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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.16K- 1.16% |
$41.3K - $51.6K
|
185K
$4.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.13K- 0.59% |
$40.7K - $50.8K
|
359K
$8.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.1K- 0.71% |
$40.1K - $50K
|
292K
$7.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.05K- 9.9% |
$39.2K - $48.9K
|
18.7K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.02K- 0.81% |
$38.6K - $48.2K
|
247K
$6.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.02K- 1.63% |
$38.5K - $48K
|
121K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.01K- 10.99% |
$38.5K - $48K
|
16.3K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.95K- 4.67% |
$37.2K - $46.5K
|
39.8K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 3.76% |
$37K - $46.1K
|
49.6K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.89K- 12.6% |
$36K - $44.9K
|
13.1K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.83K- 9.07% |
$35K - $43.6K
|
18.4K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.82K- 1.64% |
$34.8K - $43.4K
|
109K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.8K- 1.72% |
$34.4K - $42.9K
|
103K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 11.87% |
$33.6K - $41.9K
|
13.1K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-1.76K- 0.56% |
$33.5K - $41.8K
|
314K
$7.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.75K- 8.98% |
$33.5K - $41.8K
|
17.8K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.73K- 8.48% |
$33K - $41.2K
|
18.7K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.69K- 9.91% |
$32.2K - $40.2K
|
15.3K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.67K- 4.33% |
$31.9K - $39.8K
|
36.9K
$905K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.62K- 6.22% |
$30.9K - $38.6K
|
24.4K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.61K- 2.49% |
$30.7K - $38.3K
|
63K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.96% |
$30.5K - $38.1K
|
52.4K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.58K- 4.1% |
$30.2K - $37.7K
|
37K
$908K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.56K- 6.05% |
$29.9K - $37.2K
|
24.3K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.56K- 1.13% |
$29.8K - $37.2K
|
137K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.53K- 14.52% |
$29.2K - $36.4K
|
8.99K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.49K- 10.24% |
$28.5K - $35.6K
|
13.1K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43K- 70.44% |
$27.3K - $34.1K
|
600
$14.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 3.39% |
$26.7K - $33.4K
|
39.8K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 1.38% |
$26.2K - $32.7K
|
98.2K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.37K- 7.86% |
$26.1K - $32.5K
|
16K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-1.35K- 9.15% |
$25.7K - $32.1K
|
13.4K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.33K- 4.36% |
$25.4K - $31.6K
|
29.2K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 6.02% |
$24.9K - $31K
|
20.3K
$498K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.54% |
$24.6K - $30.6K
|
21.9K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.27K- 7.07% |
$24.3K - $30.3K
|
16.7K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.26K- 10.16% |
$24.1K - $30K
|
11.1K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.26K- 12.7% |
$24K - $30K
|
8.65K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 4.53% |
$22.1K - $27.6K
|
24.4K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.15K- 9.68% |
$21.9K - $27.4K
|
10.7K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.14K- 1.1% |
$21.7K - $27.1K
|
102K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.24% |
$21.1K - $26.3K
|
87.6K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 0.89% |
$20.7K - $25.8K
|
120K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05K- 0.58% |
$20.1K - $25K
|
180K
$4.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 10.31% |
$20.1K - $25K
|
9.14K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.04K- 6.24% |
$19.9K - $24.9K
|
15.7K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.04K- 1.06% |
$19.8K - $24.7K
|
97K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1K- 0.66% |
$19.2K - $23.9K
|
150K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-980- 2.39% |
$18.7K - $23.4K
|
40K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-967- 1.49% |
$18.5K - $23K
|
64K
$1.57M
|