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 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
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6.89K- 3.17% |
$132K - $164K
|
211K
$5.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.59K- 3.68% |
$87.6K - $109K
|
120K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 4.53% |
$22.1K - $27.6K
|
24.4K
$593K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-117- 0.12% |
$2.23K - $2.79K
|
101K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $219K
|
9.18K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.1% |
$764 - $953
|
41.5K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.5K- 1.42% |
$774K - $966K
|
2.81M
$68.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 15.06% |
$42.6K - $53.1K
|
12.6K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$153 - $191
|
2.56K
$62.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.94K- 5.56% |
$133K - $165K
|
118K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-445- 1.94% |
$8.5K - $10.6K
|
22.5K
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 0.89% |
$20.7K - $25.8K
|
120K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17+ 0.07% |
$325 - $405
|
25.2K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.49K- 11.58% |
$105K - $131K
|
41.9K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30+ 0.3% |
$573 - $715
|
10.1K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$204K - $254K
|
10.7K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 3.76% |
$37K - $46.1K
|
49.6K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.52K+ 0.41% |
$67.3K - $83.9K
|
871K
$21.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4.83K+ 4.66% |
$92.2K - $115K
|
108K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46.1K+ 12.23% |
$881K - $1.1M
|
424K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-417K- 21.42% |
$7.97M - $9.94M
|
1.53M
$37.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.12KNew |
$174K - $217K
|
9.12K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.38K+ 2.05% |
$160K - $200K
|
416K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 2.8% |
$304K - $379K
|
585K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 2.7% |
$19.1 - $23.8
|
36
$874
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.1K- 0.67% |
$136K - $169K
|
1.05M
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.15K- 9.68% |
$21.9K - $27.4K
|
10.7K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
552+ 2.6% |
$10.5K - $13.2K
|
21.8K
$528K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.02% |
$821 - $1.02K
|
197K
$4.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
157+ 0.22% |
$3K - $3.74K
|
71.2K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
413K+ 9.72% |
$7.89M - $9.84M
|
4.66M
$113M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
570+ 0.75% |
$10.9K - $13.6K
|
76.1K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-51- 0.03% |
$974 - $1.22K
|
159K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.23K- 10.68% |
$157K - $196K
|
68.8K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.99K+ 1.16% |
$114K - $143K
|
524K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-400- 2.63% |
$7.64K - $9.53K
|
14.8K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-79.7K- 54.87% |
$1.52M - $1.9M
|
65.6K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
16.3K+ 1.94% |
$312K - $389K
|
859K
$20.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50.6K- 1.98% |
$966K - $1.21M
|
2.51M
$60.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
12.2K+ 102.25% |
$233K - $291K
|
24.2K
$587K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
46+ 0.28% |
$879 - $1.1K
|
16.6K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.25% |
$57.3 - $71.5
|
1.22K
$29.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
278+ 0.99% |
$5.31K - $6.62K
|
28.4K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
23.9K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.14K+ 2.38% |
$21.7K - $27K
|
48.7K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$306 - $381
|
24.8K
$602K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.32% |
$76.4 - $95.3
|
1.26K
$30.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8.11KNew |
$155K - $193K
|
8.11K
$197K
|