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 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-10.2K- 6.89% |
$195K - $243K
|
138K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-80.1K- 7.97% |
$1.53M - $1.91M
|
924K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.15K - $1.43K
|
60
$1.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
193+ 1.1% |
$3.69K - $4.6K
|
17.7K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-400- 0.1% |
$7.64K - $9.53K
|
410K
$9.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.56K- 1.13% |
$29.8K - $37.2K
|
137K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 9.33% |
$4.26K - $5.31K
|
2.61K
$63.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.4K- 9.01% |
$982K - $1.23M
|
519K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.21M+ 10.12% |
$23.1M - $28.8M
|
13.2M
$320M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.04K- 1.44% |
$96.2K - $120K
|
346K
$8.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8.05KNew |
$154K - $192K
|
8.05K
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-631- 6.93% |
$12.1K - $15K
|
8.48K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
60.6K+ 35.67% |
$1.16M - $1.45M
|
231K
$5.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
995+ 1.29% |
$19K - $23.7K
|
78.4K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1K+ 0.17% |
$19.1K - $23.9K
|
596K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.02% |
$478 - $596
|
156K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-126K- 89.01% |
$2.4M - $3M
|
15.5K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.78K- 8.55% |
$53.1K - $66.3K
|
29.8K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5- 0.04% |
$95.5 - $119
|
12.3K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
491+ 1.66% |
$9.38K - $11.7K
|
30.1K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$1.26M - $1.57M
|
66K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2KNew |
$214K - $267K
|
11.2K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.46K+ 2.56% |
$85.2K - $106K
|
179K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.04K- 13.57% |
$173K - $215K
|
57.6K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 2.22% |
$28.2K - $35.1K
|
68.1K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562K- 6.24% |
$10.7M - $13.4M
|
8.45M
$205M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.9K
$435K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-210- 0.92% |
$4.01K - $5K
|
22.5K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-168K- 16.57% |
$3.2M - $4M
|
844K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-93- 0.07% |
$1.78K - $2.22K
|
132K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.89K- 1.54% |
$55.3K - $69K
|
185K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$1.55M - $1.93M
|
81K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.27% |
$592 - $739
|
11.6K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-960- 0.7% |
$18.3K - $22.9K
|
136K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.96% |
$30.5K - $38.1K
|
52.4K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.03K- 1.32% |
$77K - $96.1K
|
302K
$7.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-563- 1.42% |
$10.8K - $13.4K
|
39.2K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-546- 0.79% |
$10.4K - $13K
|
68.8K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17KNew |
$325K - $405K
|
17K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.26K- 10.16% |
$24.1K - $30K
|
11.1K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
212+ 2.31% |
$4.05K - $5.05K
|
9.38K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-352- 0.27% |
$6.72K - $8.39K
|
129K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.91K- 5.18% |
$55.5K - $69.3K
|
53.2K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.63K- 5.44% |
$108K - $134K
|
97.8K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.8K- 2.06% |
$283K - $353K
|
704K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-90- 0.07% |
$1.72K - $2.14K
|
129K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
186K+ 6.04% |
$3.56M - $4.44M
|
3.27M
$79.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-544- 2.45% |
$10.4K - $13K
|
21.6K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.56K+ 0.15% |
$29.9K - $37.3K
|
1.06M
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$210 - $262
|
15.7K
$381K
|