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 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.59K- 6.04% |
$37.9K - $41.1K
|
24.7K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
27+ 0.15% |
$643 - $698
|
17.7K
$458K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-331- 0.44% |
$7.88K - $8.55K
|
75.7K
$1.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.3K- 7.72% |
$556K - $603K
|
279K
$7.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
414+ 1.89% |
$9.86K - $10.7K
|
22.4K
$578K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
21.6K+ 2.5% |
$514K - $557K
|
884K
$22.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29.9K- 0.94% |
$712K - $773K
|
3.15M
$81.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-31.9K- 19.98% |
$759K - $823K
|
128K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.68K- 10.1% |
$207K - $224K
|
77.3K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-401- 0.23% |
$9.55K - $10.4K
|
172K
$4.45M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-257- 1.66% |
$6.12K - $6.64K
|
15.3K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.32M+ 10.04% |
$31.5M - $34.1M
|
14.5M
$374M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
237+ 1.69% |
$5.65K - $6.12K
|
14.3K
$369K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.92K+ 2.8% |
$69.5K - $75.4K
|
107K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-7.72K- 4.65% |
$184K - $199K
|
158K
$4.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-854- 0.41% |
$20.3K - $22.1K
|
210K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.9K- 20.42% |
$117K - $126K
|
19.1K
$493K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-130- 0.23% |
$3.1K - $3.36K
|
57.5K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
555+ 1.37% |
$13.2K - $14.3K
|
40.9K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.33K- 28.13% |
$151K - $164K
|
16.2K
$418K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-311- 1.67% |
$7.41K - $8.04K
|
18.3K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
235+ 0.79% |
$5.6K - $6.07K
|
30K
$774K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
271+ 0.57% |
$6.46K - $7K
|
47.4K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1- -0.0% |
$23.8 - $25.8
|
24.8K
$640K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.67K+ 0.08% |
$159K - $172K
|
8.46M
$218M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.12K- 1.86% |
$50.4K - $54.7K
|
112K
$2.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-285- 1.78% |
$6.79K - $7.36K
|
15.7K
$405K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.16K- 7.39% |
$171K - $185K
|
89.7K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.91K+ 15.81% |
$93.2K - $101K
|
28.6K
$740K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.15K- 2.54% |
$27.4K - $29.7K
|
44.3K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.22K+ 0.58% |
$29K - $31.5K
|
212K
$5.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 0.34% |
$905 - $982
|
11.2K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108K+ 1.69% |
$2.57M - $2.79M
|
6.51M
$168M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-78.6K- 2.23% |
$1.87M - $2.03M
|
3.45M
$89.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
101+ 1.43% |
$2.41K - $2.61K
|
7.14K
$184K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
431+ 0.37% |
$10.3K - $11.1K
|
117K
$3.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
726+ 1.2% |
$17.3K - $18.8K
|
61.3K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-350- 0.26% |
$8.34K - $9.04K
|
137K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
730+ 1.41% |
$17.4K - $18.9K
|
52.5K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.43K+ 1.59% |
$129K - $140K
|
348K
$8.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.01K+ 12.82% |
$47.9K - $52K
|
17.7K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-16- 2.32% |
$381 - $413
|
675
$17.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
58K+ 0.67% |
$1.38M - $1.5M
|
8.72M
$225M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8.49K- 7.07% |
$202K - $219K
|
112K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-17.5K- 5.36% |
$416K - $451K
|
308K
$7.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.5K- 0.47% |
$131K - $142K
|
1.15M
$29.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.25K- 0.68% |
$173K - $187K
|
1.06M
$27.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5.46K- 2.74% |
$130K - $141K
|
194K
$5.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.2K- 2.67% |
$338K - $367K
|
518K
$13.4M
|
|