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 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.29% |
$76.4 - $95.3
|
1.4K
$34.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
122K+ 1.95% |
$2.34M - $2.92M
|
6.41M
$156M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
83+ 0.39% |
$1.59K - $1.98K
|
21.5K
$522K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.53K- 14.52% |
$29.2K - $36.4K
|
8.99K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$1.47K - $1.83K
|
26.2K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186K- 4.78% |
$3.55M - $4.42M
|
3.7M
$89.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
87+ 0.04% |
$1.66K - $2.07K
|
197K
$4.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
975+ 0.95% |
$18.6K - $23.2K
|
104K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.7K+ 0.4% |
$490K - $612K
|
6.5M
$158M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.29% |
$649 - $810
|
11.8K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.9K+ 7.44% |
$170K - $212K
|
129K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
43.3K+ 76.46% |
$828K - $1.03M
|
100K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$260K - $324K
|
13.6K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
854+ 2.31% |
$16.3K - $20.4K
|
37.8K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.92K+ 3.84% |
$132K - $165K
|
187K
$4.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.5K- 4.85% |
$47.8K - $59.6K
|
49.1K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 6.11% |
$860 - $1.07K
|
691
$16.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.75KNew |
$167K - $209K
|
8.75K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.56K- 3.74% |
$87.1K - $109K
|
117K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 0.3% |
$2.64K - $3.29K
|
46.6K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.5KNew |
$295K - $368K
|
15.5K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 6.02% |
$24.9K - $31K
|
20.3K
$493K
|
|
|
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
|