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 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-152- 0.11% |
$9.11K - $10.1K
|
139K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-151- 0.79% |
$9.05K - $10K
|
19K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-150- 1.69% |
$8.99K - $9.98K
|
8.73K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-148Closed |
$8.87K - $9.84K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-148- 0.19% |
$8.87K - $9.84K
|
77K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-134- 0.18% |
$8.03K - $8.91K
|
75.7K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-125- 3.61% |
$7.49K - $8.32K
|
3.33K
$77.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-120- 3.29% |
$7.19K - $7.98K
|
3.53K
$81.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-117- 0.36% |
$7.01K - $7.78K
|
32.4K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-104- 1.21% |
$6.23K - $6.92K
|
8.47K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-98- 0.12% |
$5.87K - $6.52K
|
80.6K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-82- 1.05% |
$4.91K - $5.45K
|
7.74K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-76- 0.59% |
$4.55K - $5.06K
|
12.9K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-72- 0.9% |
$4.31K - $4.79K
|
7.92K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-66- 0.36% |
$3.96K - $4.39K
|
18.2K
$422K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-63- 0.61% |
$3.78K - $4.19K
|
10.3K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-63- 0.4% |
$3.78K - $4.19K
|
15.6K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 0.83% |
$3.6K - $3.99K
|
7.21K
$167K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-59- 1.14% |
$3.54K - $3.92K
|
5.13K
$119K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-56- 0.7% |
$3.36K - $3.73K
|
7.94K
$184K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-50- 0.63% |
$3K - $3.33K
|
7.93K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 1.94% |
$3K - $3.33K
|
2.53K
$58.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.29% |
$3K - $3.33K
|
17.1K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 0.88% |
$2.76K - $3.06K
|
5.21K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.59% |
$2.76K - $3.06K
|
7.77K
$180K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-41- 0.25% |
$2.46K - $2.73K
|
16.5K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 0.14% |
$2.4K - $2.66K
|
28.6K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-39- 0.08% |
$2.34K - $2.59K
|
46.8K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-38- 0.06% |
$2.28K - $2.53K
|
61.5K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 3.97% |
$1.92K - $2.13K
|
774
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-32- 0.1% |
$1.92K - $2.13K
|
33.5K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-29- 0.35% |
$1.74K - $1.93K
|
8.26K
$192K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-22- 0.04% |
$1.32K - $1.46K
|
57.5K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.3% |
$1.2K - $1.33K
|
6.64K
$154K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-18- 0.55% |
$1.08K - $1.2K
|
3.26K
$75.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-16- 0.23% |
$959 - $1.06K
|
6.9K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-15- 0.1% |
$899 - $998
|
15.6K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-14- 0.24% |
$839 - $931
|
5.9K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12- 0.08% |
$719 - $798
|
14.7K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.33% |
$659 - $732
|
3.32K
$77K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-11- 0.31% |
$659 - $732
|
3.55K
$82.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.12% |
$539 - $599
|
7.23K
$168K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.16% |
$479 - $532
|
5.11K
$119K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 3.03% |
$300 - $333
|
160
$3.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4- 0.83% |
$240 - $266
|
477
$11.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3- 0.07% |
$180 - $200
|
4.14K
$96.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2- 0.03% |
$120 - $133
|
6.22K
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 1.49% |
$120 - $133
|
132
$3.06K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$59.9 - $66.5
|
11K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.44% |
$59.9 - $66.5
|
40
$928
|