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
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-401- 0.69% |
$7.66K - $9.56K
|
57.5K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 0.76% |
$1.8K - $2.24K
|
12.5K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
232K+ 7.82% |
$4.43M - $5.52M
|
3.19M
$77.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
52.8K+ 244.88% |
$1.01M - $1.26M
|
74.3K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.23KNew |
$176K - $220K
|
9.23K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-871- 1.05% |
$16.6K - $20.8K
|
82.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-240K- 2.67% |
$4.59M - $5.73M
|
8.78M
$213M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.88K- 0.8% |
$74.1K - $92.4K
|
478K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
153+ 0.15% |
$2.92K - $3.65K
|
102K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.72K+ 14.54% |
$167K - $208K
|
68.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
7.58K+ 0.69% |
$145K - $181K
|
1.11M
$27M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-221- 24.94% |
$4.22K - $5.27K
|
665
$16.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 0.58% |
$1.72K - $2.14K
|
15.5K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16+ 0.0% |
$306 - $381
|
388K
$9.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$236K - $294K
|
12.4K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-446- 2.39% |
$8.52K - $10.6K
|
18.2K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
147K+ 338.86% |
$2.8M - $3.49M
|
190K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-6.28K- 26.09% |
$120K - $150K
|
17.8K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
103+ 0.29% |
$1.97K - $2.45K
|
35.7K
$868K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.29KNew |
$177K - $221K
|
9.29K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.9K+ 52.13% |
$1.09M - $1.35M
|
166K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11.5K- 0.98% |
$219K - $273K
|
1.16M
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13K+ 117.55% |
$248K - $310K
|
24.1K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
136+ 0.29% |
$2.6K - $3.24K
|
47.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
427+ 1.99% |
$8.16K - $10.2K
|
21.8K
$530K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 2.7% |
$219K - $274K
|
414K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7.75K- 2.8% |
$148K - $185K
|
269K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-316K- 4.97% |
$6.04M - $7.53M
|
6.05M
$147M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.32% |
$19.1 - $23.8
|
311
$7.55K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-6.95K- 26.58% |
$133K - $166K
|
19.2K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87.4KNew |
$1.67M - $2.08M
|
87.4K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 3.39% |
$26.7K - $33.4K
|
39.8K
$967K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
247K+ 36.64% |
$4.72M - $5.89M
|
922K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.01% |
$19.1 - $23.8
|
12.3K
$299K
|