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 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-150- 0.88% |
$3.57K - $3.88K
|
16.8K
$434K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-150- 0.9% |
$3.57K - $3.88K
|
16.4K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-148- 0.68% |
$3.53K - $3.82K
|
21.8K
$562K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-146- 0.24% |
$3.48K - $3.77K
|
61.2K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-145- 0.52% |
$3.45K - $3.75K
|
27.6K
$714K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-145- 0.83% |
$3.45K - $3.75K
|
17.3K
$445K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-143- 0.66% |
$3.41K - $3.7K
|
21.6K
$557K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-142Closed |
$3.38K - $3.67K
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-140- 0.06% |
$3.33K - $3.62K
|
228K
$5.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-135- 1.35% |
$3.22K - $3.49K
|
9.83K
$254K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-130- 0.23% |
$3.1K - $3.36K
|
57.5K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-115- 1.39% |
$2.74K - $2.97K
|
8.17K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 79.37% |
$2.38K - $2.58K
|
26
$671
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-100- 0.12% |
$2.38K - $2.58K
|
86.4K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-96- 0.93% |
$2.29K - $2.48K
|
10.2K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-87- 0.16% |
$2.07K - $2.25K
|
53.1K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-81- 0.71% |
$1.93K - $2.09K
|
11.4K
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-75- 0.02% |
$1.79K - $1.94K
|
410K
$10.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-70- 0.31% |
$1.67K - $1.81K
|
22.3K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-69- 0.18% |
$1.64K - $1.78K
|
38.8K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 0.1% |
$1.43K - $1.55K
|
60.7K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-59- 32.78% |
$1.41K - $1.52K
|
121
$3.12K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-58- 0.12% |
$1.38K - $1.5K
|
47.3K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-54- 0.07% |
$1.29K - $1.4K
|
79.7K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-53- 0.2% |
$1.26K - $1.37K
|
26.9K
$695K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-51- 1.02% |
$1.21K - $1.32K
|
4.97K
$128K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-51- 0.27% |
$1.21K - $1.32K
|
18.6K
$481K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-48- 0.09% |
$1.14K - $1.24K
|
50.7K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 0.04% |
$977 - $1.06K
|
95.3K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-38- 0.07% |
$905 - $982
|
51.4K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 0.98% |
$881 - $956
|
3.76K
$97K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-37- 1.14% |
$881 - $956
|
3.22K
$83.2K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32- 0.23% |
$762 - $827
|
13.9K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-31- 0.14% |
$738 - $801
|
21.4K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.17% |
$596 - $646
|
15K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-25- 0.05% |
$596 - $646
|
52.4K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.22% |
$596 - $646
|
11.4K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 0.03% |
$476 - $517
|
64K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-18- 0.13% |
$429 - $465
|
14.3K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-16- 2.32% |
$381 - $413
|
675
$17.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 0.15% |
$357 - $388
|
10.3K
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.04% |
$214 - $233
|
21.5K
$554K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$191 - $207
|
11.2K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7- 0.01% |
$167 - $181
|
75.8K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-6- 0.01% |
$143 - $155
|
63.9K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-4- 0.04% |
$95.3 - $103
|
8.91K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.01% |
$23.8 - $25.8
|
18.5K
$477K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$23.8 - $25.8
|
18.2K
$470K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1- -0.0% |
$23.8 - $25.8
|
24.8K
$640K
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465K- 98.05% |
$8.88M - $11.1M
|
9.26K
$239K
|
|