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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.35K+ 8.74% |
$179K - $223K
|
116K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17K+ 175.76% |
$325K - $406K
|
26.7K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10.8K- 5.16% |
$207K - $258K
|
199K
$4.84M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 18.24% |
$59.2K - $73.8K
|
13.9K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 0.09% |
$554 - $691
|
32.9K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
996+ 33.2% |
$19K - $23.7K
|
4K
$97K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.29K+ 4.45% |
$82K - $102K
|
101K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.6K- 20.82% |
$259K - $323K
|
51.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 0.22% |
$9.55K - $11.9K
|
227K
$5.5M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.04% |
$478 - $596
|
66.7K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
25.4K+ 52.08% |
$485K - $605K
|
74.1K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 11.6% |
$22.4K - $27.9K
|
11.3K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-276- 1.6% |
$5.27K - $6.58K
|
17K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.93K+ 2.42% |
$75K - $93.6K
|
166K
$4.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.93K+ 20.66% |
$75K - $93.5K
|
22.9K
$557K
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
18.4K+ 13.09% |
$352K - $439K
|
159K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.19K- 1.95% |
$79.9K - $99.7K
|
211K
$5.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.1K- 19.0% |
$308K - $384K
|
68.8K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10+ 0.27% |
$191 - $238
|
3.67K
$89K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.2K+ 16.72% |
$576K - $719K
|
211K
$5.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-16.4K- 2.57% |
$314K - $392K
|
624K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.9K+ 4.34% |
$74.5K - $93K
|
93.9K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.69K- 9.91% |
$32.2K - $40.2K
|
15.3K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32K+ 0.97% |
$44.4K - $55.3K
|
241K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 0.06% |
$439 - $548
|
35.5K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-90.7K- 50.26% |
$1.73M - $2.16M
|
89.8K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30.8K+ 1.3% |
$588K - $734K
|
2.4M
$58.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.45K- 9.26% |
$46.7K - $58.3K
|
24K
$582K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 0.41% |
$6.21K - $7.74K
|
78.8K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.6K- 3.52% |
$68.7K - $85.7K
|
98.7K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 31.87% |
$1.21M - $1.51M
|
263K
$6.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.2K+ 3.27% |
$329K - $410K
|
544K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.94K- 13.03% |
$75.3K - $93.9K
|
26.3K
$639K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.5K- 1.78% |
$66.8K - $83.4K
|
193K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22KNew |
$420K - $524K
|
22K
$534K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15.5K+ 15.44% |
$296K - $370K
|
116K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
175+ 0.98% |
$3.34K - $4.17K
|
18.1K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.89K- 13.48% |
$55.1K - $68.7K
|
18.5K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.62K+ 0.42% |
$69K - $86.1K
|
862K
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$194K - $242K
|
10.2K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.4K+ 3.32% |
$313K - $390K
|
509K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-398- 2.86% |
$7.6K - $9.48K
|
13.5K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165K+ 7.88% |
$3.15M - $3.93M
|
2.26M
$54.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
690+ 0.42% |
$13.2K - $16.4K
|
163K
$3.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
22New |
$420 - $524
|
22
$534
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-41.3K- 11.3% |
$788K - $983K
|
324K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.24% |
$21.1K - $26.3K
|
87.6K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.28K+ 6.9% |
$62.6K - $78K
|
50.8K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.44K- 1.56% |
$161K - $201K
|
532K
$12.9M
|