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 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-21.3K- 3.9% |
$506K - $549K
|
525K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
14.2KNew |
$337K - $366K
|
14.2K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$47.6 - $51.7
|
25.9K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-375- 0.79% |
$8.93K - $9.69K
|
47K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
253K+ 1614.27% |
$6.03M - $6.55M
|
269K
$6.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.13% |
$524 - $568
|
16.5K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
91+ 0.13% |
$2.17K - $2.35K
|
72.9K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 4.93% |
$349K - $379K
|
312K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-54- 0.07% |
$1.29K - $1.4K
|
79.7K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16KNew |
$382K - $415K
|
16K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-2.68K- 3.86% |
$63.9K - $69.3K
|
66.8K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
90+ 0.29% |
$2.14K - $2.33K
|
31.2K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-862- 8.01% |
$20.5K - $22.3K
|
9.9K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.23M+ 422.67% |
$29.3M - $31.7M
|
1.52M
$39.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.3K- 4.53% |
$1.48M - $1.61M
|
1.31M
$33.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
9.08K+ 3.53% |
$216K - $235K
|
266K
$6.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-247- 2.75% |
$5.88K - $6.38K
|
8.73K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.69K- 1.97% |
$40.2K - $43.6K
|
84.1K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.4K+ 2.79% |
$343K - $372K
|
530K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.9K+ 87.16% |
$664K - $721K
|
59.9K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 0.1% |
$1.43K - $1.55K
|
60.7K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.2K- 8.44% |
$100K - $109K
|
45.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14K- 58.37% |
$333K - $361K
|
9.98K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.74K+ 10.16% |
$65.2K - $70.7K
|
29.7K
$766K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.99K- 0.49% |
$95.1K - $103K
|
818K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
90+ 0.22% |
$2.14K - $2.33K
|
41.8K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.2K- 0.2% |
$76.3K - $82.8K
|
1.64M
$42.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-950- 6.76% |
$22.6K - $24.5K
|
13.1K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.7K- 78.72% |
$88.1K - $95.6K
|
1K
$25.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.3K+ 8.38% |
$1.84M - $2M
|
999K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.79K- 5.04% |
$114K - $124K
|
90.2K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
273+ 2.52% |
$6.5K - $7.05K
|
11.1K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.84K+ 59.15% |
$139K - $151K
|
15.7K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 154.83% |
$271K - $294K
|
18.7K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.4K+ 15.21% |
$105K - $114K
|
33.3K
$860K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.9K- 1.36% |
$117K - $127K
|
354K
$9.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 0.98% |
$881 - $956
|
3.76K
$97K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10KNew |
$238K - $259K
|
10K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-935- 2.29% |
$22.3K - $24.2K
|
39.8K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-476- 0.15% |
$11.3K - $12.3K
|
313K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
35+ 0.08% |
$834 - $904
|
42.2K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8K+ 10.67% |
$471K - $511K
|
205K
$5.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
955+ 0.45% |
$22.7K - $24.7K
|
215K
$5.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.29% |
$262 - $284
|
3.86K
$99.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-128K- 53.83% |
$3.06M - $3.31M
|
110K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.4K+ 2.59% |
$1.7M - $1.84M
|
2.83M
$73.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10.7KNew |
$255K - $276K
|
10.7K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
148+ 0.17% |
$3.53K - $3.82K
|
87K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.2K- 20.91% |
$1.08M - $1.17M
|
171K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.16K- 2.37% |
$51.5K - $55.8K
|
89K
$2.3M
|
|