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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-961- 2.31% |
$22.9K - $24.8K
|
40.6K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.99K+ 10.8% |
$94.9K - $103K
|
40.9K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.93KNew |
$189K - $205K
|
7.93K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.3K- 41.56% |
$365K - $396K
|
21.5K
$556K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
30+ 0.22% |
$715 - $775
|
13.7K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 10.93% |
$29.9K - $32.4K
|
10.2K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.49K- 15.28% |
$59.4K - $64.4K
|
13.8K
$357K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
217+ 3.93% |
$5.17K - $5.61K
|
5.73K
$148K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
13.1K+ 20.14% |
$313K - $339K
|
78.3K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
24.5K+ 15.2% |
$583K - $633K
|
186K
$4.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 8.93% |
$29.1K - $31.6K
|
14.9K
$384K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.08K- 8.59% |
$121K - $131K
|
54K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
43+ 0.24% |
$1.02K - $1.11K
|
17.9K
$463K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-146- 0.24% |
$3.48K - $3.77K
|
61.2K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
209KNew |
$4.98M - $5.4M
|
209K
$5.4M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-897- 2.63% |
$21.4K - $23.2K
|
33.2K
$857K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-204- 0.2% |
$4.86K - $5.27K
|
102K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.6K- 3.66% |
$38.2K - $41.4K
|
42.2K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
70.2K+ 102.25% |
$1.67M - $1.81M
|
139K
$3.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$71.5 - $77.5
|
13.7K
$353K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.7K- 43.58% |
$517K - $561K
|
28.1K
$725K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-618- 4.54% |
$14.7K - $16K
|
13K
$336K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.23K- 5.1% |
$76.9K - $83.5K
|
60.2K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 0.01% |
$405 - $439
|
304K
$7.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-152- 0.7% |
$3.62K - $3.93K
|
21.6K
$558K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.25% |
$1.05K - $1.14K
|
17.5K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-480- 3.88% |
$11.4K - $12.4K
|
11.9K
$307K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-77.7K- 1.59% |
$1.85M - $2.01M
|
4.81M
$124M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.8K+ 28.11% |
$496K - $538K
|
94.9K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.25K+ 1.42% |
$53.6K - $58.1K
|
161K
$4.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.75K- 13.27% |
$65.6K - $71.1K
|
18K
$464K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.63K- 0.16% |
$38.8K - $42K
|
1.01M
$26.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-22.7K- 2.44% |
$541K - $587K
|
909K
$23.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4+ 0.3% |
$95.3 - $103
|
1.36K
$35.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-826- 0.09% |
$19.7K - $21.3K
|
921K
$23.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-6.79K- 0.34% |
$162K - $175K
|
2.02M
$52.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-225- 1.84% |
$5.36K - $5.81K
|
12K
$310K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
65+ 0.3% |
$1.55K - $1.68K
|
22.1K
$570K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
42New |
$1K - $1.09K
|
42
$1.08K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72.1K- 19.52% |
$1.72M - $1.86M
|
297K
$7.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.15K+ 2.15% |
$27.3K - $29.6K
|
54.5K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
4+ 0.04% |
$95.3 - $103
|
10.5K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
12+ 0.14% |
$286 - $310
|
8.62K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
35.5K+ 8.38% |
$846K - $918K
|
459K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.48K- 28.04% |
$202K - $219K
|
21.8K
$562K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.64K+ 7.87% |
$62.9K - $68.3K
|
36.2K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.43K+ 1.99% |
$57.9K - $62.8K
|
124K
$3.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.54KNew |
$203K - $221K
|
8.54K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 1.68% |
$381 - $413
|
966
$24.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-842- 2.16% |
$20.1K - $21.8K
|
38.2K
$987K
|
|