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 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04K- 2.31% |
$72.5K - $78.6K
|
128K
$3.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 8.64% |
$4.65M - $5.05M
|
2.46M
$63.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-263K- 4.82% |
$6.27M - $6.81M
|
5.2M
$134M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-885- 0.1% |
$21.1K - $22.9K
|
853K
$22M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-6.19K- 4.16% |
$147K - $160K
|
143K
$3.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.5K- 5.26% |
$35.7K - $38.8K
|
27K
$697K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.49K+ 12.82% |
$59.2K - $64.2K
|
21.9K
$565K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.53K+ 53.63% |
$227K - $246K
|
27.3K
$705K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
35+ 0.29% |
$834 - $904
|
12K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$251K - $273K
|
15.8K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 3.91% |
$25.7K - $27.9K
|
26.5K
$685K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.82K- 3.81% |
$67.2K - $72.9K
|
71.3K
$1.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80+ 1.31% |
$1.91K - $2.07K
|
6.21K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
417New |
$9.93K - $10.8K
|
417
$10.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.29% |
$2.12K - $2.3K
|
30.8K
$794K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
85.4K+ 1.37% |
$2.03M - $2.21M
|
6.33M
$164M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 2.49% |
$550K - $597K
|
952K
$24.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.27K+ 13.63% |
$54.1K - $58.7K
|
18.9K
$489K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
7+ 0.01% |
$167 - $181
|
103K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.4K- 2.65% |
$271K - $294K
|
417K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.3K- 7.1% |
$342K - $371K
|
188K
$4.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.9K- 21.67% |
$640K - $694K
|
97.1K
$2.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.57K- 1.91% |
$84.9K - $92.1K
|
183K
$4.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$501K - $543K
|
21K
$543K
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-10.4K- 42.5% |
$247K - $268K
|
14K
$363K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21+ 0.19% |
$500 - $543
|
11.3K
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13.1KClosed |
$311K - $337K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.12K- 1.15% |
$50.5K - $54.8K
|
183K
$4.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
4+ 0.28% |
$95.3 - $103
|
1.44K
$37.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 79.37% |
$2.38K - $2.58K
|
26
$671
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.01K+ 0.39% |
$47.8K - $51.9K
|
513K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2.64K+ 10.65% |
$62.9K - $68.2K
|
27.4K
$708K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.36K- 1.02% |
$151K - $164K
|
619K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.29K+ 2.27% |
$78.4K - $85K
|
148K
$3.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.48KNew |
$226K - $245K
|
9.48K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-38.3K- 30.33% |
$913K - $990K
|
88K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498KNew |
$11.9M - $12.9M
|
498K
$12.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.62K- 1.88% |
$86.3K - $93.6K
|
189K
$4.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.39K- 37.94% |
$33.1K - $35.9K
|
2.28K
$58.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-87- 0.16% |
$2.07K - $2.25K
|
53.1K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-31.7K- 5.11% |
$756K - $820K
|
589K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 10.46% |
$320K - $347K
|
115K
$2.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
17+ 3.4% |
$405 - $439
|
517
$13.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-193K- 37.29% |
$4.59M - $4.98M
|
324K
$8.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-51- 1.02% |
$1.21K - $1.32K
|
4.97K
$128K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
7K+ 13.74% |
$167K - $181K
|
58K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16.3K- 13.43% |
$389K - $422K
|
105K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-189- 1.44% |
$4.5K - $4.88K
|
12.9K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.13KNew |
$98.3K - $107K
|
4.13K
$107K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 0.12% |
$1.74K - $1.89K
|
60.2K
$1.55M
|
|