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 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 2.69% |
$50.3K - $54.5K
|
76.3K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.61K+ 2.22% |
$158K - $171K
|
305K
$7.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
948+ 0.91% |
$22.6K - $24.5K
|
105K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.18K- 0.15% |
$99.7K - $108K
|
2.81M
$72.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 0.49% |
$4.84K - $5.25K
|
41.9K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
41.2K+ 0.68% |
$981K - $1.06M
|
6.09M
$157M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
195+ 2.15% |
$4.64K - $5.04K
|
9.28K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.89K+ 5.45% |
$117K - $126K
|
94.7K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
198K+ 3.04% |
$4.71M - $5.1M
|
6.69M
$173M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.21K+ 6.62% |
$100K - $109K
|
67.9K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.11% |
$238 - $258
|
9.34K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.71K+ 12.21% |
$40.8K - $44.2K
|
15.7K
$406K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 2.72% |
$8.34K - $9.04K
|
12.5K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
192K+ 6.0% |
$4.57M - $4.95M
|
3.39M
$87.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.2K+ 0.59% |
$292K - $316K
|
2.07M
$53.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.82K- 4.14% |
$115K - $124K
|
112K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.18% |
$524 - $568
|
12.4K
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2+ 0.01% |
$47.6 - $51.7
|
39.8K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
853+ 0.58% |
$20.3K - $22K
|
148K
$3.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25K+ 10.6% |
$29.8K - $32.3K
|
13.1K
$337K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-235- 1.28% |
$5.6K - $6.07K
|
18.2K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.81K- 7.56% |
$43.1K - $46.8K
|
22.1K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.89K- 6.48% |
$117K - $126K
|
70.6K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-988- 11.65% |
$23.5K - $25.5K
|
7.49K
$193K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
782New |
$18.6K - $20.2K
|
782
$20.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-576- 3.38% |
$13.7K - $14.9K
|
16.5K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
425+ 1.05% |
$10.1K - $11K
|
40.8K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.37K+ 3.02% |
$56.5K - $61.3K
|
80.9K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-18.2K- 35.63% |
$434K - $470K
|
32.9K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$9.55K - $10.4K
|
401
$10.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16.7K- 44.98% |
$397K - $430K
|
20.4K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.21% |
$71.5 - $77.5
|
1.41K
$36.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-1.22K- 1.26% |
$29.2K - $31.6K
|
95.8K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$262 - $284
|
13.6K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54K+ 1.31% |
$36.7K - $39.8K
|
120K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-148- 0.68% |
$3.53K - $3.82K
|
21.8K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28+ 0.29% |
$667 - $724
|
9.67K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
252+ 0.59% |
$6K - $6.51K
|
43.3K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 0.64% |
$44.2K - $48K
|
289K
$7.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
8.19KNew |
$195K - $212K
|
8.19K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.29K- 2.36% |
$30.7K - $33.3K
|
53.3K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-9.45K- 4.63% |
$225K - $244K
|
195K
$5.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-6- 0.01% |
$143 - $155
|
63.9K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-75- 0.02% |
$1.79K - $1.94K
|
410K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 0.36% |
$59.2K - $64.2K
|
694K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
547New |
$13K - $14.1K
|
547
$14.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.14K- 1.48% |
$50.9K - $55.2K
|
142K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
148+ 1.4% |
$3.53K - $3.82K
|
10.7K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$334K - $362K
|
14K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.08K- 2.44% |
$73.4K - $79.6K
|
123K
$3.18M
|
|