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 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-41.5K- 16.61% |
$989K - $1.07M
|
208K
$5.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.3K- 6.77% |
$960K - $1.04M
|
556K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39.5K- 59.77% |
$940K - $1.02M
|
26.6K
$686K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.3K- 8.69% |
$935K - $1.01M
|
412K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 5.58% |
$915K - $992K
|
650K
$16.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-38.3K- 30.33% |
$913K - $990K
|
88K
$2.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.4K- 2.58% |
$844K - $915K
|
1.34M
$34.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34.9K- 1.07% |
$832K - $902K
|
3.24M
$83.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.3K- 3.09% |
$818K - $887K
|
1.08M
$27.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-33.7K- 33.69% |
$803K - $871K
|
66.3K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-33.2K- 18.85% |
$792K - $859K
|
143K
$3.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-31.9K- 19.98% |
$759K - $823K
|
128K
$3.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-31.7K- 5.11% |
$756K - $820K
|
589K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29.9K- 0.94% |
$712K - $773K
|
3.15M
$81.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29K- 5.71% |
$690K - $748K
|
478K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 28.18% |
$664K - $721K
|
71.1K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.9K- 21.67% |
$640K - $694K
|
97.1K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-25.3K- 22.27% |
$602K - $653K
|
88.2K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.3K- 22.27% |
$602K - $653K
|
88.2K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 3.31% |
$598K - $649K
|
733K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-24.1K- 1.29% |
$573K - $622K
|
1.84M
$47.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.5K- 6.81% |
$560K - $608K
|
322K
$8.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.5K- 0.19% |
$559K - $607K
|
12.2M
$315M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.3K- 7.72% |
$556K - $603K
|
279K
$7.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.2K- 2.23% |
$552K - $599K
|
1.02M
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-22.7K- 2.44% |
$541K - $587K
|
909K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-22.3K- 3.37% |
$531K - $576K
|
640K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.7K- 43.58% |
$517K - $561K
|
28.1K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-21.3K- 3.9% |
$506K - $549K
|
525K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.2K- 2.49% |
$506K - $549K
|
831K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.8% |
$491K - $533K
|
1.12M
$29M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-19.5K- 13.03% |
$465K - $504K
|
130K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-19.5K- 3.22% |
$464K - $503K
|
585K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 4.69% |
$445K - $483K
|
380K
$9.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.5K- 8.17% |
$441K - $479K
|
208K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 18.75% |
$439K - $476K
|
79.8K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-18.2K- 35.63% |
$434K - $470K
|
32.9K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-17.5K- 6.51% |
$417K - $452K
|
251K
$6.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-17.5K- 1.61% |
$416K - $452K
|
1.07M
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-17.5K- 5.36% |
$416K - $451K
|
308K
$7.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17K- 12.33% |
$405K - $439K
|
121K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16.7K- 44.98% |
$397K - $430K
|
20.4K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-16.5K- 0.6% |
$393K - $426K
|
2.72M
$70.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16.3K- 13.43% |
$389K - $422K
|
105K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.9K- 59.39% |
$379K - $411K
|
10.9K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.3K- 41.56% |
$365K - $396K
|
21.5K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.2K- 7.18% |
$361K - $391K
|
196K
$5.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-15K- 4.39% |
$358K - $388K
|
327K
$8.45M
|
|