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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72.1K- 19.52% |
$1.72M - $1.86M
|
297K
$7.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-69.5K- 7.82% |
$1.66M - $1.8M
|
819K
$21.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67K- 87.13% |
$1.6M - $1.73M
|
9.9K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-62.8K- 4.89% |
$1.5M - $1.62M
|
1.22M
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.3K- 4.53% |
$1.48M - $1.61M
|
1.31M
$33.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-61K- 4.16% |
$1.45M - $1.58M
|
1.4M
$36.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55.1K- 13.09% |
$1.31M - $1.42M
|
366K
$9.45M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-48.9K- 5.22% |
$1.16M - $1.26M
|
887K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-45.2K- 20.91% |
$1.08M - $1.17M
|
171K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-41.5K- 16.61% |
$989K - $1.07M
|
208K
$5.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.3K- 8.69% |
$935K - $1.01M
|
412K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-38.3K- 30.33% |
$913K - $990K
|
88K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34.9K- 1.07% |
$832K - $902K
|
3.24M
$83.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.3K- 3.09% |
$818K - $887K
|
1.08M
$27.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-33.7K- 33.69% |
$803K - $871K
|
66.3K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-33.2K- 18.85% |
$792K - $859K
|
143K
$3.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-31.9K- 19.98% |
$759K - $823K
|
128K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-31.7K- 5.11% |
$756K - $820K
|
589K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29.9K- 0.94% |
$712K - $773K
|
3.15M
$81.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29K- 5.71% |
$690K - $748K
|
478K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 28.18% |
$664K - $721K
|
71.1K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.9K- 21.67% |
$640K - $694K
|
97.1K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.3K- 22.27% |
$602K - $653K
|
88.2K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-25.3K- 22.27% |
$602K - $653K
|
88.2K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 3.31% |
$598K - $649K
|
733K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-24.1K- 1.29% |
$573K - $622K
|
1.84M
$47.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.5K- 0.19% |
$559K - $607K
|
12.2M
$315M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.3K- 7.72% |
$556K - $603K
|
279K
$7.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.2K- 2.23% |
$552K - $599K
|
1.02M
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-22.7K- 2.44% |
$541K - $587K
|
909K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-22.3K- 3.37% |
$531K - $576K
|
640K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.7K- 43.58% |
$517K - $561K
|
28.1K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-21.3K- 3.9% |
$506K - $549K
|
525K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.2K- 2.49% |
$506K - $549K
|
831K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.8% |
$491K - $533K
|
1.12M
$29M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-19.5K- 13.03% |
$465K - $504K
|
130K
$3.36M
|
|