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 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.9K+ 2.65% |
$69.1K - $74.9K
|
112K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.95K+ 0.32% |
$118K - $128K
|
1.54M
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.14% |
$47.6 - $51.7
|
1.46K
$37.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.06KNew |
$25.3K - $27.4K
|
1.06K
$27.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7- 0.01% |
$167 - $181
|
75.8K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 0.17% |
$6.07K - $6.59K
|
155K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.51K- 8.31% |
$179K - $194K
|
82.8K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
48+ 0.7% |
$1.14K - $1.24K
|
6.93K
$179K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-785- 4.79% |
$18.7K - $20.3K
|
15.6K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.26% |
$23.8 - $25.8
|
386
$9.97K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-876- 1.14% |
$20.9K - $22.6K
|
75.9K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
378New |
$9K - $9.77K
|
378
$9.76K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.8K+ 2.02% |
$1.14M - $1.24M
|
2.42M
$62.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
643+ 5.08% |
$15.3K - $16.6K
|
13.3K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 7.85% |
$29.6K - $32.1K
|
17.1K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
109+ 0.61% |
$2.6K - $2.82K
|
17.9K
$462K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 6.12% |
$1.93M - $2.09M
|
1.4M
$36.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-1.12K- 0.7% |
$26.6K - $28.9K
|
158K
$4.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67K- 87.13% |
$1.6M - $1.73M
|
9.9K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
144+ 0.42% |
$3.43K - $3.72K
|
34.7K
$897K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-222- 0.92% |
$5.29K - $5.74K
|
23.8K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-323K- 1.92% |
$7.7M - $8.35M
|
16.5M
$426M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 0.01% |
$214 - $233
|
127K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-22.3K- 3.37% |
$531K - $576K
|
640K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
59.1K+ 18.16% |
$1.41M - $1.53M
|
384K
$9.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
67+ 0.2% |
$1.6K - $1.73K
|
33.2K
$857K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.5K- 0.19% |
$559K - $607K
|
12.2M
$315M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.57K- 3.72% |
$37.3K - $40.5K
|
40.5K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23+ 0.02% |
$548 - $594
|
152K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
13.9K+ 4.38% |
$331K - $359K
|
331K
$8.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-4.12K- 23.36% |
$98.1K - $106K
|
13.5K
$349K
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
60.5K+ 6.16% |
$1.44M - $1.56M
|
1.04M
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.1K+ 0.46% |
$26.3K - $28.5K
|
242K
$6.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
388+ 0.39% |
$9.24K - $10K
|
100K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$473K - $513K
|
19.9K
$513K
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12.1K+ 0.78% |
$289K - $313K
|
1.57M
$40.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.43K+ 1.77% |
$57.8K - $62.7K
|
139K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
8.32KNew |
$198K - $215K
|
8.32K
$215K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-4K- 9.53% |
$95.2K - $103K
|
37.9K
$979K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.94M- 84.57% |
$46.1M - $50M
|
353K
$9.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.1K+ 117.14% |
$407K - $442K
|
31.7K
$818K
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
42+ 0.24% |
$1K - $1.09K
|
17.6K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.58K+ 0.16% |
$37.6K - $40.8K
|
1M
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415K+ 211.76% |
$9.89M - $10.7M
|
611K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-111K- 4.07% |
$2.64M - $2.86M
|
2.61M
$67.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
725K+ 415.46% |
$17.3M - $18.7M
|
900K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
33.5KNew |
$798K - $866K
|
33.5K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.87K+ 2.64% |
$68.3K - $74.1K
|
112K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
52.2KNew |
$1.24M - $1.35M
|
52.2K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
470+ 39.17% |
$11.2K - $12.1K
|
1.67K
$43.1K
|
|