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
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-324- 27.0% |
$7.72K - $8.37K
|
876
$22.6K
|
|
|
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 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-276- 0.8% |
$6.57K - $7.13K
|
34.4K
$887K
|
|
|
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 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 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-171- 0.79% |
$4.07K - $4.42K
|
21.5K
$554K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-81- 0.71% |
$1.93K - $2.09K
|
11.4K
$293K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-70- 0.31% |
$1.67K - $1.81K
|
22.3K
$577K
|
|
|
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
|
|
|
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
|
|