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 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
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
78.9KNew |
$1.68M - $1.87M
|
78.9K
$1.92M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87K+ 2.17% |
$39.6K - $44.3K
|
87.7K
$2.13M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.2KNew |
$281K - $314K
|
13.2K
$321K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$3.1M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-340K- 68.64% |
$7.21M - $8.06M
|
155K
$3.77M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
324K+ 102.88% |
$6.88M - $7.7M
|
639K
$15.5M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.33K- 9.76% |
$28.1K - $31.5K
|
12.2K
$297K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 60.77% |
$434K - $486K
|
13.2K
$321K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.6KNew |
$416K - $465K
|
19.6K
$475K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
893+ 5.18% |
$19K - $21.2K
|
18.1K
$440K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-874- 0.63% |
$18.6K - $20.8K
|
139K
$3.37M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
96.2KNew |
$2.04M - $2.29M
|
96.2K
$2.34M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.7K- 67.09% |
$1.35M - $1.51M
|
31.2K
$759K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-67- 0.3% |
$1.42K - $1.59K
|
22.4K
$545K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
140+ 8.57% |
$2.97K - $3.33K
|
1.77K
$43K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18K- 1.14% |
$382K - $427K
|
1.56M
$37.9M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
252+ 5.96% |
$5.35K - $5.99K
|
4.48K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-27.9K- 24.22% |
$592K - $663K
|
87.3K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 13.82% |
$132K - $147K
|
51.1K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-521- 0.42% |
$11.1K - $12.4K
|
125K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.16% |
$318 - $356
|
9.64K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.78K+ 0.89% |
$37.7K - $42.2K
|
202K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12- 0.06% |
$255 - $285
|
19.3K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.19K+ 11.66% |
$46.5K - $52.1K
|
21K
$510K
|
|