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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 10.46% |
$320K - $347K
|
115K
$2.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.1K- 4.86% |
$312K - $339K
|
256K
$6.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13.1KClosed |
$311K - $337K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12.9K- 1.1% |
$307K - $333K
|
1.16M
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-12.9K- 6.35% |
$307K - $333K
|
190K
$4.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 7.74% |
$301K - $326K
|
151K
$3.89M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 2.77% |
$295K - $320K
|
436K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.3K- 2.66% |
$294K - $319K
|
452K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.3K- 10.85% |
$294K - $319K
|
101K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-12.1K- 4.66% |
$289K - $313K
|
248K
$6.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 57.88% |
$284K - $308K
|
8.67K
$224K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-11.8K- 2.32% |
$281K - $305K
|
497K
$12.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.4K- 2.65% |
$271K - $294K
|
417K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.4K- 2.65% |
$271K - $294K
|
417K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-11.3K- 2.37% |
$270K - $293K
|
467K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.1K- 2.66% |
$263K - $286K
|
404K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11K- 1.44% |
$261K - $283K
|
750K
$19.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-10.8K- 2.31% |
$258K - $280K
|
459K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.8K- 2.08% |
$258K - $280K
|
509K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 1.23% |
$254K - $275K
|
853K
$22M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.6K- 4.75% |
$252K - $273K
|
212K
$5.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-10.4K- 15.69% |
$247K - $268K
|
55.8K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-10.4K- 42.5% |
$247K - $268K
|
14K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 0.32% |
$242K - $263K
|
3.2M
$82.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 12.37% |
$239K - $259K
|
71K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.97K- 7.34% |
$237K - $258K
|
126K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.82K- 2.55% |
$234K - $254K
|
376K
$9.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.69K- 2.99% |
$231K - $250K
|
314K
$8.11M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.51K- 4.68% |
$227K - $246K
|
194K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-9.45K- 4.63% |
$225K - $244K
|
195K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-9.39K- 2.08% |
$224K - $243K
|
442K
$11.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.36K- 0.28% |
$223K - $242K
|
3.39M
$87.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.32K- 26.04% |
$222K - $241K
|
26.5K
$683K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.07K- 4.54% |
$216K - $234K
|
191K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-8.99K- 6.05% |
$214K - $232K
|
140K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-8.75K- 36.9% |
$208K - $226K
|
15K
$386K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8.74K- 1.56% |
$208K - $226K
|
551K
$14.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.68K- 10.1% |
$207K - $224K
|
77.3K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.61K- 2.59% |
$205K - $222K
|
324K
$8.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-8.6K- 6.53% |
$205K - $222K
|
123K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8.49K- 7.07% |
$202K - $219K
|
112K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.48K- 28.04% |
$202K - $219K
|
21.8K
$562K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.48K- 67.42% |
$202K - $219K
|
4.1K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.34K- 3.38% |
$199K - $216K
|
238K
$6.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-8.23K- 1.08% |
$196K - $213K
|
753K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.97K- 6.25% |
$190K - $206K
|
119K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-7.94K- 47.11% |
$189K - $205K
|
8.91K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-7.72K- 4.65% |
$184K - $199K
|
158K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.61K- 7.78% |
$181K - $197K
|
90.2K
$2.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.59K- 77.85% |
$181K - $196K
|
2.16K
$55.8K
|
|