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 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-439- 1.55% |
$11.1K - $11.6K
|
27.9K
$722K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-274- 2.44% |
$6.9K - $7.25K
|
10.9K
$282K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-250- 0.32% |
$6.3K - $6.62K
|
77.1K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-243- 0.7% |
$6.12K - $6.43K
|
34.7K
$896K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-238- 0.87% |
$6K - $6.3K
|
27K
$697K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.01% |
$5.04K - $5.29K
|
19.6K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-175- 1.38% |
$4.41K - $4.63K
|
12.5K
$323K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-138- 0.27% |
$3.48K - $3.65K
|
50.6K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
SELL
|
- |
-124- 1.39% |
$3.12K - $3.28K
|
8.8K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-118- 1.06% |
$2.97K - $3.12K
|
11.1K
$286K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-116- 0.21% |
$2.92K - $3.07K
|
54.7K
$1.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-113- 0.08% |
$2.85K - $2.99K
|
135K
$3.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-111- 0.28% |
$2.8K - $2.94K
|
39.7K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-108- 0.77% |
$2.72K - $2.86K
|
13.9K
$358K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-96- 0.23% |
$2.42K - $2.54K
|
42K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-87- 0.63% |
$2.19K - $2.3K
|
13.8K
$356K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-61- 0.17% |
$1.54K - $1.61K
|
36.3K
$939K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-43- 0.02% |
$1.08K - $1.14K
|
190K
$4.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16- 47.06% |
$403 - $423
|
18
$465
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$227 - $238
|
17K
$439K
|
|
| Q3 2025 | |||||||
|
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
|
|