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 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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.8K- 76.14% |
$42.9K - $46.5K
|
564
$14.6K
|
|
|
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 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
|
|
|
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
|
|
|
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 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
|
|
|
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 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
|
|
|
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 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.15K- 2.54% |
$27.4K - $29.7K
|
44.3K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-1.12K- 0.7% |
$26.6K - $28.9K
|
158K
$4.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.11K- 11.34% |
$26.5K - $28.7K
|
8.69K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.11K- 1.7% |
$26.3K - $28.6K
|
64.1K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 3.91% |
$25.7K - $27.9K
|
26.5K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 0.41% |
$24.2K - $26.3K
|
249K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-996- 1.58% |
$23.7K - $25.7K
|
62K
$1.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-961- 2.31% |
$22.9K - $24.8K
|
40.6K
$1.05M
|
|