1.17K - $1.27K
|
18.1K
$467K
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12.9K- 1.1% |
$307K - $333K
|
1.16M
$30M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
693+ 0.29% |
$16.5K - $17.9K
|
241K
$6.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.3KNew |
$436K - $473K
|
18.3K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.17K+ 38.9% |
$218K - $237K
|
32.7K
$846K
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 12.37% |
$239K - $259K
|
71K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.6KNew |
$895K - $971K
|
37.6K
$970K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-574- 16.57% |
$13.7K - $14.8K
|
2.89K
$74.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-145- 0.52% |
$3.45K - $3.75K
|
27.6K
$714K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.3K- 10.85% |
$294K - $319K
|
101K
$2.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.33K+ 4.8% |
$79.4K - $86.2K
|
72.8K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 0.28% |
$1.05K - $1.14K
|
15.5K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.57K+ 0.96% |
$37.4K - $40.5K
|
165K
$4.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.14K+ 10.23% |
$122K - $133K
|
55.3K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
579+ 6.16% |
$13.8K - $15K
|
9.98K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.5KNew |
$275K - $298K
|
11.5K
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
771+ 11.42% |
$18.4K - $19.9K
|
7.52K
$194K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
655+ 0.9% |
$15.6K - $16.9K
|
73.2K
$1.89M
|
|