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 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.54K- 5.51% |
$180K - $195K
|
129K
$3.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.51K- 8.31% |
$179K - $194K
|
82.8K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-7.36K- 0.65% |
$175K - $190K
|
1.13M
$29.1M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.34K- 0.28% |
$175K - $190K
|
2.61M
$67.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.34K- 3.62% |
$175K - $190K
|
195K
$5.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.28K- 2.26% |
$173K - $188K
|
314K
$8.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.25K- 0.68% |
$173K - $187K
|
1.06M
$27.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-7.17K- 8.57% |
$171K - $185K
|
76.5K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.16K- 7.39% |
$171K - $185K
|
89.7K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.03K- 7.72% |
$167K - $182K
|
84K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-6.79K- 0.34% |
$162K - $175K
|
2.02M
$52.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.72K- 13.1% |
$160K - $174K
|
44.5K
$1.15M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6.69K- 4.93% |
$159K - $173K
|
129K
$3.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.56K- 10.24% |
$156K - $169K
|
57.5K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.36K- 1.02% |
$151K - $164K
|
619K
$16M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.33K- 28.13% |
$151K - $164K
|
16.2K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-6.19K- 4.16% |
$147K - $160K
|
143K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-5.91K- 6.0% |
$141K - $153K
|
92.6K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.81K- 1.02% |
$138K - $150K
|
564K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.5K- 0.47% |
$131K - $142K
|
1.15M
$29.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5.46K- 2.74% |
$130K - $141K
|
194K
$5.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.42K- 2.1% |
$129K - $140K
|
252K
$6.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-5.41K- 3.23% |
$129K - $140K
|
162K
$4.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.39K- 0.87% |
$128K - $139K
|
614K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.36K- 8.44% |
$128K - $138K
|
58.1K
$1.5M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.31K- 4.37% |
$127K - $137K
|
116K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-5.26K- 5.92% |
$125K - $136K
|
83.5K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-5.24K- 3.2% |
$125K - $135K
|
159K
$4.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.2K- 2.55% |
$124K - $134K
|
198K
$5.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5.18K- 5.2% |
$123K - $134K
|
94.3K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.08K- 8.59% |
$121K - $131K
|
54K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.04K- 18.75% |
$120K - $130K
|
21.8K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.9K- 1.36% |
$117K - $127K
|
354K
$9.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.9K- 20.42% |
$117K - $126K
|
19.1K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.89K- 6.48% |
$117K - $126K
|
70.6K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.88K- 1.47% |
$116K - $126K
|
327K
$8.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.86K- 0.13% |
$116K - $125K
|
3.83M
$98.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.83K- 7.21% |
$115K - $125K
|
62.1K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.82K- 4.14% |
$115K - $124K
|
112K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-4.8K- 31.87% |
$114K - $124K
|
10.3K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.79K- 5.04% |
$114K - $124K
|
90.2K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-4.76K- 9.77% |
$113K - $123K
|
44K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.72K- 25.46% |
$112K - $122K
|
13.8K
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-4.71K- 0.9% |
$112K - $122K
|
520K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.57K- 35.61% |
$109K - $118K
|
8.27K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.46K- 17.89% |
$106K - $115K
|
20.5K
$528K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.26K- 0.52% |
$102K - $110K
|
810K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.25K- 0.68% |
$101K - $110K
|
620K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.24K- 2.56% |
$101K - $110K
|
162K
$4.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.2K- 8.44% |
$100K - $109K
|
45.6K
$1.18M
|
|