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 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
115K+ 10.34% |
$2.73M - $2.97M
|
1.23M
$31.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.05K+ 1.99% |
$25K - $27.1K
|
53.7K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-48.9K- 5.22% |
$1.16M - $1.26M
|
887K
$22.9M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.54K- 0.34% |
$36.6K - $39.7K
|
452K
$11.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.2% |
$143 - $155
|
3K
$77.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-150- 0.9% |
$3.57K - $3.88K
|
16.4K
$425K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 5.48% |
$2.63M - $3.28M
|
2.65M
$68.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.54K+ 7.69% |
$29.5K - $36.8K
|
21.6K
$558K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.35K- 5.26% |
$25.7K - $32.1K
|
24.3K
$626K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.94K+ 209.52% |
$75.3K - $93.9K
|
5.82K
$150K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.78K+ 2021.93% |
$72.2K - $90.1K
|
3.97K
$102K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
14.4KNew |
$275K - $344K
|
14.4K
$372K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
6.78K+ 19.37% |
$130K - $162K
|
41.8K
$1.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900+ 4.97% |
$17.2K - $21.4K
|
19K
$491K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465K- 98.05% |
$8.88M - $11.1M
|
9.26K
$239K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77.6KNew |
$1.48M - $1.85M
|
77.6K
$2M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 0.75% |
$2.37K - $2.95K
|
16.7K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 4.45% |
$9.53K - $11.9K
|
11.7K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.84KNew |
$169K - $211K
|
8.84K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2K+ 12.74% |
$38.2K - $47.7K
|
17.7K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 48.38% |
$1.1M - $1.37M
|
61.4K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.17K- 26.19% |
$60.5K - $75.5K
|
8.93K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$172K - $214K
|
9K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-75- 0.31% |
$1.43K - $1.79K
|
24.1K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$611 - $763
|
34.5K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.5K+ 25.94% |
$543K - $678K
|
138K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-612- 4.76% |
$11.7K - $14.6K
|
12.2K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181KNew |
$3.46M - $4.31M
|
181K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
44.7K+ 138.51% |
$853K - $1.06M
|
76.9K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
783New |
$15K - $18.7K
|
783
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
730New |
$13.9K - $17.4K
|
730
$18.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.86KNew |
$112K - $140K
|
5.86K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-369K- 8.35% |
$7.05M - $8.8M
|
4.05M
$105M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.16K- 1.16% |
$41.3K - $51.6K
|
185K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-153- 0.18% |
$2.92K - $3.65K
|
85.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.9K+ 146.42% |
$628K - $784K
|
55.4K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
648New |
$12.4K - $15.4K
|
648
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.1KNew |
$230K - $287K
|
12.1K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.22KNew |
$176K - $220K
|
9.22K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.13KNew |
$59.7K - $74.5K
|
3.13K
$80.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
87+ 0.3% |
$1.66K - $2.07K
|
29.5K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$38.2 - $47.7
|
8.77K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-9K- 23.08% |
$172K - $214K
|
30K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43K- 70.44% |
$27.3K - $34.1K
|
600
$15.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49K- 15.48% |
$47.6K - $59.4K
|
13.6K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.95K- 4.67% |
$37.2K - $46.5K
|
39.8K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
76.8K+ 2337.4% |
$1.47M - $1.83M
|
80.1K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22.8K- 13.7% |
$435K - $542K
|
143K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-3.89K- 9.53% |
$74.2K - $92.6K
|
36.9K
$953K
|
|