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 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 2.26% |
$42.1K - $52.5K
|
99.5K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
963New |
$18.4K - $22.9K
|
963
$23.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.29% |
$516 - $643
|
9.37K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 15.97% |
$348K - $434K
|
95.8K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.12% |
$611 - $763
|
26.9K
$653K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16.4KNew |
$313K - $391K
|
16.4K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 0.68% |
$1.97K - $2.45K
|
15.2K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-22- 0.03% |
$420 - $524
|
73.7K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5+ 0.32% |
$95.5 - $119
|
1.58K
$38.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61.3K+ 2.47% |
$1.17M - $1.46M
|
2.55M
$61.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.56K- 14.54% |
$87.1K - $109K
|
26.8K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.9K+ 13.46% |
$265K - $330K
|
117K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.1K- 0.71% |
$40.1K - $50K
|
292K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.37K- 7.86% |
$26.1K - $32.5K
|
16K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.78MNew |
$130M - $162M
|
6.78M
$165M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.98KNew |
$171K - $214K
|
8.98K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.27K+ 9.9% |
$62.5K - $77.9K
|
36.3K
$882K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-756- 2.22% |
$14.4K - $18K
|
33.3K
$809K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.9K- 53.58% |
$628K - $784K
|
28.5K
$692K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$26.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.3K+ 1.87% |
$389K - $485K
|
1.11M
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 18.95% |
$50.9K - $63.5K
|
11.4K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.05K- 9.9% |
$39.2K - $48.9K
|
18.7K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-500- 0.64% |
$9.55K - $11.9K
|
77.4K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
434K+ 71.5% |
$8.28M - $10.3M
|
1.04M
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10.2K- 1.08% |
$195K - $243K
|
936K
$22.7M
|
|
|
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
|