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
$38M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.8M- 2.98% |
$38.1M - $42.7M
|
58.4M
$1.25B
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$25M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272K- 14.45% |
$5.77M - $6.46M
|
1.61M
$34.4M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-268K- 38.46% |
$5.69M - $6.37M
|
429K
$9.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-229K- 39.85% |
$4.86M - $5.44M
|
346K
$7.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-194K- 7.06% |
$4.13M - $4.62M
|
2.56M
$54.6M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-108K- 19.71% |
$2.3M - $2.57M
|
440K
$9.4M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-108K- 47.25% |
$2.29M - $2.56M
|
120K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 37.94% |
$2.27M - $2.54M
|
175K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102K- 6.72% |
$2.16M - $2.41M
|
1.41M
$30.1M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-92.4K- 1.45% |
$1.96M - $2.19M
|
6.27M
$134M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-80.4K- 38.02% |
$1.71M - $1.91M
|
131K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-80.1K- 20.73% |
$1.7M - $1.9M
|
306K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-78.7K- 7.27% |
$1.67M - $1.87M
|
1M
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-75.3K- 67.61% |
$1.6M - $1.79M
|
36.1K
$770K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-75.1K- 3.88% |
$1.59M - $1.78M
|
1.86M
$39.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-72.8K- 9.73% |
$1.54M - $1.73M
|
675K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-72.5K- 54.2% |
$1.54M - $1.72M
|
61.3K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-66.8K- 90.52% |
$1.42M - $1.59M
|
7K
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-66.2K- 5.64% |
$1.41M - $1.57M
|
1.11M
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.6K- 3.3% |
$1.35M - $1.51M
|
1.86M
$39.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-52.1K- 31.38% |
$1.11M - $1.24M
|
114K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-51.9K- 0.87% |
$1.1M - $1.23M
|
5.91M
$126M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51.2K- 85.89% |
$1.09M - $1.22M
|
8.41K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-48K- 38.1% |
$1.02M - $1.14M
|
78.1K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-44.9K- 2.93% |
$954K - $1.07M
|
1.49M
$31.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.6K- 20.21% |
$947K - $1.06M
|
176K
$3.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-44.4K- 4.01% |
$942K - $1.05M
|
1.06M
$22.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43.8K- 2.97% |
$930K - $1.04M
|
1.43M
$30.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-42.4K- 27.68% |
$900K - $1.01M
|
111K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-39.7K- 7.41% |
$843K - $943K
|
496K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38.1K- 5.39% |
$809K - $905K
|
669K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36.9K- 1.18% |
$784K - $877K
|
3.09M
$65.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-35.3K- 3.45% |
$750K - $839K
|
987K
$21.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.8K- 0.53% |
$739K - $826K
|
6.47M
$138M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-34.7K- 12.08% |
$737K - $824K
|
253K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-34.1K- 1.16% |
$725K - $811K
|
2.91M
$62.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$30.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28.4K- 1.84% |
$603K - $675K
|
1.52M
$32.4M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-28.3K- 73.22% |
$601K - $672K
|
10.4K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26.3K- 2.44% |
$559K - $626K
|
1.05M
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.8K- 25.52% |
$547K - $612K
|
75.3K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-25.7K- 6.65% |
$547K - $611K
|
361K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24.8K- 7.18% |
$527K - $590K
|
321K
$6.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-22.6K- 32.18% |
$480K - $537K
|
47.6K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-22.3K- 1.84% |
$474K - $530K
|
1.19M
$25.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-21.5K- 27.66% |
$456K - $510K
|
56.1K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-20.6K- 9.67% |
$437K - $489K
|
192K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 13.87% |
$433K - $485K
|
127K
$2.71M
|