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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.67K+ 5.42% |
$39.8K - $43.2K
|
32.5K
$839K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
34K+ 29.32% |
$810K - $879K
|
150K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.9K+ 0.37% |
$188K - $204K
|
2.14M
$55.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-9.39K- 2.08% |
$224K - $243K
|
442K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-530- 0.16% |
$12.6K - $13.7K
|
326K
$8.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.02% |
$905 - $982
|
233K
$6.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32.1K+ 27.44% |
$765K - $830K
|
149K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.67K+ 2.98% |
$183K - $198K
|
265K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
923+ 0.73% |
$22K - $23.9K
|
127K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
151KNew |
$3.6M - $3.91M
|
151K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.9K+ 33.04% |
$1.9M - $2.06M
|
322K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-24.1K- 1.29% |
$573K - $622K
|
1.84M
$47.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 0.41% |
$24.2K - $26.3K
|
249K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.08K+ 1.31% |
$25.8K - $28K
|
83.7K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
168+ 0.54% |
$4K - $4.34K
|
31.2K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
220+ 1.12% |
$5.24K - $5.68K
|
19.8K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.34K- 3.38% |
$199K - $216K
|
238K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-115- 1.39% |
$2.74K - $2.97K
|
8.17K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
315+ 3.61% |
$7.5K - $8.14K
|
9.03K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.54K+ 54.95% |
$179K - $195K
|
21.2K
$549K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.6K+ 19.76% |
$300K - $325K
|
76.3K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.08% |
$191 - $207
|
10.5K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
28+ 0.29% |
$667 - $724
|
9.7K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.3K+ 34.04% |
$1.72M - $1.87M
|
285K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
54+ 0.05% |
$1.29K - $1.4K
|
116K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-96- 0.93% |
$2.29K - $2.48K
|
10.2K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-10.8K- 2.31% |
$258K - $280K
|
459K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.26% |
$23.8 - $25.8
|
387
$9.99K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.62K+ 3.45% |
$62.3K - $67.6K
|
78.5K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$204K - $221K
|
8.55K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
20.1KNew |
$479K - $520K
|
20.1K
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.32% |
$95.3 - $103
|
1.26K
$32.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-570- 0.36% |
$13.6K - $14.7K
|
159K
$4.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
961+ 0.65% |
$22.9K - $24.8K
|
149K
$3.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-132K- 8.73% |
$3.15M - $3.42M
|
1.38M
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-996- 1.58% |
$23.7K - $25.7K
|
62K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-53- 0.2% |
$1.26K - $1.37K
|
26.9K
$695K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-150- 0.88% |
$3.57K - $3.88K
|
16.8K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 16.24% |
$4.71M - $5.11M
|
1.41M
$36.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.3K- 8.69% |
$935K - $1.01M
|
412K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
634+ 0.44% |
$15.1K - $16.4K
|
145K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.1KNew |
$1.03M - $1.11M
|
43.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.27% |
$738 - $801
|
11.6K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-4- 0.04% |
$95.3 - $103
|
8.91K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.2K- 2.23% |
$552K - $599K
|
1.02M
$26.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.08K+ 1.21% |
$25.8K - $28K
|
90.8K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.91K+ 60.53% |
$188K - $204K
|
21K
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
746New |
$17.8K - $19.3K
|
746
$19.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.9K+ 626.35% |
$1.05M - $1.13M
|
50.9K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
277+ 1.84% |
$6.6K - $7.16K
|
15.3K
$396K
|
|