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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.4K- 20.88% |
$1.12M - $1.39M
|
221K
$5.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 48.38% |
$1.1M - $1.37M
|
61.4K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22.8K- 13.7% |
$435K - $542K
|
143K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-19.4K- 5.58% |
$370K - $461K
|
328K
$8.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.4K- 25.4% |
$217K - $271K
|
33.4K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-9K- 23.08% |
$172K - $214K
|
30K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.81K- 27.35% |
$111K - $138K
|
15.4K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.36K- 5.94% |
$102K - $128K
|
84.8K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.3K- 21.82% |
$101K - $126K
|
19K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.85K- 31.11% |
$92.6K - $116K
|
10.7K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.92K- 25.53% |
$74.9K - $93.4K
|
11.4K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-3.89K- 9.53% |
$74.2K - $92.6K
|
36.9K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.53K- 0.6% |
$67.4K - $84.1K
|
583K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.17K- 26.19% |
$60.5K - $75.5K
|
8.93K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49K- 15.48% |
$47.6K - $59.4K
|
13.6K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.38K- 13.03% |
$45.5K - $56.8K
|
15.9K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$935K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.16K- 1.16% |
$41.3K - $51.6K
|
185K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.95K- 4.67% |
$37.2K - $46.5K
|
39.8K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.8K- 1.72% |
$34.4K - $42.9K
|
103K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.75K- 8.98% |
$33.5K - $41.8K
|
17.8K
$458K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43K- 70.44% |
$27.3K - $34.1K
|
600
$15.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 3.39% |
$26.7K - $33.4K
|
39.8K
$1.03M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.35K- 5.26% |
$25.7K - $32.1K
|
24.3K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.27K- 7.07% |
$24.3K - $30.3K
|
16.7K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 4.53% |
$22.1K - $27.6K
|
24.4K
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.15K- 9.68% |
$21.9K - $27.4K
|
10.7K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 10.31% |
$20.1K - $25K
|
9.14K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-645- 3.34% |
$12.3K - $15.4K
|
18.7K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-612- 4.76% |
$11.7K - $14.6K
|
12.2K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-500- 0.64% |
$9.55K - $11.9K
|
77.4K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-445- 1.94% |
$8.5K - $10.6K
|
22.5K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-400- 2.63% |
$7.64K - $9.53K
|
14.8K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.61% |
$6.65K - $8.29K
|
13K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-265- 15.92% |
$5.06K - $6.31K
|
1.4K
$36.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-221- 24.94% |
$4.22K - $5.27K
|
665
$17.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-220- 8.15% |
$4.2K - $5.24K
|
2.48K
$64K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-153- 0.18% |
$2.92K - $3.65K
|
85.6K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-97- 1.01% |
$1.85K - $2.31K
|
9.46K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-90- 0.07% |
$1.72K - $2.14K
|
129K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-75- 0.31% |
$1.43K - $1.79K
|
24.1K
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.02% |
$821 - $1.02K
|
197K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 16.11% |
$554 - $691
|
151
$3.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-22- 0.03% |
$420 - $524
|
73.7K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-11- 20.37% |
$210 - $262
|
43
$1.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-11- 20.37% |
$210 - $262
|
43
$1.11K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 37.94% |
$2.27M - $2.54M
|
175K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-51.9K- 0.87% |
$1.1M - $1.23M
|
5.91M
$153M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51.2K- 85.89% |
$1.09M - $1.22M
|
8.41K
$217K
|
|