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 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.34K- 1.63% |
$31.9K - $34.6K
|
81K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61.1K+ 8.41% |
$1.46M - $1.58M
|
788K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 11.24% |
$347K - $376K
|
144K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.25K- 0.68% |
$101K - $110K
|
620K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 3.2% |
$17.9K - $19.4K
|
22.7K
$585K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.64K- 5.33% |
$62.9K - $68.2K
|
46.9K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.04% |
$119 - $129
|
11.2K
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-977- 1.12% |
$23.3K - $25.2K
|
86.4K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.2K- 7.18% |
$361K - $391K
|
196K
$5.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-62.8K- 4.89% |
$1.5M - $1.62M
|
1.22M
$31.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
887+ 2.5% |
$21.1K - $22.9K
|
36.4K
$940K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-613- 0.61% |
$14.6K - $15.8K
|
99.9K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.93K- 0.59% |
$46K - $49.9K
|
325K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
91+ 0.44% |
$2.17K - $2.35K
|
20.8K
$537K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-4.76K- 9.77% |
$113K - $123K
|
44K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.02% |
$859K - $932K
|
1.23M
$31.8M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.1K+ 1.72% |
$289K - $313K
|
716K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.46K+ 2.46% |
$58.5K - $63.5K
|
102K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.76K- 3.11% |
$41.9K - $45.5K
|
54.8K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
63+ 0.12% |
$1.5K - $1.63K
|
53.3K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 347.55% |
$464K - $503K
|
25.1K
$647K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.15K+ 4.56% |
$27.4K - $29.7K
|
26.4K
$681K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.24K- 2.56% |
$101K - $110K
|
162K
$4.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.01K+ 3.9% |
$48K - $52K
|
53.6K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
635+ 2.25% |
$15.1K - $16.4K
|
28.8K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.27% |
$167 - $181
|
2.57K
$66.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5K+ 4.23% |
$119K - $129K
|
123K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-171- 0.79% |
$4.07K - $4.42K
|
21.5K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.92K+ 19.52% |
$117K - $127K
|
30.1K
$778K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70+ 0.05% |
$1.67K - $1.81K
|
135K
$3.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.88K+ 2.45% |
$68.5K - $74.3K
|
120K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.86K- 0.13% |
$116K - $125K
|
3.83M
$98.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.29K- 3.26% |
$78.3K - $85K
|
97.5K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-17.5K- 1.61% |
$416K - $452K
|
1.07M
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.3K- 6.77% |
$960K - $1.04M
|
556K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.88K- 1.47% |
$116K - $126K
|
327K
$8.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-646- 3.48% |
$15.4K - $16.7K
|
17.9K
$463K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 18.75% |
$439K - $476K
|
79.8K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 0.09% |
$1.5K - $1.63K
|
66.7K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.04% |
$214 - $233
|
21.5K
$554K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
850+ 4.59% |
$20.2K - $22K
|
19.4K
$500K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-51- 0.27% |
$1.21K - $1.32K
|
18.6K
$481K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39.5K- 59.77% |
$940K - $1.02M
|
26.6K
$686K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.01K+ 0.19% |
$95.4K - $104K
|
2.09M
$53.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.8K- 11.84% |
$42.9K - $46.6K
|
13.4K
$347K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.3K- 3.09% |
$818K - $887K
|
1.08M
$27.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.1K- 4.86% |
$312K - $339K
|
256K
$6.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-2.47K- 11.18% |
$58.9K - $63.9K
|
19.6K
$507K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
81+ 0.02% |
$1.93K - $2.09K
|
388K
$10M
|
|