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 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-508- 4.71% |
$12.1K - $13.1K
|
10.3K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-493- 3.77% |
$11.7K - $12.7K
|
12.6K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-484- 3.06% |
$11.5K - $12.5K
|
15.3K
$396K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-480- 3.88% |
$11.4K - $12.4K
|
11.9K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-476- 0.15% |
$11.3K - $12.3K
|
313K
$8.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-465- 0.1% |
$11.1K - $12K
|
472K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-443- 21.45% |
$10.6K - $11.4K
|
1.62K
$41.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 0.04% |
$10.5K - $11.4K
|
1.05M
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-428- 2.46% |
$10.2K - $11.1K
|
17K
$438K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-417- 2.86% |
$9.93K - $10.8K
|
14.2K
$366K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-401- 0.23% |
$9.55K - $10.4K
|
172K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-399- 4.08% |
$9.5K - $10.3K
|
9.38K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-375- 0.79% |
$8.93K - $9.69K
|
47K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-356- 0.72% |
$8.48K - $9.2K
|
48.8K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-356- 3.5% |
$8.48K - $9.2K
|
9.81K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 2.72% |
$8.34K - $9.04K
|
12.5K
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-350- 0.26% |
$8.34K - $9.04K
|
137K
$3.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-340- 1.34% |
$8.1K - $8.79K
|
25.1K
$648K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-331- 0.44% |
$7.88K - $8.55K
|
75.7K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-325- 0.37% |
$7.74K - $8.4K
|
87.2K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-324- 27.0% |
$7.72K - $8.37K
|
876
$22.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-322- 1.2% |
$7.67K - $8.32K
|
26.6K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-315- 0.45% |
$7.5K - $8.14K
|
69.4K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-311- 1.67% |
$7.41K - $8.04K
|
18.3K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-308- 0.24% |
$7.34K - $7.96K
|
129K
$3.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-300- 55.66% |
$7.15K - $7.75K
|
239
$6.17K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-285- 1.78% |
$6.79K - $7.36K
|
15.7K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-276- 0.8% |
$6.57K - $7.13K
|
34.4K
$887K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-274- 0.49% |
$6.53K - $7.08K
|
55.2K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-257- 1.66% |
$6.12K - $6.64K
|
15.3K
$394K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-253- 0.33% |
$6.03K - $6.54K
|
77.3K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 0.35% |
$5.96K - $6.46K
|
71.4K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 2.77% |
$5.96K - $6.46K
|
8.76K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-247- 2.75% |
$5.88K - $6.38K
|
8.73K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-246- 0.28% |
$5.86K - $6.36K
|
87.8K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-235- 1.28% |
$5.6K - $6.07K
|
18.2K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-228- 0.56% |
$5.43K - $5.89K
|
40.4K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-225- 1.84% |
$5.36K - $5.81K
|
12K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-222- 0.92% |
$5.29K - $5.74K
|
23.8K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-210- 0.27% |
$5K - $5.43K
|
77K
$1.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-205- 0.21% |
$4.88K - $5.3K
|
96.6K
$2.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-204- 0.2% |
$4.86K - $5.27K
|
102K
$2.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-193- 12.12% |
$4.6K - $4.99K
|
1.4K
$36.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-189- 1.44% |
$4.5K - $4.88K
|
12.9K
$334K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-179- 0.77% |
$4.26K - $4.63K
|
23.1K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-171- 0.79% |
$4.07K - $4.42K
|
21.5K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-170- 1.09% |
$4.05K - $4.39K
|
15.4K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-165- 1.84% |
$3.93K - $4.26K
|
8.82K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-161- 0.15% |
$3.84K - $4.16K
|
104K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-152- 0.7% |
$3.62K - $3.93K
|
21.6K
$558K
|
|