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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
593+ 0.55% |
$14.1K - $15.3K
|
108K
$2.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.56K- 1.29% |
$37.2K - $40.4K
|
120K
$3.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 11.02% |
$2.88M - $3.12M
|
1.22M
$31.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.8K- 76.14% |
$42.9K - $46.5K
|
564
$14.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.73K- 2.51% |
$41.2K - $44.7K
|
67K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 2.91% |
$27.2K - $29.5K
|
40.3K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-493- 3.77% |
$11.7K - $12.7K
|
12.6K
$325K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.4K+ 2.27% |
$33.4K - $36.2K
|
63.2K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.16% |
$453 - $491
|
11.9K
$307K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27.7K+ 2266.56% |
$660K - $716K
|
28.9K
$747K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 0.12% |
$1.02K - $1.11K
|
35.8K
$924K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.37K+ 8.31% |
$56.5K - $61.3K
|
31K
$799K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-537- 0.3% |
$12.8K - $13.9K
|
179K
$4.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-15K- 4.39% |
$358K - $388K
|
327K
$8.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.23K+ 0.64% |
$29.4K - $31.9K
|
193K
$4.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.07K- 4.54% |
$216K - $234K
|
191K
$4.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.24K- 3.2% |
$125K - $135K
|
159K
$4.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
147+ 0.7% |
$3.5K - $3.8K
|
21.2K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.2K- 2.55% |
$124K - $134K
|
198K
$5.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-721- 5.67% |
$17.2K - $18.6K
|
12K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-205- 0.21% |
$4.88K - $5.3K
|
96.6K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 11.92% |
$469K - $509K
|
185K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
10.2KNew |
$243K - $263K
|
10.2K
$263K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 3.51% |
$71.6K - $77.6K
|
82.7K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.41K+ 24.69% |
$105K - $114K
|
22.3K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 87.6% |
$2.5M - $2.72M
|
225K
$5.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-740- 2.01% |
$17.6K - $19.1K
|
36.1K
$931K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.19K- 1.28% |
$76K - $82.5K
|
247K
$6.38M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
75New |
$1.79K - $1.94K
|
75
$1.94K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-8.6K- 6.53% |
$205K - $222K
|
123K
$3.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-37- 1.14% |
$881 - $956
|
3.22K
$83.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.9K+ 6.02% |
$117K - $127K
|
86.3K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.26M- 2.24% |
$30.1M - $32.6M
|
55.1M
$1.42B
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71.6K+ 18.48% |
$1.7M - $1.85M
|
459K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$273K - $296K
|
11.5K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
153+ 24.4% |
$3.64K - $3.95K
|
780
$20.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
608+ 2.47% |
$14.5K - $15.7K
|
25.2K
$652K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.16% |
$33.3K - $36.2K
|
63.5K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.33KNew |
$198K - $215K
|
8.33K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.8KNew |
$305K - $331K
|
12.8K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-567- 1.67% |
$13.5K - $14.7K
|
33.4K
$863K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.04K+ 15.15% |
$144K - $156K
|
45.9K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.42K- 0.11% |
$57.7K - $62.6K
|
2.2M
$56.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
384+ 1.54% |
$9.15K - $9.92K
|
25.3K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.7K+ 2.33% |
$231K - $251K
|
426K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.6K- 4.75% |
$252K - $273K
|
212K
$5.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-10.4K- 15.69% |
$247K - $268K
|
55.8K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-19.5K- 13.03% |
$465K - $504K
|
130K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.28K+ 3.67% |
$197K - $214K
|
234K
$6.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-4.71K- 0.9% |
$112K - $122K
|
520K
$13.4M
|
|