Latest Institutional Sells of Schwab Strategic Tr Us Broad M (SCHB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-300K- 19.53% |
$7.15M - $7.76M
|
1.24M
$31.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-263K- 4.82% |
$6.27M - $6.81M
|
5.2M
$134M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-193K- 37.29% |
$4.59M - $4.98M
|
324K
$8.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155K- 4.19% |
$3.69M - $4M
|
3.54M
$91.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-78.6K- 2.23% |
$1.87M - $2.03M
|
3.45M
$88.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-77.7K- 1.59% |
$1.85M - $2.01M
|
4.81M
$124M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-76.4K- 75.96% |
$1.82M - $1.97M
|
24.2K
$622K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72.1K- 19.52% |
$1.72M - $1.86M
|
297K
$7.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-62.8K- 4.89% |
$1.5M - $1.62M
|
1.22M
$31.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56.2K- 9.61% |
$1.34M - $1.45M
|
529K
$13.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-48.9K- 5.22% |
$1.16M - $1.26M
|
887K
$22.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.3K- 6.77% |
$960K - $1.04M
|
556K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39.5K- 59.77% |
$940K - $1.02M
|
26.6K
$683K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 5.58% |
$915K - $992K
|
650K
$16.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-38.3K- 30.33% |
$913K - $990K
|
88K
$2.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.4K- 2.58% |
$844K - $915K
|
1.34M
$34.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.3K- 3.09% |
$818K - $887K
|
1.08M
$27.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-31.9K- 19.98% |
$759K - $823K
|
128K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-31.7K- 5.11% |
$756K - $820K
|
589K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29.9K- 0.94% |
$712K - $773K
|
3.15M
$81M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.9K- 21.67% |
$640K - $694K
|
97.1K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 3.31% |
$598K - $649K
|
733K
$18.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.5K- 6.81% |
$560K - $608K
|
322K
$8.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.3K- 7.72% |
$556K - $603K
|
279K
$7.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-22.7K- 2.44% |
$541K - $587K
|
909K
$23.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.7K- 43.58% |
$517K - $561K
|
28.1K
$723K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.8% |
$491K - $533K
|
1.12M
$28.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.5K- 8.17% |
$441K - $479K
|
208K
$5.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 18.75% |
$439K - $476K
|
79.8K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-18.2K- 35.63% |
$434K - $470K
|
32.9K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-17.5K- 1.61% |
$416K - $452K
|
1.07M
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-17.5K- 5.36% |
$416K - $451K
|
308K
$7.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17K- 12.33% |
$405K - $439K
|
121K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16.7K- 44.98% |
$397K - $430K
|
20.4K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16.3K- 13.43% |
$389K - $422K
|
105K
$2.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.9K- 59.39% |
$379K - $411K
|
10.9K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.3K- 41.56% |
$365K - $396K
|
21.5K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.2K- 7.18% |
$361K - $391K
|
196K
$5.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.3K- 7.1% |
$342K - $371K
|
188K
$4.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.2K- 2.67% |
$338K - $367K
|
518K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13.7K- 48.86% |
$326K - $353K
|
14.3K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 10.46% |
$320K - $347K
|
115K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.1K- 4.86% |
$312K - $339K
|
256K
$6.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13.1KClosed |
$311K - $337K
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 7.74% |
$301K - $326K
|
151K
$3.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.3K- 10.85% |
$294K - $319K
|
101K
$2.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 57.88% |
$284K - $308K
|
8.67K
$223K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-11.8K- 2.32% |
$281K - $305K
|
497K
$12.8M
|