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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 4.69% |
$445K - $483K
|
380K
$9.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.5K- 8.17% |
$441K - $479K
|
208K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 18.75% |
$439K - $476K
|
79.8K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-18.2K- 35.63% |
$434K - $470K
|
32.9K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-17.5K- 6.51% |
$417K - $452K
|
251K
$6.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-17.5K- 5.36% |
$416K - $451K
|
308K
$7.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17K- 12.33% |
$405K - $439K
|
121K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16.7K- 44.98% |
$397K - $430K
|
20.4K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-16.5K- 0.6% |
$393K - $426K
|
2.72M
$70.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16.3K- 13.43% |
$389K - $422K
|
105K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.9K- 59.39% |
$379K - $411K
|
10.9K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.3K- 41.56% |
$365K - $396K
|
21.5K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.2K- 7.18% |
$361K - $391K
|
196K
$5.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-15K- 4.39% |
$358K - $388K
|
327K
$8.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14.4K- 82.4% |
$343K - $372K
|
3.08K
$79.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.3K- 7.1% |
$342K - $371K
|
188K
$4.85M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 2.78% |
$342K - $371K
|
502K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.2K- 2.67% |
$338K - $367K
|
518K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14K- 58.37% |
$333K - $361K
|
9.98K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13.7K- 48.86% |
$326K - $353K
|
14.3K
$369K
|
|
|
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
|
|
|
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 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
|
|