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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.52K+ 0.82% |
$155K - $168K
|
805K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.72K- 25.46% |
$112K - $122K
|
13.8K
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.43K+ 3.7% |
$33.9K - $36.8K
|
39.9K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 7.88% |
$47.6K - $51.7K
|
23.4K
$603K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 0.03% |
$476 - $517
|
64K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.48K- 67.42% |
$202K - $219K
|
4.1K
$106K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.2K- 2.49% |
$506K - $549K
|
831K
$21.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.6K- 0.99% |
$38.1K - $41.3K
|
160K
$4.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-8.23K- 1.08% |
$196K - $213K
|
753K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.06KNew |
$192K - $208K
|
8.06K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.13KNew |
$194K - $210K
|
8.13K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
165+ 0.1% |
$3.93K - $4.26K
|
170K
$4.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-12.1K- 4.66% |
$289K - $313K
|
248K
$6.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-498K- 20.47% |
$11.9M - $12.9M
|
1.94M
$50M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
24.5K+ 4.22% |
$583K - $633K
|
605K
$15.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
7.97KNew |
$190K - $206K
|
7.97K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
13KNew |
$310K - $337K
|
13K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
153+ 1.75% |
$3.64K - $3.95K
|
8.91K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
9+ 0.03% |
$214 - $233
|
34.1K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-69.5K- 7.82% |
$1.66M - $1.8M
|
819K
$21.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 0.5% |
$921K - $999K
|
7.78M
$201M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
27+ 0.29% |
$643 - $698
|
9.34K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.26K- 0.64% |
$29.9K - $32.5K
|
196K
$5.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
52+ 0.29% |
$1.24K - $1.34K
|
18K
$465K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
250+ 1.54% |
$5.96K - $6.46K
|
16.5K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
168+ 0.58% |
$4K - $4.34K
|
29.3K
$757K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-89.7K- 74.86% |
$2.14M - $2.32M
|
30.1K
$778K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
34.8K+ 7.22% |
$830K - $900K
|
518K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
23.2K+ 15.93% |
$551K - $598K
|
169K
$4.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
47+ 0.24% |
$1.12K - $1.21K
|
19.8K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
8.01K+ 3.25% |
$191K - $207K
|
254K
$6.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.18% |
$1.69K - $1.83K
|
40.1K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.02% |
$286 - $310
|
48.1K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-253- 0.33% |
$6.03K - $6.54K
|
77.3K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
32.1K+ 5.91% |
$765K - $830K
|
576K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
7.8KNew |
$186K - $202K
|
7.8K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$881 - $956
|
14.2K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
95+ 0.29% |
$2.26K - $2.45K
|
33K
$853K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.14% |
$47.6 - $51.7
|
1.43K
$37K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.29% |
$28.2K - $30.6K
|
413K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-170- 1.09% |
$4.05K - $4.39K
|
15.4K
$397K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-750- 2.34% |
$17.9K - $19.4K
|
31.3K
$807K
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
10.6K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-2.79K- 20.99% |
$66.5K - $72.1K
|
10.5K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-33.2K- 18.85% |
$792K - $859K
|
143K
$3.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$242K - $263K
|
10.2K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
109+ 0.45% |
$2.6K - $2.82K
|
24.5K
$631K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.61K- 5.04% |
$38.3K - $41.5K
|
30.3K
$781K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$23.8 - $25.8
|
11.6K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.3K+ 4.12% |
$30.9K - $33.5K
|
32.7K
$845K
|
|