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 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-41.3K- 11.3% |
$788K - $983K
|
324K
$7.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.5K- 1.42% |
$774K - $966K
|
2.81M
$69M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-39.7K- 10.99% |
$759K - $947K
|
322K
$7.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-39.5K- 18.31% |
$755K - $942K
|
176K
$4.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-39.1K- 3.72% |
$747K - $932K
|
1.01M
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-39.1K- 19.85% |
$747K - $932K
|
158K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-38.3K- 34.53% |
$731K - $912K
|
72.5K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.6K- 2.59% |
$699K - $872K
|
1.38M
$33.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33.2K- 6.43% |
$633K - $790K
|
483K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.9K- 53.58% |
$628K - $784K
|
28.5K
$699K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-28.5K- 19.12% |
$543K - $678K
|
120K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-28.4K- 12.36% |
$543K - $677K
|
202K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.1K- 4.1% |
$537K - $671K
|
659K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-27.6K- 15.67% |
$527K - $658K
|
149K
$3.64M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.6K- 3.1% |
$527K - $658K
|
863K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-27.2K- 2.34% |
$519K - $647K
|
1.14M
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-23.7K- 15.29% |
$453K - $565K
|
131K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22.8K- 13.7% |
$435K - $542K
|
143K
$3.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 8.69% |
$433K - $541K
|
238K
$5.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22.3K- 91.19% |
$426K - $531K
|
2.15K
$52.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-22K- 3.22% |
$420K - $524K
|
662K
$16.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22K- 69.26% |
$420K - $524K
|
9.75K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-21.9K- 11.83% |
$418K - $522K
|
163K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-21.7K- 18.08% |
$415K - $518K
|
98.5K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-21.6K- 41.99% |
$412K - $515K
|
29.8K
$732K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21K- 6.57% |
$401K - $500K
|
298K
$7.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 2.64% |
$393K - $490K
|
758K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-19.5K- 48.67% |
$373K - $465K
|
20.6K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-19.4K- 5.58% |
$370K - $461K
|
328K
$8.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.4K- 43.0% |
$351K - $438K
|
24.3K
$597K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-18.3K- 5.31% |
$350K - $437K
|
327K
$8.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-18.2K- 50.63% |
$348K - $434K
|
17.8K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 15.97% |
$348K - $434K
|
95.8K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-17.1K- 64.74% |
$327K - $408K
|
9.33K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-16.4K- 2.57% |
$314K - $392K
|
624K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-16.2K- 19.45% |
$309K - $385K
|
66.9K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.1K- 19.0% |
$308K - $384K
|
68.8K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-15.2K- 6.94% |
$291K - $363K
|
204K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-15K- 19.94% |
$286K - $357K
|
60.1K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.9K- 10.73% |
$285K - $355K
|
124K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.8K- 2.06% |
$283K - $353K
|
704K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-14.7K- 2.77% |
$281K - $350K
|
516K
$12.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14.7K- 1.76% |
$281K - $350K
|
822K
$20.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-14K- 6.17% |
$267K - $333K
|
212K
$5.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.6K- 50.88% |
$259K - $323K
|
13.1K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.6K- 20.82% |
$259K - $323K
|
51.6K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.3K- 5.51% |
$255K - $318K
|
229K
$5.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.7K- 11.59% |
$243K - $303K
|
96.9K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12.7K- 1.07% |
$242K - $302K
|
1.18M
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 2.7% |
$219K - $274K
|
414K
$10.2M
|