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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4M- 69.22% |
$84.9M - $95M
|
1.78M
$38.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$25.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-75.3K- 67.61% |
$1.6M - $1.79M
|
36.1K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.6K- 20.21% |
$947K - $1.06M
|
176K
$3.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43.8K- 2.97% |
$930K - $1.04M
|
1.43M
$30.7M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19K- 2.58% |
$404K - $451K
|
719K
$15.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.9K- 2.68% |
$316K - $354K
|
541K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.2K- 1.78% |
$302K - $338K
|
786K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.14% |
$229K - $256K
|
107K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.97K- 44.05% |
$169K - $189K
|
10.1K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.55K- 3.56% |
$96.7K - $108K
|
123K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.73K- 3.06% |
$79.1K - $88.5K
|
118K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.69K- 12.48% |
$78.3K - $87.6K
|
25.9K
$554K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 4.16% |
$78.3K - $87.6K
|
84.9K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.16K- 2.96% |
$67K - $75K
|
103K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.66K- 2.45% |
$56.6K - $63.3K
|
106K
$2.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.49K- 1.24% |
$52.8K - $59K
|
197K
$4.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 1.35% |
$42.4K - $47.4K
|
146K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.98K- 1.23% |
$42.1K - $47K
|
159K
$3.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.72K- 2.17% |
$36.6K - $40.9K
|
77.7K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.33K- 2.2% |
$28.2K - $31.6K
|
59.1K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.18K- 18.13% |
$25K - $27.9K
|
5.31K
$114K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-565- 53.05% |
$12K - $13.4K
|
500
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-335- 0.23% |
$7.11K - $7.96K
|
148K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-230- 1.1% |
$4.88K - $5.46K
|
20.7K
$445K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 0.02% |
$2.12K - $2.38K
|
459K
$9.84M
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-22.7M- 98.01% |
$500M - $1.52B
|
460K
$9.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.73M- 95.4% |
$104M - $316M
|
228K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-549K- 66.04% |
$12.1M - $36.7M
|
282K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53.3K- 33.61% |
$1.17M - $3.56M
|
105K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 6.31% |
$628K - $1.91M
|
424K
$9.08M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-21.5K- 45.47% |
$474K - $1.44M
|
25.8K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.27K- 93.77% |
$160K - $486K
|
483
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.85K- 3.41% |
$107K - $324K
|
137K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.73K- 9.29% |
$104K - $316K
|
46.2K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.53K- 20.39% |
$99.7K - $303K
|
17.7K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.8K- 12.28% |
$83.6K - $254K
|
27.1K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.31K- 24.8% |
$72.8K - $221K
|
10K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.08K- 0.24% |
$45.7K - $139K
|
867K
$18.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.55KClosed |
$34.2K - $104K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.14K- 3.14% |
$25.1K - $76.2K
|
35.1K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-411- 4.27% |
$9.05K - $27.5K
|
9.22K
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-313- 3.06% |
$6.89K - $20.9K
|
9.92K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-282- 27.78% |
$6.21K - $18.8K
|
733
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-205- 71.93% |
$4.51K - $13.7K
|
80
$1.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-102- 98.08% |
$2.25K - $6.82K
|
2
$42.9
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.8K- 82.04% |
$828K - $919K
|
3.02K
$64.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.62K- 3.14% |
$157K - $174K
|
80.8K
$1.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49K- 45.1% |
$149K - $166K
|
3.03K
$64.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$692K
|
|