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 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.32% |
$95.3 - $103
|
1.26K
$32.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-570- 0.36% |
$13.6K - $14.7K
|
159K
$4.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
961+ 0.65% |
$22.9K - $24.8K
|
149K
$3.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-132K- 8.73% |
$3.15M - $3.42M
|
1.38M
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-996- 1.58% |
$23.7K - $25.7K
|
62K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-53- 0.2% |
$1.26K - $1.37K
|
26.9K
$695K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-150- 0.88% |
$3.57K - $3.88K
|
16.8K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 16.24% |
$4.71M - $5.11M
|
1.41M
$36.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.3K- 8.69% |
$935K - $1.01M
|
412K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
634+ 0.44% |
$15.1K - $16.4K
|
145K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.1KNew |
$1.03M - $1.11M
|
43.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.27% |
$738 - $801
|
11.6K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-4- 0.04% |
$95.3 - $103
|
8.91K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.2K- 2.23% |
$552K - $599K
|
1.02M
$26.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.08K+ 1.21% |
$25.8K - $28K
|
90.8K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.91K+ 60.53% |
$188K - $204K
|
21K
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
746New |
$17.8K - $19.3K
|
746
$19.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.9K+ 626.35% |
$1.05M - $1.13M
|
50.9K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
277+ 1.84% |
$6.6K - $7.16K
|
15.3K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
40.7KNew |
$969K - $1.05M
|
40.7K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.12KNew |
$217K - $236K
|
9.12K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.7K+ 7.94% |
$183K - $199K
|
105K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.28K- 0.81% |
$30.4K - $32.9K
|
157K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92.8K+ 9.22% |
$2.21M - $2.4M
|
1.1M
$28.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
3New |
$71.5 - $77.5
|
3
$77.5
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
82.5K+ 14.53% |
$1.97M - $2.13M
|
651K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
23.2K+ 0.87% |
$552K - $599K
|
2.69M
$69.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
481+ 0.16% |
$11.5K - $12.4K
|
299K
$7.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-7.94K- 47.11% |
$189K - $205K
|
8.91K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.68K- 8.27% |
$40K - $43.4K
|
18.6K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.77K+ 1.39% |
$209K - $226K
|
638K
$16.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8+ 0.04% |
$191 - $207
|
19.2K
$496K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
225+ 0.05% |
$5.36K - $5.81K
|
413K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.6K+ 3.18% |
$276K - $299K
|
376K
$9.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.4K+ 1.94% |
$57.2K - $62.1K
|
126K
$3.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.11K- 11.34% |
$26.5K - $28.7K
|
8.69K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 0.04% |
$977 - $1.06K
|
95.3K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-38- 0.07% |
$905 - $982
|
51.4K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-2.21K- 1.14% |
$52.7K - $57.1K
|
191K
$4.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.03K+ 11.47% |
$24.6K - $26.7K
|
10K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-428- 2.46% |
$10.2K - $11.1K
|
17K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-826- 1.26% |
$19.7K - $21.3K
|
64.7K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
47.2K+ 40.92% |
$1.12M - $1.22M
|
162K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.32K+ 37.84% |
$174K - $189K
|
26.6K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-308- 0.24% |
$7.34K - $7.96K
|
129K
$3.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
149K+ 2.5% |
$3.55M - $3.85M
|
6.1M
$158M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.56K- 10.24% |
$156K - $169K
|
57.5K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.46K- 17.89% |
$106K - $115K
|
20.5K
$528K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
359+ 0.91% |
$8.55K - $9.28K
|
39.7K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
140+ 0.29% |
$3.33K - $3.62K
|
48.6K
$1.25M
|
|