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 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 2.7% |
$219K - $274K
|
414K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11.5K- 0.98% |
$219K - $273K
|
1.16M
$28.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.4K- 25.4% |
$217K - $271K
|
33.4K
$819K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 7.74% |
$208K - $259K
|
130K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10.8K- 5.16% |
$207K - $258K
|
199K
$4.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-10.5K- 6.03% |
$201K - $251K
|
164K
$4.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-10.5K- 10.64% |
$200K - $250K
|
88.1K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10.2K- 1.08% |
$195K - $243K
|
936K
$23M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-10.2K- 6.89% |
$195K - $243K
|
138K
$3.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.68K- 23.7% |
$185K - $231K
|
31.2K
$764K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-9.66K- 0.2% |
$184K - $230K
|
4.88M
$120M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-9.63K- 6.25% |
$184K - $229K
|
144K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.04K- 13.57% |
$173K - $215K
|
57.6K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.02K- 38.22% |
$172K - $215K
|
14.6K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-9K- 23.08% |
$172K - $214K
|
30K
$736K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.81K- 22.55% |
$168K - $210K
|
30.3K
$742K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.44K- 1.56% |
$161K - $201K
|
532K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.23K- 10.68% |
$157K - $196K
|
68.8K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.09K- 0.94% |
$154K - $193K
|
853K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.07K- 4.48% |
$154K - $192K
|
172K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.88K- 23.63% |
$150K - $188K
|
25.4K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-7.77K- 23.29% |
$148K - $185K
|
25.6K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7.75K- 2.8% |
$148K - $185K
|
269K
$6.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-7.68K- 1.61% |
$147K - $183K
|
469K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.56K- 12.13% |
$144K - $180K
|
54.8K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-7.36K- 0.75% |
$141K - $175K
|
980K
$24M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.29K- 11.78% |
$139K - $174K
|
54.6K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.25K- 2.62% |
$138K - $173K
|
270K
$6.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.1K- 0.67% |
$136K - $169K
|
1.05M
$25.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.09K- 7.89% |
$135K - $169K
|
82.7K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.06K- 6.15% |
$135K - $168K
|
108K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.05K- 2.08% |
$135K - $168K
|
333K
$8.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.04K- 10.12% |
$134K - $168K
|
62.5K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-6.95K- 26.58% |
$133K - $166K
|
19.2K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.94K- 5.56% |
$133K - $165K
|
118K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6.89K- 3.17% |
$132K - $164K
|
211K
$5.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-6.74K- 22.14% |
$129K - $161K
|
23.7K
$581K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-6.7K- 4.03% |
$128K - $160K
|
159K
$3.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-6.48K- 2.46% |
$124K - $154K
|
257K
$6.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-6.28K- 26.09% |
$120K - $150K
|
17.8K
$436K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.25K- 9.55% |
$119K - $149K
|
59.2K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.81K- 27.35% |
$111K - $138K
|
15.4K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-5.75K- 3.43% |
$110K - $137K
|
162K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.63K- 5.44% |
$108K - $134K
|
97.8K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.49K- 11.58% |
$105K - $131K
|
41.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.47K- 1.19% |
$104K - $130K
|
454K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.39K- 2.59% |
$103K - $128K
|
203K
$4.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.36K- 5.94% |
$102K - $128K
|
84.8K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.3K- 21.82% |
$101K - $126K
|
19K
$466K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.1K- 8.0% |
$97.3K - $121K
|
58.6K
$1.44M
|