Latest Institutional Sells of Schwab Strategic Tr Us Broad M (SCHB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-63.7M- 98.4% |
$1.52B - $1.65B
|
1.04M
$26.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-9.22M- 99.8% |
$220M - $238M
|
18.1K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.94M- 84.57% |
$46.1M - $50M
|
353K
$9.12M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.57M- 99.19% |
$37.4M - $40.6M
|
12.8K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.26M- 2.24% |
$30.1M - $32.6M
|
55.1M
$1.42B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-901K- 50.93% |
$21.5M - $23.3M
|
868K
$22.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-498K- 20.47% |
$11.9M - $12.9M
|
1.94M
$50M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-323K- 1.92% |
$7.7M - $8.35M
|
16.5M
$426M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-300K- 19.53% |
$7.15M - $7.76M
|
1.24M
$31.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-287K- 3.27% |
$6.85M - $7.43M
|
8.49M
$219M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-263K- 4.82% |
$6.27M - $6.81M
|
5.2M
$134M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-209K- 96.05% |
$4.98M - $5.4M
|
8.61K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-193K- 37.29% |
$4.59M - $4.98M
|
324K
$8.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155K- 4.19% |
$3.69M - $4M
|
3.54M
$91.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-154K- 45.57% |
$3.67M - $3.98M
|
184K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-151K- 93.9% |
$3.61M - $3.91M
|
9.84K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-149K- 19.93% |
$3.54M - $3.84M
|
597K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-143K- 4.99% |
$3.41M - $3.7M
|
2.73M
$70.4M
|
|
|
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 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-128K- 53.83% |
$3.06M - $3.31M
|
110K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-116K- 83.49% |
$2.76M - $3M
|
22.9K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 3.48% |
$2.7M - $2.93M
|
3.14M
$81M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-111K- 4.07% |
$2.64M - $2.86M
|
2.61M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-90.5K- 44.2% |
$2.16M - $2.34M
|
114K
$2.95M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-89.7K- 74.86% |
$2.14M - $2.32M
|
30.1K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-79.9K- 52.64% |
$1.9M - $2.06M
|
71.9K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-78.6K- 2.23% |
$1.87M - $2.03M
|
3.45M
$89.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.8K- 7.2% |
$1.85M - $2.01M
|
1M
$25.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-77.7K- 1.59% |
$1.85M - $2.01M
|
4.81M
$124M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-76.4K- 75.96% |
$1.82M - $1.97M
|
24.2K
$624K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72.1K- 19.52% |
$1.72M - $1.86M
|
297K
$7.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-69.5K- 7.82% |
$1.66M - $1.8M
|
819K
$21.1M
|
|
|
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 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-66.9K- 4.41% |
$1.59M - $1.73M
|
1.45M
$37.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-62.8K- 4.89% |
$1.5M - $1.62M
|
1.22M
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.3K- 4.53% |
$1.48M - $1.61M
|
1.31M
$33.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-61K- 4.16% |
$1.45M - $1.58M
|
1.4M
$36.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56.2K- 9.61% |
$1.34M - $1.45M
|
529K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55.1K- 13.09% |
$1.31M - $1.42M
|
366K
$9.45M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-48.9K- 5.22% |
$1.16M - $1.26M
|
887K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.2K- 20.91% |
$1.08M - $1.17M
|
171K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-41.5K- 16.61% |
$989K - $1.07M
|
208K
$5.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.3K- 6.77% |
$960K - $1.04M
|
556K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39.5K- 59.77% |
$940K - $1.02M
|
26.6K
$686K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.3K- 8.69% |
$935K - $1.01M
|
412K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 5.58% |
$915K - $992K
|
650K
$16.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-38.3K- 30.33% |
$913K - $990K
|
88K
$2.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.4K- 2.58% |
$844K - $915K
|
1.34M
$34.6M
|
|