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 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-900- 8.02% |
$53.9K - $59.9K
|
10.3K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-892- 0.55% |
$53.5K - $59.3K
|
162K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-864- 1.44% |
$51.8K - $57.5K
|
58.9K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-859- 15.65% |
$51.5K - $57.1K
|
4.63K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-850- 3.79% |
$50.9K - $56.5K
|
21.6K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-839- 4.75% |
$50.3K - $55.8K
|
16.8K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-834- 4.34% |
$50K - $55.5K
|
18.4K
$421K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-830- 3.13% |
$49.7K - $55.2K
|
25.7K
$590K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-808- 73.25% |
$48.4K - $53.7K
|
295
$6.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-804- 0.09% |
$48.2K - $53.5K
|
935K
$21.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-804- 1.65% |
$48.2K - $53.5K
|
48K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-793- 2.17% |
$47.5K - $52.8K
|
35.7K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-788- 2.33% |
$47.2K - $52.4K
|
33.1K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-787- 17.73% |
$47.2K - $52.4K
|
3.65K
$83.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-787- 0.63% |
$47.2K - $52.4K
|
124K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-782- 8.39% |
$46.9K - $52K
|
8.54K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 8.69% |
$46.5K - $51.6K
|
8.15K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-776- 2.34% |
$46.5K - $51.6K
|
32.4K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-770- 0.88% |
$46.1K - $51.2K
|
87.1K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-765- 2.42% |
$45.8K - $50.9K
|
30.8K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-746- 3.98% |
$44.7K - $49.6K
|
18K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-743- 7.5% |
$44.5K - $49.4K
|
9.17K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-732- 3.06% |
$43.9K - $48.7K
|
23.2K
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-716- 1.59% |
$42.9K - $47.6K
|
44.4K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-715- 0.85% |
$42.8K - $47.6K
|
82.9K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-709- 3.06% |
$42.5K - $47.2K
|
22.5K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-700- 9.6% |
$42K - $46.6K
|
6.6K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-691- 5.41% |
$41.4K - $46K
|
12.1K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-691- 7.75% |
$41.4K - $46K
|
8.23K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-681- 10.83% |
$40.8K - $45.3K
|
5.61K
$129K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-681- 13.28% |
$40.8K - $45.3K
|
4.45K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-680- 5.3% |
$40.8K - $45.2K
|
12.1K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-674- 1.76% |
$40.4K - $44.8K
|
37.6K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-669- 3.93% |
$40.1K - $44.5K
|
16.4K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-665- 1.21% |
$39.9K - $44.2K
|
54.1K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-656- 12.3% |
$39.3K - $43.6K
|
4.68K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-646- 9.69% |
$38.7K - $43K
|
6.02K
$138K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-633- 32.73% |
$37.9K - $42.1K
|
1.3K
$29.9K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-620- 1.72% |
$37.2K - $41.2K
|
35.3K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-598- 1.87% |
$35.8K - $39.8K
|
31.4K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-595- 1.24% |
$35.7K - $39.6K
|
47.5K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-585- 45.53% |
$35.1K - $38.9K
|
700
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-571- 10.42% |
$34.2K - $38K
|
4.91K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-546- 0.82% |
$32.7K - $36.3K
|
65.6K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-525- 4.79% |
$31.5K - $34.9K
|
10.4K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-518- 1.43% |
$31K - $34.5K
|
35.7K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 2.3% |
$30K - $33.3K
|
21.3K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500- 3.61% |
$30K - $33.3K
|
13.3K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-495- 19.64% |
$29.7K - $32.9K
|
2.03K
$46.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 0.85% |
$29.3K - $32.5K
|
57.2K
$1.31M
|