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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.62M- 98.4% |
$277M - $307M
|
75.2K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-570K- 2.69% |
$34.2M - $37.9M
|
20.6M
$473M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346K- 23.25% |
$20.7M - $23M
|
1.14M
$26.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-238K- 10.65% |
$14.3M - $15.9M
|
2M
$45.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-220K- 31.07% |
$13.2M - $14.6M
|
488K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-178K- 11.67% |
$10.6M - $11.8M
|
1.34M
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-137K- 32.85% |
$8.24M - $9.15M
|
281K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-116K- 1.87% |
$6.93M - $7.7M
|
6.06M
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-116K- 2.97% |
$6.93M - $7.69M
|
3.78M
$86.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-109K- 73.47% |
$6.51M - $7.23M
|
39.2K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-72.6K- 18.14% |
$4.35M - $4.83M
|
328K
$7.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.6K- 93.44% |
$3.87M - $4.3M
|
4.54K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-63.3K- 78.39% |
$3.79M - $4.21M
|
17.5K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$74.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 5.76% |
$2.48M - $2.75M
|
676K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40K- 14.16% |
$2.4M - $2.66M
|
242K
$5.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-35.7K- 4.58% |
$2.14M - $2.38M
|
745K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.7K- 9.77% |
$1.72M - $1.91M
|
265K
$6.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 72.2% |
$1.58M - $1.75M
|
10.1K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-24.6K- 6.84% |
$1.47M - $1.64M
|
335K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.3K- 4.66% |
$1.46M - $1.62M
|
497K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-23.4K- 25.28% |
$1.4M - $1.56M
|
69.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.3K- 9.89% |
$1.4M - $1.55M
|
212K
$4.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.3K- 15.43% |
$1.4M - $1.55M
|
128K
$2.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.5K- 5.66% |
$1.35M - $1.49M
|
375K
$8.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-21.9K- 1.21% |
$1.31M - $1.45M
|
1.79M
$41.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.4K- 2.77% |
$1.28M - $1.42M
|
753K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 1.99% |
$1.28M - $1.42M
|
1.05M
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-21.1K- 15.91% |
$1.27M - $1.41M
|
112K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20.6K- 33.88% |
$1.23M - $1.37M
|
40.2K
$922K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-19.2K- 5.61% |
$1.15M - $1.28M
|
323K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.9K- 10.29% |
$1.07M - $1.19M
|
156K
$3.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.1K- 22.98% |
$965K - $1.07M
|
54K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 4.74% |
$936K - $1.04M
|
314K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15.2K- 0.68% |
$913K - $1.01M
|
2.22M
$51M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15K- 0.74% |
$901K - $1M
|
2.03M
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.7K- 1.43% |
$878K - $975K
|
1.01M
$23.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-14.4K- 1.9% |
$860K - $955K
|
741K
$17M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.8K- 82.04% |
$828K - $919K
|
3.02K
$69.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.3K- 1.23% |
$799K - $887K
|
1.07M
$24.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-13.2K- 4.44% |
$789K - $876K
|
283K
$6.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.1K- 35.53% |
$785K - $872K
|
23.8K
$546K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-12.1K- 3.43% |
$725K - $805K
|
341K
$7.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11.5K- 0.82% |
$691K - $767K
|
1.39M
$31.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 27.88% |
$685K - $760K
|
29.6K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10.9K- 20.19% |
$651K - $722K
|
42.9K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 0.85% |
$631K - $701K
|
1.23M
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 1.02% |
$629K - $699K
|
1.02M
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.63% |
$610K - $677K
|
70.4K
$1.61M
|