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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-2.27M- 70.92% |
$43.4M - $54.1M
|
931K
$22.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.07M- 3.54% |
$39.4M - $49.2M
|
56.4M
$1.38B
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.75M- 49.67% |
$33.5M - $41.8M
|
1.78M
$43.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-831K- 64.78% |
$15.9M - $19.8M
|
452K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562K- 6.24% |
$10.7M - $13.4M
|
8.45M
$207M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-417K- 21.42% |
$7.97M - $9.94M
|
1.53M
$37.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-403K- 91.43% |
$7.69M - $9.6M
|
37.8K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-387K- 69.45% |
$7.39M - $9.22M
|
170K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-369K- 8.35% |
$7.05M - $8.8M
|
4.05M
$99.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-316K- 4.97% |
$6.04M - $7.53M
|
6.05M
$148M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-304K- 33.42% |
$5.8M - $7.23M
|
605K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-246K- 26.32% |
$4.7M - $5.86M
|
689K
$16.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-245K- 70.89% |
$4.68M - $5.84M
|
101K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-245K- 8.41% |
$4.68M - $5.83M
|
2.66M
$65.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-241K- 13.55% |
$4.6M - $5.74M
|
1.54M
$37.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-240K- 2.67% |
$4.59M - $5.73M
|
8.78M
$215M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-196K- 2.47% |
$3.75M - $4.68M
|
7.74M
$190M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186K- 4.78% |
$3.55M - $4.42M
|
3.7M
$90.7M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-185K- 49.49% |
$3.54M - $4.41M
|
189K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-168K- 16.57% |
$3.2M - $4M
|
844K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-149K- 52.13% |
$2.85M - $3.55M
|
137K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-147K- 5.31% |
$2.8M - $3.49M
|
2.62M
$64.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-126K- 25.5% |
$2.41M - $3.01M
|
369K
$9.06M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-126K- 89.01% |
$2.4M - $3M
|
15.5K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-121K- 39.45% |
$2.31M - $2.88M
|
185K
$4.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-104K- 1.66% |
$1.99M - $2.48M
|
6.17M
$151M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-99.2K- 4.67% |
$1.89M - $2.36M
|
2.03M
$49.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-96.4K- 5.99% |
$1.84M - $2.3M
|
1.51M
$37.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-94.4K- 5.07% |
$1.8M - $2.25M
|
1.77M
$43.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-93.6K- 88.09% |
$1.79M - $2.23M
|
12.7K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-90.7K- 50.26% |
$1.73M - $2.16M
|
89.8K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-86.3K- 14.3% |
$1.65M - $2.06M
|
517K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-84.1K- 24.59% |
$1.61M - $2M
|
258K
$6.33M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-82.5K- 49.43% |
$1.58M - $1.97M
|
84.4K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-80.1K- 7.97% |
$1.53M - $1.91M
|
924K
$22.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-79.7K- 54.87% |
$1.52M - $1.9M
|
65.6K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-75.1K- 12.91% |
$1.43M - $1.79M
|
507K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-68.4K- 8.47% |
$1.31M - $1.63M
|
739K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-60.5K- 5.7% |
$1.16M - $1.44M
|
1M
$24.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-59.5K- 98.43% |
$1.14M - $1.42M
|
950
$23.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.4K- 20.88% |
$1.12M - $1.39M
|
221K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-58.4K- 5.02% |
$1.12M - $1.39M
|
1.1M
$27.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-54.6K- 41.4% |
$1.04M - $1.3M
|
77.3K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-52.9K- 5.03% |
$1.01M - $1.26M
|
998K
$24.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.4K- 9.01% |
$982K - $1.23M
|
519K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50.6K- 1.98% |
$966K - $1.21M
|
2.51M
$61.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45.5K- 15.03% |
$869K - $1.08M
|
257K
$6.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-44.6K- 9.0% |
$853K - $1.06M
|
451K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-43.9K- 26.51% |
$838K - $1.05M
|
122K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-43.7K- 2.6% |
$835K - $1.04M
|
1.64M
$40.2M
|