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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.53K+ 3.45% |
$86.4K - $108K
|
136K
$3.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900+ 4.97% |
$17.2K - $21.4K
|
19K
$467K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 1.77% |
$20K - $24.9K
|
60K
$1.47M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465K- 98.05% |
$8.88M - $11.1M
|
9.26K
$227K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23.8K+ 1.53% |
$455K - $568K
|
1.58M
$38.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.6K+ 155.85% |
$393K - $491K
|
33.8K
$829K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77.6KNew |
$1.48M - $1.85M
|
77.6K
$1.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-508K- 13.67% |
$9.69M - $12.1M
|
3.21M
$78.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9K+ 17.86% |
$666K - $831K
|
230K
$5.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
715K+ 106.5% |
$13.7M - $17M
|
1.39M
$34M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-3.1K- 1.99% |
$59.1K - $73.8K
|
152K
$3.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-16.3K- 4.78% |
$312K - $389K
|
325K
$7.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
899+ 0.28% |
$17.2K - $21.4K
|
327K
$8.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-16.5K- 12.44% |
$315K - $393K
|
116K
$2.85M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 1.34% |
$1.74K - $2.17K
|
6.88K
$169K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 0.75% |
$2.37K - $2.95K
|
16.7K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-293- 0.53% |
$5.6K - $6.98K
|
55.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
909K+ 294.5% |
$17.4M - $21.7M
|
1.22M
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 4.45% |
$9.53K - $11.9K
|
11.7K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.24K- 1.42% |
$23.6K - $29.5K
|
86K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
26+ 0.11% |
$497 - $620
|
24K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
14.2K+ 24.75% |
$272K - $339K
|
71.7K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10K- 47.88% |
$192K - $239K
|
10.9K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 6.68% |
$1.58M - $1.97M
|
1.32M
$32.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.16K- 1.0% |
$79.4K - $99.1K
|
412K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36K+ 1.32% |
$688K - $858K
|
2.77M
$68M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
461+ 4.78% |
$8.81K - $11K
|
10.1K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-459- 0.75% |
$8.77K - $10.9K
|
60.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.87K- 0.42% |
$35.8K - $44.6K
|
446K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.41K- 6.98% |
$103K - $129K
|
72.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.3% |
$726 - $906
|
12.9K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.1K+ 10.3% |
$498K - $621K
|
279K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.8KNew |
$1.47M - $1.83M
|
76.8K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365K+ 18.17% |
$6.97M - $8.69M
|
2.37M
$58.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-254K- 37.92% |
$4.85M - $6.05M
|
415K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.44K+ 6.56% |
$142K - $177K
|
121K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-25.3K- 7.33% |
$484K - $604K
|
321K
$7.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
17.1K+ 29.2% |
$327K - $408K
|
75.9K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-94- 0.48% |
$1.8K - $2.24K
|
19.3K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.26K+ 2.75% |
$62.2K - $77.6K
|
122K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.13K+ 2.2% |
$136K - $170K
|
332K
$8.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.84KNew |
$169K - $211K
|
8.84K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 9.83% |
$350K - $436K
|
205K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-41- 0.18% |
$783 - $977
|
22.4K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2K+ 12.74% |
$38.2K - $47.7K
|
17.7K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 2.26% |
$22.1K - $27.5K
|
50K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 4.56% |
$381K - $475K
|
457K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.5K- 20.52% |
$488K - $609K
|
99K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-982- 0.5% |
$18.8K - $23.4K
|
194K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 48.38% |
$1.1M - $1.37M
|
61.4K
$1.51M
|