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 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-2.03K- 1.07% |
$48.4K - $52.5K
|
188K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.01K- 0.94% |
$47.8K - $51.9K
|
211K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 7.88% |
$47.6K - $51.7K
|
23.4K
$603K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.93K- 0.59% |
$46K - $49.9K
|
325K
$8.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 9.96% |
$44.3K - $48.1K
|
16.8K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 0.64% |
$44.2K - $48K
|
289K
$7.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 6.49% |
$43.9K - $47.7K
|
26.6K
$687K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.81K- 7.56% |
$43.1K - $46.8K
|
22.1K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.8K- 11.84% |
$42.9K - $46.6K
|
13.4K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.8K- 76.14% |
$42.9K - $46.5K
|
564
$14.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.76K- 3.11% |
$41.9K - $45.5K
|
54.8K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.73K- 2.51% |
$41.2K - $44.7K
|
67K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.69K- 1.97% |
$40.2K - $43.6K
|
84.1K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.68K- 8.27% |
$40K - $43.4K
|
18.6K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.67K- 1.76% |
$39.9K - $43.2K
|
93.7K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.63K- 0.16% |
$38.8K - $42K
|
1.01M
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.61K- 2.75% |
$38.4K - $41.7K
|
57K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.61K- 5.04% |
$38.3K - $41.5K
|
30.3K
$781K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.6K- 3.66% |
$38.2K - $41.4K
|
42.2K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.6K- 0.99% |
$38.1K - $41.3K
|
160K
$4.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.59K- 6.04% |
$37.9K - $41.1K
|
24.7K
$638K
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.57K- 3.72% |
$37.3K - $40.5K
|
40.5K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.56K- 1.29% |
$37.2K - $40.4K
|
120K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 2.64% |
$37.2K - $40.3K
|
57.7K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.55K- 2.6% |
$36.8K - $40K
|
57.8K
$1.49M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.54K- 0.34% |
$36.6K - $39.7K
|
452K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.5K- 5.26% |
$35.7K - $38.8K
|
27K
$697K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.48K- 2.08% |
$35.3K - $38.3K
|
69.8K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 1.5% |
$35.2K - $38.2K
|
97.2K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 4.44% |
$34.2K - $37.1K
|
30.9K
$798K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.44K- 0.98% |
$34.2K - $37.1K
|
145K
$3.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.16% |
$33.3K - $36.2K
|
63.5K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.4K- 1.28% |
$33.3K - $36.1K
|
108K
$2.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.39K- 37.94% |
$33.1K - $35.9K
|
2.28K
$58.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.39K- 11.26% |
$33.1K - $35.9K
|
10.9K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 1.45% |
$33.1K - $35.9K
|
94.4K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.34K- 1.63% |
$31.9K - $34.6K
|
81K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 8.34% |
$31.8K - $34.5K
|
14.7K
$379K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.31K- 0.49% |
$31.3K - $34K
|
268K
$6.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.29K- 2.36% |
$30.7K - $33.3K
|
53.3K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-1.28K- 9.6% |
$30.6K - $33.2K
|
12.1K
$312K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.28K- 0.81% |
$30.4K - $32.9K
|
157K
$4.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 3.72% |
$30K - $32.5K
|
32.5K
$840K
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.26K- 0.64% |
$29.9K - $32.5K
|
196K
$5.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 10.93% |
$29.9K - $32.4K
|
10.2K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 2.41% |
$29.7K - $32.2K
|
50.5K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.24K- 8.06% |
$29.4K - $31.9K
|
14.1K
$364K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-1.22K- 1.26% |
$29.2K - $31.6K
|
95.8K
$2.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.29% |
$28.2K - $30.6K
|
413K
$10.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.16K- 21.88% |
$27.7K - $30K
|
4.15K
$107K
|
|