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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4M- 69.22% |
$84.9M - $95M
|
1.78M
$36M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-194K- 7.06% |
$4.13M - $4.62M
|
2.56M
$51.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-75.3K- 67.61% |
$1.6M - $1.79M
|
36.1K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-72.8K- 9.73% |
$1.54M - $1.73M
|
675K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-52.1K- 31.38% |
$1.11M - $1.24M
|
114K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.6K- 20.21% |
$947K - $1.06M
|
176K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-44.4K- 4.01% |
$942K - $1.05M
|
1.06M
$21.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43.8K- 2.97% |
$930K - $1.04M
|
1.43M
$29M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-35.3K- 3.45% |
$750K - $839K
|
987K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$29.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-25.7K- 6.65% |
$547K - $611K
|
361K
$7.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-21.5K- 27.66% |
$456K - $510K
|
56.1K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19K- 2.58% |
$404K - $451K
|
719K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-18.5K- 2.8% |
$393K - $439K
|
641K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-17K- 18.5% |
$361K - $404K
|
75K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.9K- 2.68% |
$316K - $354K
|
541K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.2K- 1.78% |
$302K - $338K
|
786K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.9K- 7.74% |
$231K - $259K
|
130K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.14% |
$229K - $256K
|
107K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 4.21% |
$223K - $249K
|
239K
$4.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 30.84% |
$215K - $241K
|
22.7K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.95K- 5.77% |
$211K - $236K
|
162K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-9.14K- 21.14% |
$194K - $217K
|
34.1K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.97K- 44.05% |
$169K - $189K
|
10.1K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.75K- 4.12% |
$165K - $184K
|
181K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.58K- 5.72% |
$161K - $180K
|
125K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-7.44K- 0.7% |
$158K - $177K
|
1.05M
$21.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.38K- 5.12% |
$157K - $175K
|
137K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.26K- 15.43% |
$154K - $172K
|
39.8K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.15K- 21.86% |
$152K - $170K
|
25.6K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.77K- 4.99% |
$144K - $161K
|
129K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.12K- 3.9% |
$130K - $145K
|
151K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5.96K- 2.61% |
$127K - $142K
|
223K
$4.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.62K- 5.09% |
$119K - $134K
|
105K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.54K- 2.51% |
$118K - $132K
|
215K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5.17K- 0.59% |
$110K - $123K
|
867K
$17.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.95K- 0.57% |
$105K - $118K
|
862K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.55K- 3.56% |
$96.7K - $108K
|
123K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.96K- 22.38% |
$84K - $93.9K
|
13.7K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.89K- 4.26% |
$82.5K - $92.3K
|
87.4K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.81K- 1.28% |
$80.9K - $90.5K
|
295K
$5.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.73K- 3.06% |
$79.1K - $88.5K
|
118K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.69K- 12.48% |
$78.3K - $87.6K
|
25.9K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 4.16% |
$78.3K - $87.6K
|
84.9K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.61K- 0.87% |
$76.7K - $85.8K
|
411K
$8.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.16K- 2.96% |
$67K - $75K
|
103K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 13.29% |
$60.7K - $67.9K
|
18.7K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.7K- 2.57% |
$57.2K - $64K
|
102K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.66K- 2.45% |
$56.6K - $63.3K
|
106K
$2.15M
|