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 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-950- 6.76% |
$22.6K - $24.5K
|
13.1K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-935- 2.29% |
$22.3K - $24.2K
|
39.8K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-897- 2.63% |
$21.4K - $23.2K
|
33.2K
$857K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-885- 0.1% |
$21.1K - $22.9K
|
853K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-876- 1.14% |
$20.9K - $22.6K
|
75.9K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-862- 8.01% |
$20.5K - $22.3K
|
9.9K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-842- 2.16% |
$20.1K - $21.8K
|
38.2K
$987K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-826- 1.26% |
$19.7K - $21.3K
|
64.7K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-826- 0.09% |
$19.7K - $21.3K
|
921K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-785- 4.79% |
$18.7K - $20.3K
|
15.6K
$403K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-750- 2.34% |
$17.9K - $19.4K
|
31.3K
$807K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-750- 7.02% |
$17.9K - $19.4K
|
9.94K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 3.2% |
$17.9K - $19.4K
|
22.7K
$585K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-746- 1.29% |
$17.8K - $19.3K
|
57.1K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-740- 2.01% |
$17.6K - $19.1K
|
36.1K
$931K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-721- 5.67% |
$17.2K - $18.6K
|
12K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-646- 3.48% |
$15.4K - $16.7K
|
17.9K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-621- 1.55% |
$14.8K - $16K
|
39.6K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-618- 4.54% |
$14.7K - $16K
|
13K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-613- 0.61% |
$14.6K - $15.8K
|
99.9K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-611- 0.88% |
$14.6K - $15.8K
|
68.7K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-601- 4.49% |
$14.3K - $15.5K
|
12.8K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 4.86% |
$14.3K - $15.5K
|
11.8K
$304K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-599- 3.3% |
$14.3K - $15.5K
|
17.5K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-588- 2.43% |
$14K - $15.2K
|
23.6K
$609K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-576- 3.38% |
$13.7K - $14.9K
|
16.5K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-574- 16.57% |
$13.7K - $14.8K
|
2.89K
$74.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-570- 0.36% |
$13.6K - $14.7K
|
159K
$4.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-567- 1.67% |
$13.5K - $14.7K
|
33.4K
$863K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-547- 4.43% |
$13K - $14.1K
|
11.8K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-530- 0.16% |
$12.6K - $13.7K
|
326K
$8.43M
|
|
|
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 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
|
|