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 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
693+ 3.69% |
$16.5K - $17.9K
|
19.5K
$503K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 0.77% |
$441K - $478K
|
2.42M
$62.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.5K- 6.81% |
$560K - $608K
|
322K
$8.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$191 - $207
|
11.2K
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-179- 0.77% |
$4.26K - $4.63K
|
23.1K
$597K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.07K+ 1.12% |
$121K - $131K
|
458K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-417- 2.86% |
$9.93K - $10.8K
|
14.2K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-8.99K- 6.05% |
$214K - $232K
|
140K
$3.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-135- 1.35% |
$3.22K - $3.49K
|
9.83K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.38K+ 51.26% |
$56.7K - $61.5K
|
7.03K
$181K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 1.45% |
$33.1K - $35.9K
|
94.4K
$2.44M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32- 0.23% |
$762 - $827
|
13.9K
$358K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.48K- 2.08% |
$35.3K - $38.3K
|
69.8K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-356- 3.5% |
$8.48K - $9.2K
|
9.81K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.44K- 0.98% |
$34.2K - $37.1K
|
145K
$3.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 0.81% |
$6.38K - $6.93K
|
33.2K
$858K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-322- 1.2% |
$7.67K - $8.32K
|
26.6K
$686K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.01K- 1.46% |
$24K - $26K
|
67.8K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 0.04% |
$10.5K - $11.4K
|
1.05M
$27M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 5.58% |
$915K - $992K
|
650K
$16.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-11.8K- 2.32% |
$281K - $305K
|
497K
$12.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.4K- 2.58% |
$844K - $915K
|
1.34M
$34.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
8.77KNew |
$209K - $227K
|
8.77K
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 4.98% |
$68.2K - $74K
|
54.6K
$1.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17K- 12.33% |
$405K - $439K
|
121K
$3.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
51+ 0.3% |
$1.21K - $1.32K
|
17K
$439K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 9.96% |
$44.3K - $48.1K
|
16.8K
$434K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.54K+ 5.56% |
$132K - $143K
|
105K
$2.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
8+ 0.06% |
$191 - $207
|
13.9K
$358K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.07K+ 54.63% |
$216K - $234K
|
25.7K
$663K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26.2K+ 24.04% |
$625K - $678K
|
135K
$3.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-100- 0.12% |
$2.38K - $2.58K
|
86.4K
$2.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 12.76% |
$40.4K - $43.9K
|
15K
$387K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.32K- 26.04% |
$222K - $241K
|
26.5K
$683K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
16.9K+ 1.94% |
$403K - $437K
|
888K
$22.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 1.42% |
$23.8K - $25.8K
|
69.6K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 7.74% |
$301K - $326K
|
151K
$3.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
144+ 0.07% |
$3.43K - $3.72K
|
197K
$5.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.22K- 2.95% |
$76.6K - $83.1K
|
106K
$2.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.22% |
$596 - $646
|
11.4K
$294K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$381 - $413
|
11.2K
$290K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-465- 0.1% |
$11.1K - $12K
|
472K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
86+ 0.29% |
$2.05K - $2.22K
|
29.9K
$773K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
405+ 4.32% |
$9.65K - $10.5K
|
9.78K
$252K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.99K+ 4.93% |
$143K - $155K
|
127K
$3.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
511+ 0.27% |
$12.2K - $13.2K
|
190K
$4.92M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$4.31K - $4.68K
|
181
$4.67K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.16K- 21.88% |
$27.7K - $30K
|
4.15K
$107K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.72K- 1.27% |
$88.6K - $96.1K
|
289K
$7.45M
|
|