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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 22.66% |
$604K - $670K
|
34.4K
$789K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10K- 1.06% |
$600K - $666K
|
931K
$21.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.96K- 4.24% |
$597K - $662K
|
225K
$5.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.71K- 2.48% |
$582K - $646K
|
383K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.59K- 4.1% |
$574K - $638K
|
224K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.31K- 1.68% |
$558K - $619K
|
546K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.1K- 4.62% |
$546K - $606K
|
188K
$4.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.74K- 1.81% |
$524K - $581K
|
474K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-8.59K- 3.21% |
$515K - $571K
|
259K
$5.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.34K- 5.4% |
$440K - $488K
|
129K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.31K- 40.18% |
$438K - $486K
|
10.9K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.27K- 1.26% |
$436K - $484K
|
570K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-7.2K- 66.67% |
$431K - $479K
|
3.6K
$82.6K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.59K- 59.2% |
$395K - $438K
|
4.54K
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.38K- 3.11% |
$383K - $425K
|
199K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-6.34K- 45.6% |
$380K - $422K
|
7.57K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.02K- 1.91% |
$361K - $400K
|
309K
$7.09M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.89K- 10.4% |
$353K - $392K
|
50.7K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-5.81K- 2.51% |
$348K - $386K
|
225K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 27.54% |
$341K - $379K
|
15K
$344K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.49K- 2.16% |
$329K - $365K
|
249K
$5.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.42K- 2.1% |
$325K - $361K
|
253K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.39K- 38.07% |
$323K - $359K
|
8.77K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.22K- 12.19% |
$313K - $347K
|
37.6K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.16K- 1.29% |
$309K - $343K
|
395K
$9.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.1K- 4.42% |
$306K - $339K
|
110K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.09K- 2.46% |
$305K - $338K
|
202K
$4.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 4.29% |
$297K - $330K
|
111K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.91K- 10.13% |
$294K - $327K
|
43.6K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.82K- 57.71% |
$289K - $321K
|
3.53K
$81.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.75K- 1.43% |
$285K - $316K
|
328K
$7.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.7K- 15.34% |
$282K - $313K
|
25.9K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.67K- 6.61% |
$280K - $310K
|
65.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.64K- 21.41% |
$278K - $309K
|
17K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.51K- 2.32% |
$270K - $300K
|
190K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.44K- 34.34% |
$266K - $295K
|
8.49K
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.39K- 19.28% |
$263K - $292K
|
18.4K
$421K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.29K- 3.7% |
$257K - $285K
|
112K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.17K- 23.89% |
$250K - $278K
|
13.3K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.07K- 5.1% |
$244K - $271K
|
75.8K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.05K- 3.42% |
$243K - $270K
|
115K
$2.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4K- 22.82% |
$240K - $266K
|
13.5K
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.98K- 7.43% |
$238K - $264K
|
49.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.97K- 6.0% |
$238K - $264K
|
62.2K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.91K- 27.47% |
$235K - $260K
|
10.3K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.88K- 54.09% |
$232K - $258K
|
3.29K
$75.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.76K- 28.28% |
$225K - $250K
|
9.54K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.74K- 19.43% |
$224K - $249K
|
15.5K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.65K- 1.71% |
$219K - $243K
|
210K
$4.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.64K- 1.87% |
$218K - $242K
|
192K
$4.4M
|