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 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.76K+ 18.91% |
$161K - $175K
|
42.5K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.29K+ 10.97% |
$150K - $163K
|
63.6K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$405 - $439
|
13.5K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
8.81KNew |
$210K - $228K
|
8.81K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 0.29% |
$167 - $181
|
2.44K
$63K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-484- 3.06% |
$11.5K - $12.5K
|
15.3K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 2.68% |
$32.9K - $35.7K
|
52.9K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-300K- 19.53% |
$7.15M - $7.76M
|
1.24M
$31.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
32+ 0.18% |
$762 - $827
|
17.4K
$450K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-7.17K- 8.57% |
$171K - $185K
|
76.5K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13.7K- 48.86% |
$326K - $353K
|
14.3K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
3.08K+ 8.82% |
$73.4K - $79.6K
|
38K
$981K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.03K- 7.72% |
$167K - $182K
|
84K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-443- 21.45% |
$10.6K - $11.4K
|
1.62K
$41.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2+ 0.0% |
$47.6 - $51.7
|
202K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.29% |
$977 - $1.06K
|
14.1K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.8KNew |
$186K - $202K
|
7.8K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.45K+ 5.81% |
$130K - $141K
|
99.3K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.18K+ 0.12% |
$28.2K - $30.6K
|
981K
$25.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.83K- 7.21% |
$115K - $125K
|
62.1K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-356- 0.72% |
$8.48K - $9.2K
|
48.8K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.18K+ 43.58% |
$147K - $160K
|
20.4K
$526K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.22K- 3.63% |
$52.9K - $57.4K
|
58.9K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
37+ 0.29% |
$881 - $956
|
12.7K
$327K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-276- 0.8% |
$6.57K - $7.13K
|
34.4K
$887K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11K- 1.44% |
$261K - $283K
|
750K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
4K+ 3.72% |
$95.2K - $103K
|
112K
$2.88M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.44K- 10.96% |
$81.8K - $88.8K
|
27.9K
$720K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.4% |
$47.6 - $51.7
|
508
$13.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
311+ 0.24% |
$7.41K - $8.04K
|
130K
$3.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.01% |
$95.3 - $103
|
31.5K
$814K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-621- 1.55% |
$14.8K - $16K
|
39.6K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
147K+ 15.87% |
$3.49M - $3.79M
|
1.07M
$27.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.2K+ 1.02% |
$553K - $600K
|
2.31M
$59.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.31K- 0.49% |
$31.3K - $34K
|
268K
$6.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$691 - $749
|
10.7K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.98K- 2.75% |
$70.9K - $77K
|
105K
$2.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$357 - $388
|
23.5K
$607K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 3.31% |
$598K - $649K
|
733K
$18.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.4K- 2.65% |
$271K - $294K
|
417K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.88K+ 15.17% |
$92.4K - $100K
|
29.5K
$761K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-193- 12.12% |
$4.6K - $4.99K
|
1.4K
$36.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-750- 7.02% |
$17.9K - $19.4K
|
9.94K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.01% |
$47.6 - $51.7
|
17K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.43K+ 1.64% |
$34K - $36.9K
|
88.7K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 57.88% |
$284K - $308K
|
8.67K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-142Closed |
$3.38K - $3.67K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-340- 1.34% |
$8.1K - $8.79K
|
25.1K
$648K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.45K- 10.69% |
$58.4K - $63.3K
|
20.5K
$529K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 2.64% |
$37.2K - $40.3K
|
57.7K
$1.49M
|
|