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 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155K- 4.19% |
$3.69M - $4M
|
3.54M
$91.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.24% |
$52.6K - $57.1K
|
177K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
592New |
$14.1K - $15.3K
|
592
$15.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-325- 0.37% |
$7.74K - $8.4K
|
87.2K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-588- 2.43% |
$14K - $15.2K
|
23.6K
$609K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 1.86% |
$24.6K - $26.7K
|
56.6K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.28K- 2.26% |
$173K - $188K
|
314K
$8.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.08KNew |
$192K - $209K
|
8.08K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
938+ 1.38% |
$22.3K - $24.2K
|
69K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.1K- 0.23% |
$97.7K - $106K
|
1.77M
$45.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-76.4K- 75.96% |
$1.82M - $1.97M
|
24.2K
$624K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.34K+ 0.13% |
$55.8K - $60.5K
|
1.78M
$45.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.72K+ 3.11% |
$113K - $122K
|
157K
$4.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$47.6 - $51.7
|
720
$18.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
118+ 0.12% |
$2.81K - $3.05K
|
102K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 3.72% |
$30K - $32.5K
|
32.5K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-228- 0.56% |
$5.43K - $5.89K
|
40.4K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.39K- 0.87% |
$128K - $139K
|
614K
$15.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.54K- 1.34% |
$84.3K - $91.4K
|
260K
$6.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.7K+ 9.03% |
$278K - $302K
|
141K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-69- 0.18% |
$1.64K - $1.78K
|
38.8K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-274- 0.49% |
$6.53K - $7.08K
|
55.2K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 8.34% |
$31.8K - $34.5K
|
14.7K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
18+ 0.14% |
$429 - $465
|
13.1K
$338K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.8% |
$491K - $533K
|
1.12M
$29M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-246- 0.28% |
$5.86K - $6.36K
|
87.8K
$2.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$643 - $698
|
9.32K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 2.0% |
$37.6K - $40.8K
|
80.4K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
820+ 7.66% |
$19.5K - $21.2K
|
11.5K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 4.86% |
$14.3K - $15.5K
|
11.8K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.17K+ 19.11% |
$99.4K - $108K
|
26K
$672K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-559- 1.95% |
$13.3K - $14.4K
|
28.1K
$726K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1.98KNew |
$47.2K - $51.2K
|
1.98K
$51.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 1.43% |
$38.7K - $42K
|
115K
$2.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 2.77% |
$5.96K - $6.46K
|
8.76K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6K+ 5.76% |
$143K - $155K
|
110K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.66K- 4.54% |
$63.4K - $68.8K
|
55.9K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-140- 0.06% |
$3.33K - $3.62K
|
228K
$5.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5.05K+ 62.73% |
$120K - $130K
|
13.1K
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
40+ 0.19% |
$953 - $1.03K
|
21.6K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
37+ 0.07% |
$881 - $956
|
55.6K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 1.23% |
$45.7K - $49.6K
|
157K
$4.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13+ 0.05% |
$310 - $336
|
24.1K
$621K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.39K- 11.26% |
$33.1K - $35.9K
|
10.9K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5+ 0.32% |
$119 - $129
|
1.58K
$40.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.8KNew |
$973K - $1.06M
|
40.8K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
27.4K+ 36.9% |
$653K - $709K
|
102K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-399- 4.08% |
$9.5K - $10.3K
|
9.38K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$131M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56.2K- 9.61% |
$1.34M - $1.45M
|
529K
$13.6M
|
|