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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-542- 5.58% |
$31.2K - $34.3K
|
9.17K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-495- 0.57% |
$28.5K - $31.3K
|
86.9K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 15.78% |
$21K - $23K
|
1.94K
$47.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-150- 3.92% |
$8.64K - $9.5K
|
3.67K
$90.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-128- 2.21% |
$7.37K - $8.1K
|
5.66K
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 30.53% |
$1.67K - $1.84K
|
66
$1.62K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-4- 0.03% |
$230 - $253
|
15.2K
$374K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.4K- 92.69% |
$4.12M - $4.6M
|
5.95K
$146K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.11KClosed |
$225K - $251K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.78K- 28.77% |
$97.3K - $109K
|
4.41K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.38K- 27.37% |
$75.5K - $84.4K
|
3.67K
$90K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-631- 3.99% |
$34.5K - $38.5K
|
15.2K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-510- 4.3% |
$27.9K - $31.1K
|
11.3K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$21.8K - $24.4K
|
100
$2.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-374- 97.4% |
$20.4K - $22.8K
|
10
$245
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-189- 48.09% |
$10.3K - $11.5K
|
204
$5K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-186- 5.12% |
$10.2K - $11.4K
|
3.45K
$84.6K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-54.5K- 12.79% |
$2.6M - $3.05M
|
372K
$9.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.73K- 11.13% |
$130K - $153K
|
21.8K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-2.42K- 1.5% |
$115K - $135K
|
159K
$3.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.36K- 1.15% |
$112K - $132K
|
203K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.24K- 18.04% |
$107K - $125K
|
10.2K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-1.28K- 3.5% |
$60.9K - $71.6K
|
35.2K
$864K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-633- 1.92% |
$30.1K - $35.4K
|
32.4K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-315- 2.87% |
$15K - $17.6K
|
10.7K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 10.5% |
$1.19K - $1.4K
|
213
$5.22K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.5K- 2.95% |
$769K - $831K
|
509K
$12.5M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-10.6K- 28.93% |
$526K - $568K
|
26.1K
$639K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.67K- 18.32% |
$133K - $143K
|
11.9K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.57K- 0.85% |
$77.7K - $83.9K
|
183K
$4.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-949- 12.14% |
$47.1K - $50.8K
|
6.87K
$168K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-875- 12.52% |
$43.4K - $46.9K
|
6.12K
$150K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-785- 1.8% |
$38.9K - $42.1K
|
42.9K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-300- 1.52% |
$14.9K - $16.1K
|
19.4K
$476K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 87.5% |
$8.68K - $9.37K
|
25
$613
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12- 0.06% |
$595 - $643
|
20.3K
$498K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 84.26% |
$1.29M - $1.42M
|
5.13K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.88K- 20.24% |
$324K - $356K
|
27.1K
$665K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14K- 5.28% |
$289K - $317K
|
110K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.84K- 19.9% |
$228K - $250K
|
19.5K
$478K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.63K- 29.65% |
$124K - $136K
|
6.25K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.11K- 9.26% |
$52.3K - $57.4K
|
10.9K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-911- 1.36% |
$42.9K - $47.1K
|
66.2K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-561- 1.07% |
$26.4K - $29K
|
51.8K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-391- 2.4% |
$18.4K - $20.2K
|
15.9K
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-343- 0.63% |
$16.1K - $17.7K
|
54.2K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-309- 4.55% |
$14.5K - $16K
|
6.48K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 17.05% |
$14.1K - $15.5K
|
1.46K
$35.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-129- 7.12% |
$6.07K - $6.67K
|
1.68K
$41.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-56- 1.23% |
$2.64K - $2.9K
|
4.5K
$110K
|
|