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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.73M- 95.4% |
$104M - $316M
|
228K
$5.36M
|
|
|
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
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.94K- 99.71% |
$175K - $530K
|
23
$540
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.27K- 93.77% |
$160K - $486K
|
483
$11.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.85K- 3.41% |
$107K - $324K
|
137K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.73K- 9.29% |
$104K - $316K
|
46.2K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.8K- 12.28% |
$83.6K - $254K
|
27.1K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.31K- 24.8% |
$72.8K - $221K
|
10K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-313- 3.06% |
$6.89K - $20.9K
|
9.92K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-282- 27.78% |
$6.21K - $18.8K
|
733
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-205- 71.93% |
$4.51K - $13.7K
|
80
$1.88K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-570K- 2.69% |
$34.2M - $37.9M
|
20.6M
$484M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-346K- 23.25% |
$20.7M - $23M
|
1.14M
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-137K- 32.85% |
$8.24M - $9.15M
|
281K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-116K- 1.87% |
$6.93M - $7.7M
|
6.06M
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-116K- 2.97% |
$6.93M - $7.69M
|
3.78M
$88.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.6K- 93.44% |
$3.87M - $4.3M
|
4.54K
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-61.9K- 1.87% |
$3.71M - $4.12M
|
3.24M
$76.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-60.8K- 51.69% |
$3.65M - $4.05M
|
56.8K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 5.76% |
$2.48M - $2.75M
|
676K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40K- 14.16% |
$2.4M - $2.66M
|
242K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.7K- 9.77% |
$1.72M - $1.91M
|
265K
$6.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.3K- 4.66% |
$1.46M - $1.62M
|
497K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-23.4K- 25.28% |
$1.4M - $1.56M
|
69.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.3K- 9.89% |
$1.4M - $1.55M
|
212K
$4.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.3K- 15.43% |
$1.4M - $1.55M
|
128K
$3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-21.9K- 1.21% |
$1.31M - $1.45M
|
1.79M
$42.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 1.99% |
$1.28M - $1.42M
|
1.05M
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-21.1K- 15.91% |
$1.27M - $1.41M
|
112K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20.6K- 33.88% |
$1.23M - $1.37M
|
40.2K
$943K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-19.2K- 5.61% |
$1.15M - $1.28M
|
323K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.9K- 10.29% |
$1.07M - $1.19M
|
156K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 4.74% |
$936K - $1.04M
|
314K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.7K- 1.43% |
$878K - $975K
|
1.01M
$23.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.8K- 82.04% |
$828K - $919K
|
3.02K
$71K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.1K- 35.53% |
$785K - $872K
|
23.8K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10.9K- 20.19% |
$651K - $722K
|
42.9K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 0.85% |
$631K - $701K
|
1.23M
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 1.02% |
$629K - $699K
|
1.02M
$24M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.2K- 12.63% |
$610K - $677K
|
70.4K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.1K- 4.62% |
$546K - $606K
|
188K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.59K- 3.21% |
$515K - $571K
|
259K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.31K- 40.18% |
$438K - $486K
|
10.9K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-7.2K- 66.67% |
$431K - $479K
|
3.6K
$84.5K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.89K- 10.4% |
$353K - $392K
|
50.7K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 27.54% |
$341K - $379K
|
15K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.16K- 1.29% |
$309K - $343K
|
395K
$9.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.51K- 2.32% |
$270K - $300K
|
190K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.44K- 34.34% |
$266K - $295K
|
8.49K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.39K- 19.28% |
$263K - $292K
|
18.4K
$431K
|
|