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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
327KNew |
$6.25M - $7.8M
|
327K
$8.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
9.15KNew |
$175K - $218K
|
9.15K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
434+ 18.69% |
$8.29K - $10.3K
|
2.76K
$71.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
661New |
$12.6K - $15.8K
|
661
$17.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-19.4K- 5.58% |
$370K - $461K
|
328K
$8.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.4K- 25.4% |
$217K - $271K
|
33.4K
$863K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.4K- 20.88% |
$1.12M - $1.39M
|
221K
$5.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19New |
$363 - $453
|
19
$491
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$325 - $405
|
16.3K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1KNew |
$194K - $242K
|
10.1K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
28.4K+ 4.54% |
$542K - $676K
|
653K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
792+ 37.66% |
$15.1K - $18.9K
|
2.9K
$74.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.1KNew |
$460K - $574K
|
24.1K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
138New |
$2.64K - $3.29K
|
138
$3.56K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29.5KNew |
$564K - $703K
|
29.5K
$762K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
35.8K+ 4.31% |
$683K - $852K
|
866K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.23KNew |
$176K - $220K
|
9.23K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-221- 24.94% |
$4.22K - $5.27K
|
665
$17.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.32% |
$19.1 - $23.8
|
311
$8.03K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 3.39% |
$26.7K - $33.4K
|
39.8K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 4.53% |
$22.1K - $27.6K
|
24.4K
$630K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $219K
|
9.18K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-445- 1.94% |
$8.5K - $10.6K
|
22.5K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.12KNew |
$174K - $217K
|
9.12K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.15K- 9.68% |
$21.9K - $27.4K
|
10.7K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.02% |
$821 - $1.02K
|
197K
$5.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-400- 2.63% |
$7.64K - $9.53K
|
14.8K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
23.9K
$616K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$1.47K - $1.83K
|
26.2K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.29% |
$649 - $810
|
11.8K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.15K - $1.43K
|
60
$1.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
60.6K+ 35.67% |
$1.16M - $1.45M
|
231K
$5.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2KNew |
$214K - $267K
|
11.2K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17KNew |
$325K - $405K
|
17K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-90- 0.07% |
$1.72K - $2.14K
|
129K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 0.22% |
$9.55K - $11.9K
|
228K
$5.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
28.9KNew |
$553K - $690K
|
28.9K
$747K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
996+ 33.2% |
$19K - $23.7K
|
4K
$103K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 11.6% |
$22.4K - $27.9K
|
11.3K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
22New |
$420 - $524
|
22
$568
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16.4KNew |
$313K - $391K
|
16.4K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-22- 0.03% |
$420 - $524
|
73.7K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.78MNew |
$130M - $162M
|
6.78M
$175M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$28K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-500- 0.64% |
$9.55K - $11.9K
|
77.4K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.61% |
$6.65K - $8.29K
|
13K
$335K
|
|