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 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.5K- 8.17% |
$441K - $479K
|
208K
$5.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.67K- 3.89% |
$63.7K - $69.1K
|
66.2K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.61K- 7.78% |
$181K - $197K
|
90.2K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 1.54% |
$148K - $160K
|
407K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
133+ 0.28% |
$3.17K - $3.44K
|
47.5K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-791- 2.71% |
$18.8K - $20.4K
|
28.4K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-58- 0.12% |
$1.38K - $1.5K
|
47.3K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
92+ 1.06% |
$2.19K - $2.38K
|
8.74K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.29K+ 8.94% |
$78.4K - $85.1K
|
40.1K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
893+ 0.89% |
$21.3K - $23.1K
|
102K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.87K+ 7.37% |
$44.4K - $48.2K
|
27.2K
$702K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
71.7K+ 31.81% |
$1.71M - $1.85M
|
297K
$7.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.16K+ 3.77% |
$218K - $237K
|
252K
$6.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-25- 0.05% |
$596 - $646
|
52.4K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
57+ 0.21% |
$1.36K - $1.47K
|
27.2K
$703K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-513- 1.54% |
$12.2K - $13.3K
|
32.8K
$847K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
210+ 2.24% |
$5K - $5.43K
|
9.59K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
306+ 1.02% |
$7.29K - $7.91K
|
30.4K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-929- 96.47% |
$22.1K - $24K
|
34
$878
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-145- 0.83% |
$3.45K - $3.75K
|
17.3K
$445K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.1% |
$1.55K - $1.68K
|
66.8K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
350+ 2.8% |
$8.34K - $9.04K
|
12.9K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-300- 55.66% |
$7.15K - $7.75K
|
239
$6.17K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-813- 4.23% |
$19.4K - $21K
|
18.4K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.01% |
$167 - $181
|
118K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
29+ 0.29% |
$691 - $749
|
10.2K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 0.96% |
$288K - $312K
|
1.27M
$32.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 65.43% |
$4.1M - $4.45M
|
435K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23+ 0.28% |
$548 - $594
|
8.13K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-165- 1.84% |
$3.93K - $4.26K
|
8.82K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 1.5% |
$35.2K - $38.2K
|
97.2K
$2.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 0.07% |
$310 - $336
|
18.4K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.97K- 7.34% |
$237K - $258K
|
126K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.9K- 59.39% |
$379K - $411K
|
10.9K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
924+ 10.93% |
$22K - $23.9K
|
9.38K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1K+ 2.76% |
$23.8K - $25.9K
|
37.3K
$964K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
29+ 0.29% |
$691 - $749
|
10.1K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1+ 2.78% |
$23.8 - $25.8
|
37
$955
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.9KNew |
$212K - $230K
|
8.9K
$230K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07K+ 3.99% |
$25.4K - $27.5K
|
27.8K
$717K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.69K- 2.99% |
$231K - $250K
|
314K
$8.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-48- 0.09% |
$1.14K - $1.24K
|
50.7K
$1.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
750+ 1.56% |
$17.9K - $19.4K
|
48.8K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-508- 4.71% |
$12.1K - $13.1K
|
10.3K
$265K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42.5K+ 17.37% |
$1.01M - $1.1M
|
287K
$7.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.01% |
$13.7K - $14.9K
|
29.2K
$755K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.8K+ 5.17% |
$639K - $693K
|
546K
$14.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
674+ 1.78% |
$16.1K - $17.4K
|
38.5K
$993K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.93K- 7.51% |
$93.7K - $102K
|
48.5K
$1.25M
|
|