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 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.1K- 0.23% |
$97.7K - $106K
|
1.77M
$45.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.06K- 30.25% |
$96.6K - $105K
|
9.35K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.03K- 4.77% |
$95.9K - $104K
|
80.4K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-4K- 9.53% |
$95.2K - $103K
|
37.9K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.99K- 0.49% |
$95.1K - $103K
|
818K
$21.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.98K- 0.53% |
$94.9K - $103K
|
748K
$19.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.93K- 7.51% |
$93.7K - $102K
|
48.5K
$1.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.72K- 1.27% |
$88.6K - $96.1K
|
289K
$7.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.7K- 78.72% |
$88.1K - $95.6K
|
1K
$25.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.64K- 3.77% |
$86.6K - $93.9K
|
92.8K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.62K- 1.88% |
$86.3K - $93.6K
|
189K
$4.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.57K- 1.91% |
$84.9K - $92.1K
|
183K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.54K- 1.34% |
$84.3K - $91.4K
|
260K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.44K- 10.96% |
$81.8K - $88.8K
|
27.9K
$720K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-3.38K- 15.75% |
$80.5K - $87.3K
|
18.1K
$467K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.29K- 3.26% |
$78.3K - $85K
|
97.5K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.23K- 5.1% |
$76.9K - $83.5K
|
60.2K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.2K- 0.2% |
$76.3K - $82.8K
|
1.64M
$42.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.2K- 3.5% |
$76.1K - $82.6K
|
88.2K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.19K- 1.28% |
$76K - $82.5K
|
247K
$6.38M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.08K- 2.44% |
$73.4K - $79.6K
|
123K
$3.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.04K- 2.31% |
$72.5K - $78.6K
|
128K
$3.32M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 3.51% |
$71.6K - $77.6K
|
82.7K
$2.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.98K- 2.75% |
$70.9K - $77K
|
105K
$2.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 4.98% |
$68.2K - $74K
|
54.6K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.82K- 3.81% |
$67.2K - $72.9K
|
71.3K
$1.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-2.79K- 20.99% |
$66.5K - $72.1K
|
10.5K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.75K- 13.27% |
$65.6K - $71.1K
|
18K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.75K- 22.02% |
$65.5K - $71.1K
|
9.74K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-2.68K- 3.86% |
$63.9K - $69.3K
|
66.8K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.67K- 3.89% |
$63.7K - $69.1K
|
66.2K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.66K- 4.54% |
$63.4K - $68.8K
|
55.9K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 3.66% |
$62.9K - $68.2K
|
69.5K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.64K- 5.33% |
$62.9K - $68.2K
|
46.9K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.52K- 1.8% |
$60.1K - $65.2K
|
138K
$3.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.49K- 15.28% |
$59.4K - $64.4K
|
13.8K
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-2.47K- 11.18% |
$58.9K - $63.9K
|
19.6K
$507K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.45K- 10.69% |
$58.4K - $63.3K
|
20.5K
$529K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.42K- 0.11% |
$57.7K - $62.6K
|
2.2M
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.3K- 3.25% |
$54.9K - $59.5K
|
68.6K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.29K- 4.18% |
$54.6K - $59.2K
|
52.5K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.22K- 3.63% |
$52.9K - $57.4K
|
58.9K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-2.21K- 1.14% |
$52.7K - $57.1K
|
191K
$4.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.24% |
$52.6K - $57.1K
|
177K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.16K- 2.37% |
$51.5K - $55.8K
|
89K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.14K- 1.48% |
$50.9K - $55.2K
|
142K
$3.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.12K- 1.15% |
$50.5K - $54.8K
|
183K
$4.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.12K- 1.86% |
$50.4K - $54.7K
|
112K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 2.69% |
$50.3K - $54.5K
|
76.3K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.04K- 5.8% |
$48.6K - $52.7K
|
33.1K
$856K
|
|