Latest Institutional Sells of Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

SELL
 -
-52
- 16.77%
$2.45K - $2.69K
258 $5.81K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

SELL
 -
-28
- 0.24%
$1.32K - $1.45K
11.4K $257K
Jul 11, 2023 Q2 2023
Ledge Wealth Management, Inc.

SELL
 -
-8
- 0.16%
$377 - $414
4.91K $111K
Jul 11, 2023 Q2 2023
Walker Financial Services, Inc.

Bowling Green, KY
SELL
 -
-4
- 0.09%
$188 - $207
4.21K $94.7K
Q1 2023
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
SELL
 -
-24.2K
- 71.14%
$1.07M - $1.19M
9.8K $221K
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-5K
- 42.09%
$222K - $246K
6.88K $155K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

SELL
 -
-964
- 2.56%
$42.9K - $47.5K
36.7K $825K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-928
- 55.17%
$41.3K - $45.7K
754 $17K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

SELL
 -
-822
- 1.45%
$36.6K - $40.5K
55.9K $1.26M
Apr 18, 2023 Q1 2023
Domani Wealth, LLC

SELL
 -
-817
- 0.23%
$36.3K - $40.2K
347K $7.81M
Apr 26, 2023 Q1 2023
Concord Wealth Partners

SELL
 -
-480
- 59.7%
$21.3K - $23.6K
324 $7.29K
Apr 04, 2023 Q1 2023
Private Asset Management Inc

SELL
 -
-200
- 3.72%
$8.89K - $9.85K
5.18K $117K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

SELL
 -
-5
- 8.06%
$222 - $246
57 $1.28K
Q4 2022
Feb 09, 2023 Q4 2022
Cranbrook Wealth Management, LLC

SELL
 -
-7.69K
- 54.63%
$322K - $367K
6.38K $144K
Jan 19, 2023 Q4 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-2.34K
Closed
$98.3K - $112K
0 $0
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

SELL
 -
-2.22K
- 1.93%
$92.9K - $106K
113K $2.54M
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

SELL
 -
-1.69K
- 22.72%
$70.7K - $80.6K
5.73K $129K
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-1.26K
- 8.09%
$53K - $60.4K
14.4K $323K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.16K
- 4.1%
$48.4K - $55.2K
27K $608K
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

SELL
 -
-1.02K
- 5.8%
$42.8K - $48.8K
16.6K $372K
Jan 27, 2023 Q4 2022
First Personal Financial Services

SELL
 -
-1K
- 16.67%
$41.9K - $47.8K
5K $113K
Jan 19, 2023 Q4 2022
S.E.E.D. Planning Group LLC

SELL
 -
-757
- 1.79%
$31.7K - $36.2K
41.6K $937K
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-586
- 9.0%
$24.6K - $28K
5.92K $133K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-255
- 42.71%
$10.7K - $12.2K
342 $7.7K
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-132
- 11.64%
$5.54K - $6.31K
1K $22.5K
Jan 31, 2023 Q4 2022
Schubert & CO

SELL
 -
-30
- 8.06%
$1.26K - $1.43K
342 $7.7K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-1
- 0.17%
$41.9 - $47.8
598 $13.5K
Q3 2022
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

SELL
 -
-54K
- 51.54%
$2.27M - $2.74M
50.8K $1.14M
Oct 23, 2024 Q3 2022
Convergence Financial, LLC

Columbia, MO
SELL
 -
-9.61K
Closed
$404K - $487K
0 $0
Nov 14, 2022 Q3 2022
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-4.05K
- 2.77%
$170K - $205K
142K $3.19M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

SELL
 -
-2.2K
- 9.09%
$92.5K - $112K
22.1K $496K
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.45K
Closed
$61.1K - $73.6K
0 $0
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.4K
- 4.31%
$58.8K - $70.9K
31.1K $699K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-962
- 1.34%
$40.4K - $48.7K
71K $1.6M
Oct 07, 2022 Q3 2022
American Research & Management Co.

SELL
 -
-412
- 5.41%
$17.3K - $20.9K
7.2K $162K
Nov 08, 2022 Q3 2022
Wealthsimple Inc.

Toronto, A6
SELL
 -
-370
- 3.97%
$15.5K - $18.7K
8.95K $201K
Nov 02, 2022 Q3 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-199
- 76.83%
$8.36K - $10.1K
60 $1.35K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

SELL
 -
-116
- 2.25%
$4.87K - $5.87K
5.05K $114K
Oct 20, 2022 Q3 2022
First Premier Bank

SELL
 -
-40
- 2.65%
$1.68K - $2.03K
1.47K $33K
Oct 25, 2022 Q3 2022
Round Table Services, LLC

SELL
 -
-32
- 0.41%
$1.34K - $1.62K
7.75K $174K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

SELL
 -
-6
- 4.26%
$252 - $304
135 $3.04K
Q2 2022
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-187K
Closed
$8.02M - $10.1M
0 $0
Jul 13, 2022 Q2 2022
Rockland Trust CO

SELL
 -
-74.5K
Closed
$3.2M - $4.02M
0 $0
Aug 12, 2022 Q2 2022
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-52.9K
Closed
$2.27M - $2.85M
0 $0
Jul 22, 2022 Q2 2022
First Hawaiian Bank

SELL
 -
-29.5K
Closed
$1.27M - $1.59M
0 $0
Jul 11, 2022 Q2 2022
D. Scott Neal, Inc.

SELL
 -
-24.9K
Closed
$1.07M - $1.34M
0 $0
Aug 18, 2022 Q2 2022
Infini Capital Management LTD

Central, K3
SELL
 -
-17.2K
Closed
$740K - $930K
0 $0
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

SELL
 -
-16.6K
- 99.1%
$713K - $896K
150 $3.38K
Jul 18, 2022 Q2 2022
Willis Johnson & Associates, Inc.

SELL
 -
-10.9K
Closed
$467K - $588K
0 $0

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