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 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-429- 3.05% |
$8.19K - $10.2K
|
13.6K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.04% |
$153 - $191
|
21.5K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.2K+ 20.63% |
$1.27M - $1.58M
|
387K
$9.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.68K- 23.7% |
$185K - $231K
|
31.2K
$757K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-611- 0.61% |
$11.7K - $14.6K
|
100K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 31.32% |
$235K - $293K
|
51.5K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
386+ 0.26% |
$7.37K - $9.2K
|
146K
$3.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.6K- 50.88% |
$259K - $323K
|
13.1K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.04K+ 70.29% |
$135K - $168K
|
17.1K
$414K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.45K- 0.82% |
$46.8K - $58.3K
|
297K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19New |
$363 - $453
|
19
$461
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 1.4% |
$39.3K - $49K
|
149K
$3.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.75K+ 7.3% |
$52.5K - $65.5K
|
40.4K
$980K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
151K+ 4.1% |
$2.89M - $3.6M
|
3.83M
$93.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.61KNew |
$164K - $205K
|
8.61K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$325 - $405
|
16.3K
$395K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 2.01% |
$194K - $242K
|
516K
$12.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
46+ 0.11% |
$879 - $1.1K
|
42.2K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1KNew |
$194K - $242K
|
10.1K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 0.51% |
$3.34K - $4.17K
|
34K
$825K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 8.69% |
$433K - $541K
|
238K
$5.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 0.16% |
$669 - $834
|
22K
$533K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-335- 13.96% |
$6.4K - $7.98K
|
2.07K
$50.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
600+ 1.51% |
$11.5K - $14.3K
|
40.4K
$980K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-154- 0.28% |
$2.94K - $3.67K
|
55.6K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1.08K+ 1.01% |
$20.6K - $25.7K
|
108K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21K- 6.57% |
$401K - $500K
|
298K
$7.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
28.4K+ 4.54% |
$542K - $676K
|
653K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$287 - $357
|
23.5K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-862- 2.68% |
$16.5K - $20.5K
|
31.3K
$761K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-753- 2.95% |
$14.4K - $17.9K
|
24.7K
$600K
|
|
|
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
|
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
|