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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.57M- 99.19% |
$37.4M - $40.6M
|
12.8K
$329K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-599- 3.3% |
$14.3K - $15.5K
|
17.5K
$453K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 2.77% |
$295K - $320K
|
436K
$11.3M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
524+ 20.05% |
$12.5K - $13.5K
|
3.14K
$81K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 2.78% |
$342K - $371K
|
502K
$13M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-61K- 4.16% |
$1.45M - $1.58M
|
1.4M
$36.3M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-143- 0.66% |
$3.41K - $3.7K
|
21.6K
$557K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
192+ 0.46% |
$4.57K - $4.96K
|
42.3K
$1.09M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.31K- 4.37% |
$127K - $137K
|
116K
$3M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8.74K- 1.56% |
$208K - $226K
|
551K
$14.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
208+ 9.67% |
$4.95K - $5.37K
|
2.36K
$60.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.54K- 5.51% |
$180K - $195K
|
129K
$3.34M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-6.69K- 4.93% |
$159K - $173K
|
129K
$3.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.59K- 77.85% |
$181K - $196K
|
2.16K
$55.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.51K- 4.68% |
$227K - $246K
|
194K
$5M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.26K+ 7.93% |
$77.7K - $84.3K
|
44.4K
$1.15M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-9.22M- 99.8% |
$220M - $238M
|
18.1K
$466K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
573+ 4.03% |
$13.6K - $14.8K
|
14.8K
$381K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.36K- 0.28% |
$223K - $242K
|
3.39M
$87.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-70- 0.31% |
$1.67K - $1.81K
|
22.3K
$577K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108New |
$2.57K - $2.79K
|
108
$2.79K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.07K+ 3.44% |
$49.2K - $53.4K
|
62.1K
$1.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23.7K+ 11.44% |
$564K - $612K
|
231K
$5.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$62.7K - $68.1K
|
2.63K
$68K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09K+ 0.47% |
$25.9K - $28.1K
|
234K
$6.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
272+ 1.1% |
$6.48K - $7.03K
|
25K
$645K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
41.6KNew |
$992K - $1.08M
|
41.6K
$1.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.02KNew |
$48K - $52.1K
|
2.02K
$52.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.5KNew |
$584K - $633K
|
24.5K
$633K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
20+ 0.24% |
$476 - $517
|
8.48K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.17% |
$596 - $646
|
15K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-59- 32.78% |
$1.41K - $1.52K
|
121
$3.12K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.26K+ 1.16% |
$30.1K - $32.6K
|
111K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.41K+ 3.96% |
$81.1K - $88K
|
89.5K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.8K- 2.08% |
$258K - $280K
|
509K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 0.09% |
$619 - $672
|
27.7K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
551+ 0.58% |
$13.1K - $14.2K
|
95.4K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
72+ 0.71% |
$1.72K - $1.86K
|
10.2K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.61K- 2.75% |
$38.4K - $41.7K
|
57K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
54.9K+ 501.44% |
$1.31M - $1.42M
|
65.8K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.04K- 5.8% |
$48.6K - $52.7K
|
33.1K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
27.7K+ 2.56% |
$661K - $717K
|
1.11M
$28.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
167KNew |
$3.98M - $4.32M
|
167K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
557+ 0.27% |
$13.3K - $14.4K
|
205K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 23.23% |
$3.82M - $4.15M
|
851K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.34K- 0.28% |
$175K - $190K
|
2.61M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.82K- 2.55% |
$234K - $254K
|
376K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 3.66% |
$62.9K - $68.2K
|
69.5K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.32K+ 0.94% |
$79K - $85.7K
|
357K
$9.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55.1K- 13.09% |
$1.31M - $1.42M
|
366K
$9.45M
|
|