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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.77M- 69.31% |
$145M - $153M
|
2.55M
$65.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-884KClosed |
$22.3M - $23.4M
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-731K- 8.65% |
$18.4M - $19.3M
|
7.73M
$199M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-40.6K- 16.76% |
$1.02M - $1.07M
|
202K
$5.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-26K- 5.75% |
$655K - $688K
|
426K
$11M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-23.4K- 24.77% |
$589K - $619K
|
71K
$1.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-23K- 7.31% |
$579K - $608K
|
291K
$7.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.07% |
$402K - $422K
|
298K
$7.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-15.4K- 4.8% |
$389K - $409K
|
307K
$7.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13.5K- 1.8% |
$340K - $357K
|
737K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.3K- 2.51% |
$334K - $351K
|
515K
$13.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-12.6K- 2.3% |
$317K - $333K
|
534K
$13.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-9.75K- 8.07% |
$246K - $258K
|
111K
$2.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.21K- 3.64% |
$182K - $191K
|
191K
$4.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
SELL
|
- |
-7.2K- 10.43% |
$181K - $190K
|
61.8K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.61K- 0.49% |
$167K - $175K
|
1.33M
$34.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.35K- 27.45% |
$160K - $168K
|
16.8K
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.81K- 28.54% |
$146K - $154K
|
14.6K
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.51K- 33.88% |
$139K - $146K
|
10.8K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.47K- 20.14% |
$138K - $145K
|
21.7K
$560K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.89K- 16.21% |
$123K - $129K
|
25.3K
$652K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 13.75% |
$120K - $126K
|
30K
$774K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.68K- 5.82% |
$118K - $124K
|
75.7K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.46K- 1.28% |
$112K - $118K
|
343K
$8.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4.37K- 0.97% |
$110K - $116K
|
448K
$11.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.27K- 1.67% |
$108K - $113K
|
252K
$6.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-4.13K- 0.86% |
$104K - $109K
|
476K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.24K- 1.07% |
$81.6K - $85.7K
|
301K
$7.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 2.27% |
$79.8K - $83.8K
|
136K
$3.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.51K- 1.2% |
$63.3K - $66.4K
|
207K
$5.35M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.44K- 2.31% |
$61.6K - $64.7K
|
103K
$2.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.44K- 2.71% |
$61.4K - $64.4K
|
87.3K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.37K- 21.14% |
$59.7K - $62.7K
|
8.85K
$228K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 9.33% |
$59.4K - $62.4K
|
22.9K
$591K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.13K- 4.37% |
$53.7K - $56.4K
|
46.7K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.13K- 0.25% |
$53.7K - $56.3K
|
846K
$21.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.1K- 6.96% |
$52.9K - $55.5K
|
28K
$724K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 3.52% |
$48.5K - $50.9K
|
52.7K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.89K- 9.88% |
$47.5K - $49.9K
|
17.2K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.83K- 3.49% |
$46.1K - $48.4K
|
50.6K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.77K- 6.29% |
$44.6K - $46.8K
|
26.4K
$681K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.63K- 0.72% |
$41K - $43.1K
|
223K
$5.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 6.42% |
$37.7K - $39.6K
|
21.8K
$563K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.46K- 1.5% |
$36.8K - $38.6K
|
95.7K
$2.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 0.92% |
$33K - $34.7K
|
141K
$3.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.18K- 1.21% |
$29.6K - $31.1K
|
96.4K
$2.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.17K- 8.68% |
$29.4K - $30.8K
|
12.3K
$316K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.14K- 0.73% |
$28.6K - $30K
|
155K
$4.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.13K- 1.31% |
$28.6K - $30K
|
85.3K
$2.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-1.12K- 2.11% |
$28.2K - $29.7K
|
52K
$1.34M
|
|