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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
16.2K+ 116.18% |
$309K - $386K
|
30.1K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 2.55% |
$497 - $620
|
1.05K
$27K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13+ 11.21% |
$248 - $310
|
129
$3.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
162KNew |
$3.09M - $3.86M
|
162K
$4.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10.2KNew |
$195K - $243K
|
10.2K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$935K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-265- 15.92% |
$5.06K - $6.31K
|
1.4K
$36.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
900New |
$17.2K - $21.4K
|
900
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.27K- 7.07% |
$24.3K - $30.3K
|
16.7K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
50+ 0.29% |
$955 - $1.19K
|
17.1K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31.7K+ 63.41% |
$606K - $756K
|
81.7K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
12.7K+ 2.97% |
$243K - $303K
|
442K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.7KNew |
$262K - $327K
|
13.7K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 3.39% |
$50.9K - $63.5K
|
81.2K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 16.11% |
$554 - $691
|
151
$3.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.75K- 8.98% |
$33.5K - $41.8K
|
17.8K
$458K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$1.6K - $2K
|
84
$2.17K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 13.33% |
$38.2 - $47.7
|
17
$439
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 10.31% |
$20.1K - $25K
|
9.14K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.62K+ 9.49% |
$50K - $62.4K
|
30.2K
$780K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 7.04% |
$29.9K - $37.4K
|
23.8K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2KNew |
$195K - $244K
|
10.2K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.36K- 5.94% |
$102K - $128K
|
84.8K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
28+ 0.27% |
$535 - $667
|
10.4K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-11- 20.37% |
$210 - $262
|
43
$1.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-11- 20.37% |
$210 - $262
|
43
$1.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.3K- 21.82% |
$101K - $126K
|
19K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
51+ 0.3% |
$974 - $1.22K
|
17.3K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.29% |
$115 - $143
|
2.05K
$53K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.53K- 0.6% |
$67.4K - $84.1K
|
583K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14New |
$267 - $334
|
14
$361
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-104K- 1.66% |
$1.99M - $2.48M
|
6.17M
$159M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.03% |
$153 - $191
|
25.8K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.7KNew |
$358K - $446K
|
18.7K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.81K- 27.35% |
$111K - $138K
|
15.4K
$398K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.85K- 31.11% |
$92.6K - $116K
|
10.7K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.52KNew |
$163K - $203K
|
8.52K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
566+ 56600.0% |
$10.8K - $13.5K
|
567
$14.6K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.8KNew |
$244K - $305K
|
12.8K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-97- 1.01% |
$1.85K - $2.31K
|
9.46K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
465New |
$8.88K - $11.1K
|
465
$12K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.8K- 1.72% |
$34.4K - $42.9K
|
103K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.92K- 25.53% |
$74.9K - $93.4K
|
11.4K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
231New |
$4.41K - $5.5K
|
231
$5.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-87- 0.25% |
$1.66K - $2.07K
|
34K
$879K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.09% |
$19.1 - $23.8
|
1.11K
$28.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$57.3 - $71.5
|
1.9K
$49.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95.2K+ 1895.36% |
$1.82M - $2.27M
|
100K
$2.59M
|
|