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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.89K+ 12.87% |
$55.1K - $68.8K
|
25.3K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
2.59K+ 15.98% |
$49.5K - $61.7K
|
18.8K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-128- 0.19% |
$2.44K - $3.05K
|
66.2K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18K+ 17.41% |
$344K - $429K
|
121K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 0.25% |
$1.11K - $1.38K
|
23.3K
$566K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1K- 0.66% |
$19.2K - $23.9K
|
150K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
102+ 0.89% |
$1.95K - $2.43K
|
11.6K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-900- 1.26% |
$17.2K - $21.4K
|
70.6K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-1- -0.0% |
$19.1 - $23.8
|
24.8K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
8.46KNew |
$162K - $202K
|
8.46K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
280+ 0.25% |
$5.35K - $6.67K
|
114K
$2.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18K+ 7.98% |
$343K - $429K
|
243K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34.9K+ 3.31% |
$666K - $831K
|
1.09M
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-796- 2.52% |
$15.2K - $19K
|
30.8K
$748K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-27.6K- 15.67% |
$527K - $658K
|
149K
$3.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-44.6K- 9.0% |
$853K - $1.06M
|
451K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-246K- 26.32% |
$4.7M - $5.86M
|
689K
$16.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.71K+ 2.55% |
$51.7K - $64.5K
|
109K
$2.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
202K+ 17.21% |
$3.85M - $4.81M
|
1.37M
$33.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.61% |
$6.65K - $8.29K
|
13K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-153- 1.51% |
$2.92K - $3.65K
|
9.97K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.38K- 13.03% |
$45.5K - $56.8K
|
15.9K
$386K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
46+ 0.25% |
$879 - $1.1K
|
18.6K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.47K- 1.19% |
$104K - $130K
|
454K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-645- 3.34% |
$12.3K - $15.4K
|
18.7K
$454K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-7.36K- 0.75% |
$141K - $175K
|
980K
$23.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.39% |
$3.09K - $3.86K
|
42.1K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
475K+ 60.44% |
$9.07M - $11.3M
|
1.26M
$30.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-175- 0.15% |
$3.34K - $4.17K
|
118K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$880K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
447+ 4.16% |
$8.54K - $10.7K
|
11.2K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$57.3 - $71.5
|
25.9K
$628K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 1.85% |
$164K - $205K
|
472K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.02% |
$19.1 - $23.8
|
5.02K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.82K- 1.64% |
$34.8K - $43.4K
|
109K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.6% |
$344 - $429
|
3K
$72.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-114- 0.15% |
$2.18K - $2.72K
|
77.5K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.29% |
$783 - $977
|
14.1K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.26K- 12.7% |
$24K - $30K
|
8.65K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-505- 1.06% |
$9.65K - $12K
|
47.3K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-220- 8.15% |
$4.2K - $5.24K
|
2.48K
$60.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.22% |
$1.24K - $1.55K
|
29.2K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.89K+ 1.99% |
$93.3K - $116K
|
250K
$6.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
258+ 1.44% |
$4.93K - $6.15K
|
18.1K
$440K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.64K+ 1.79% |
$88.5K - $110K
|
263K
$6.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-942- 2.19% |
$18K - $22.4K
|
42.1K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
982+ 1.19% |
$18.8K - $23.4K
|
83.7K
$2.03M
|