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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-307- 1.21% |
$6.52K - $7.29K
|
25.1K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-300- 1.93% |
$6.37K - $7.13K
|
15.3K
$375K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-277- 0.37% |
$5.88K - $6.58K
|
75.3K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-277- 0.03% |
$5.88K - $6.58K
|
1.08M
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-263- 0.06% |
$5.58K - $6.25K
|
417K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-211- 57.34% |
$4.48K - $5.01K
|
157
$3.85K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-175- 1.41% |
$3.72K - $4.16K
|
12.2K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-162- 0.37% |
$3.44K - $3.85K
|
43.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-148- 1.71% |
$3.14K - $3.52K
|
8.51K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 0.65% |
$2.65K - $2.97K
|
19K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-114- 1.2% |
$2.42K - $2.71K
|
9.35K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 78.72% |
$2.36K - $2.64K
|
30
$736
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-108- 0.18% |
$2.29K - $2.57K
|
61.2K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-98- 16.39% |
$2.08K - $2.33K
|
500
$12.3K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-91- 0.47% |
$1.93K - $2.16K
|
19.4K
$477K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-67- 0.3% |
$1.42K - $1.59K
|
22.4K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-44- 0.16% |
$934 - $1.05K
|
27.6K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 0.36% |
$870 - $974
|
11.3K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-40- 0.31% |
$849 - $950
|
13.1K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-39- 0.12% |
$828 - $926
|
31.6K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-36- 0.27% |
$764 - $855
|
13.4K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-25- 0.11% |
$531 - $594
|
23.4K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12- 0.06% |
$255 - $285
|
19.3K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12- 0.03% |
$255 - $285
|
44.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3- -0.0% |
$63.7 - $71.3
|
128K
$3.15M
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.27K- 93.77% |
$160K - $486K
|
483
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.8K- 12.28% |
$83.6K - $254K
|
27.1K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.31K- 24.8% |
$72.8K - $221K
|
10K
$246K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.55KClosed |
$34.2K - $104K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-313- 3.06% |
$6.89K - $20.9K
|
9.92K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-205- 71.93% |
$4.51K - $13.7K
|
80
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-102- 98.08% |
$2.25K - $6.82K
|
2
$49.1
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.8K- 82.04% |
$828K - $919K
|
3.02K
$74.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.62K- 3.14% |
$157K - $174K
|
80.8K
$1.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49K- 45.1% |
$149K - $166K
|
3.03K
$74.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$791K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-787- 0.63% |
$47.2K - $52.4K
|
124K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-351- 7.54% |
$21K - $23.3K
|
4.3K
$106K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-342- 0.68% |
$20.5K - $22.7K
|
50.3K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-298- 0.55% |
$17.9K - $19.8K
|
53.8K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-148Closed |
$8.87K - $9.84K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$86.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-18- 0.55% |
$1.08K - $1.2K
|
3.26K
$79.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$3.24K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
11K
$271K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38.4K- 59.95% |
$2.21M - $2.43M
|
25.7K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.85K- 25.4% |
$221K - $244K
|
11.3K
$277K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.54K- 5.88% |
$146K - $161K
|
40.6K
$996K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-2.52K- 25.81% |
$145K - $160K
|
7.25K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-763- 7.97% |
$43.9K - $48.3K
|
8.81K
$216K
|
|