Latest Institutional Transactions on Schwab Strategic Tr Us Broad M (SCHB)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
53.4KNew |
$1.02M - $1.27M
|
53.4K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
277+ 0.37% |
$5.29K - $6.6K
|
75.5K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
792+ 37.66% |
$15.1K - $18.9K
|
2.9K
$70.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-43.7K- 2.6% |
$835K - $1.04M
|
1.64M
$39.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-603- 0.46% |
$11.5K - $14.4K
|
130K
$3.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 0.3% |
$1.74K - $2.17K
|
30.7K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.1KNew |
$460K - $574K
|
24.1K
$585K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
44+ 0.63% |
$840 - $1.05K
|
7.04K
$171K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
138New |
$2.64K - $3.29K
|
138
$3.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.18% |
$420 - $524
|
12.4K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.67K+ 3.99% |
$108K - $135K
|
148K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
75.1K+ 257.56% |
$1.43M - $1.79M
|
104K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-891- 1.02% |
$17K - $21.2K
|
86.5K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
853K+ 59.52% |
$16.3M - $20.3M
|
2.29M
$55.5M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.7K+ 18.54% |
$377K - $470K
|
126K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.5K+ 4.67% |
$66.9K - $83.5K
|
78.5K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 2.64% |
$393K - $490K
|
758K
$18.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-6.7K- 4.03% |
$128K - $160K
|
159K
$3.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 0.16% |
$573 - $715
|
18.6K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.7KNew |
$318K - $397K
|
16.7K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.14K- 1.1% |
$21.7K - $27.1K
|
102K
$2.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11.2K+ 30.78% |
$214K - $267K
|
47.6K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.91KNew |
$170K - $212K
|
8.91K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.3K+ 3.26% |
$273K - $341K
|
453K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.84K- 3.81% |
$73.3K - $91.5K
|
96.9K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.75M- 49.67% |
$33.5M - $41.8M
|
1.78M
$43.1M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
173+ 0.39% |
$3.3K - $4.12K
|
44.7K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.15K+ 0.74% |
$41.1K - $51.3K
|
291K
$7.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.02K- 38.22% |
$172K - $215K
|
14.6K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
16+ 0.29% |
$306 - $381
|
5.52K
$134K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 0.14% |
$382 - $477
|
14.1K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.9K- 15.87% |
$74.5K - $93K
|
20.7K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.7K+ 68.02% |
$892K - $1.11M
|
115K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29.5KNew |
$564K - $703K
|
29.5K
$717K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.0% |
$95.5 - $119
|
133K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
161KNew |
$3.08M - $3.84M
|
161K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
27.8KNew |
$531K - $662K
|
27.8K
$675K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.47K+ 28.61% |
$143K - $178K
|
33.6K
$816K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.46K- 1.0% |
$47K - $58.7K
|
245K
$5.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.4K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
26.2K+ 26.13% |
$500K - $624K
|
126K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.45KNew |
$161K - $201K
|
8.45K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
35.8K+ 4.31% |
$683K - $852K
|
866K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 0.05% |
$1.74K - $2.17K
|
173K
$4.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.03K- 9.71% |
$57.9K - $72.2K
|
28.2K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
991+ 8.05% |
$18.9K - $23.6K
|
13.3K
$323K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-498- 1.71% |
$9.51K - $11.9K
|
28.6K
$694K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05K- 0.58% |
$20.1K - $25K
|
180K
$4.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-541- 1.33% |
$10.3K - $12.9K
|
40.2K
$976K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
43.9K+ 0.51% |
$839K - $1.05M
|
8.66M
$210M
|