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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.59K- 2.79% |
$95.1K - $106K
|
55.4K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.56K- 5.63% |
$93.6K - $104K
|
26.2K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.56K- 2.36% |
$93.4K - $104K
|
64.4K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.55K- 9.79% |
$93K - $103K
|
14.3K
$328K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 0.9% |
$92.8K - $103K
|
171K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.54K- 5.59% |
$92.5K - $103K
|
26.1K
$598K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.52K- 26.02% |
$91K - $101K
|
4.32K
$99K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.48K- 4.38% |
$88.9K - $98.7K
|
32.4K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.45K- 8.52% |
$86.6K - $96.1K
|
15.5K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.44K- 1.03% |
$86.5K - $96.1K
|
139K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.42K- 0.55% |
$84.9K - $94.2K
|
256K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.37K- 4.09% |
$82.3K - $91.4K
|
32.3K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.34K- 0.83% |
$80.2K - $89K
|
159K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 22.28% |
$79.9K - $88.7K
|
4.65K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.29K- 0.61% |
$77.5K - $86K
|
210K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 0.85% |
$77.4K - $85.9K
|
151K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.29K- 24.48% |
$77.4K - $85.9K
|
3.99K
$91.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.27K- 4.25% |
$76.3K - $84.7K
|
28.7K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.27K- 3.46% |
$76.1K - $84.4K
|
35.4K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 11.16% |
$74.1K - $82.3K
|
9.85K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.23K- 2.6% |
$74K - $82.1K
|
46.3K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$74K - $82.1K
|
40.7K
$935K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.21K- 3.41% |
$72.4K - $80.4K
|
34.2K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.17K- 1.57% |
$69.8K - $77.5K
|
73K
$1.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.16K- 1.16% |
$69.4K - $77K
|
98.4K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.16K- 8.52% |
$69.3K - $76.9K
|
12.4K
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.15K- 6.08% |
$69.2K - $76.8K
|
17.8K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 5.14% |
$68.1K - $75.6K
|
21K
$481K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.13K- 2.61% |
$67.8K - $75.2K
|
42.2K
$969K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.12K- 4.77% |
$66.9K - $74.2K
|
22.3K
$512K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.12K- 0.41% |
$66.8K - $74.2K
|
268K
$6.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.1K- 4.64% |
$65.7K - $72.9K
|
22.5K
$517K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 1.87% |
$64.8K - $71.9K
|
56.6K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.07K- 1.6% |
$64.3K - $71.4K
|
65.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 12.15% |
$63.7K - $70.7K
|
7.69K
$176K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.06K- 0.52% |
$63.4K - $70.4K
|
203K
$4.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.57% |
$63.2K - $70.2K
|
66.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.05K- 0.89% |
$63K - $69.9K
|
118K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.05K- 4.82% |
$62.7K - $69.6K
|
20.7K
$474K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.04K- 1.79% |
$62.3K - $69.2K
|
57.1K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.02K- 2.73% |
$61.1K - $67.9K
|
36.3K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 12.56% |
$60.5K - $67.1K
|
7.03K
$161K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-982- 2.73% |
$58.9K - $65.3K
|
35K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-955- 1.7% |
$57.2K - $63.5K
|
55.1K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-954- 3.05% |
$57.2K - $63.5K
|
30.3K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-952- 20.16% |
$57.1K - $63.3K
|
3.77K
$86.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-927- 13.51% |
$55.6K - $61.7K
|
5.93K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-927- 2.55% |
$55.6K - $61.7K
|
35.4K
$813K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-915- 1.43% |
$54.8K - $60.9K
|
62.9K
$1.44M
|