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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 2.41% |
$29.7K - $32.2K
|
50.5K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.3% |
$905 - $982
|
12.9K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 28.18% |
$664K - $721K
|
71.1K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$74.2K - $80.5K
|
3.11K
$80.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.7K+ 1.72% |
$1.73M - $1.88M
|
4.29M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.03K- 4.77% |
$95.9K - $104K
|
80.4K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5.18K- 5.2% |
$123K - $134K
|
94.3K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.06K- 30.25% |
$96.6K - $105K
|
9.35K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.64K+ 1.01% |
$62.8K - $68.1K
|
264K
$6.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
246K+ 48.32% |
$5.86M - $6.36M
|
756K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
939+ 1.07% |
$22.4K - $24.3K
|
88.9K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-79.9K- 52.64% |
$1.9M - $2.06M
|
71.9K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 0.64% |
$339K - $368K
|
2.25M
$58.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-63.7M- 98.4% |
$1.52B - $1.65B
|
1.04M
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-90.5K- 44.2% |
$2.16M - $2.34M
|
114K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
6+ 0.03% |
$143 - $155
|
18.1K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.88M+ 2253.73% |
$92.4M - $100M
|
4.05M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
62.8K+ 130850.0% |
$1.5M - $1.62M
|
62.9K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-116K- 83.49% |
$2.76M - $3M
|
22.9K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6+ 0.07% |
$143 - $155
|
8.94K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.15KNew |
$27.3K - $29.6K
|
1.15K
$29.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.75K- 22.02% |
$65.5K - $71.1K
|
9.74K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700+ 34.2% |
$16.7K - $18.1K
|
2.75K
$70.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.3K+ 7.27% |
$2.32M - $2.52M
|
1.44M
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-161- 0.15% |
$3.84K - $4.16K
|
104K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.67K- 1.76% |
$39.9K - $43.2K
|
93.7K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
17.3K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$38.3K - $41.6K
|
64.1K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
7New |
$167 - $181
|
7
$181
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.2K+ 8.12% |
$863K - $937K
|
483K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
412+ 2.56% |
$9.81K - $10.6K
|
16.5K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.3K- 22.27% |
$602K - $653K
|
88.2K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
21.3KNew |
$507K - $550K
|
21.3K
$549K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.2K+ 42.28% |
$99.9K - $108K
|
14.1K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-287K- 3.27% |
$6.85M - $7.43M
|
8.49M
$219M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
272K+ 720.53% |
$6.48M - $7.03M
|
310K
$8M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.34K+ 3.07% |
$31.9K - $34.6K
|
45K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
897+ 0.84% |
$21.4K - $23.2K
|
108K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16.2K+ 1.84% |
$387K - $419K
|
898K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.04K- 18.75% |
$120K - $130K
|
21.8K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.26K- 0.52% |
$102K - $110K
|
810K
$20.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-210- 0.27% |
$5K - $5.43K
|
77K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
76+ 0.53% |
$1.81K - $1.96K
|
14.4K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.97K- 6.25% |
$190K - $206K
|
119K
$3.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
548+ 4.31% |
$13.1K - $14.2K
|
13.3K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.01% |
$23.8 - $25.8
|
18.5K
$477K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-8.75K- 36.9% |
$208K - $226K
|
15K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 48.23% |
$286K - $310K
|
36.9K
$952K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.55K- 2.6% |
$36.8K - $40K
|
57.8K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.03K+ 2.36% |
$72.1K - $78.2K
|
131K
$3.38M
|
|