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 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-822- 0.25% |
$15.7K - $19.6K
|
332K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-796- 2.52% |
$15.2K - $19K
|
30.8K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-756- 2.22% |
$14.4K - $18K
|
33.3K
$817K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-753- 2.95% |
$14.4K - $17.9K
|
24.7K
$607K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-693- 0.29% |
$13.2K - $16.5K
|
240K
$5.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-690- 2.85% |
$13.2K - $16.4K
|
23.5K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-680- 4.62% |
$13K - $16.2K
|
14.1K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-645- 3.34% |
$12.3K - $15.4K
|
18.7K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-631- 6.93% |
$12.1K - $15K
|
8.48K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-611- 0.61% |
$11.7K - $14.6K
|
100K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-610- 2.35% |
$11.7K - $14.5K
|
25.4K
$622K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-606- 0.18% |
$11.6K - $14.4K
|
342K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-603- 0.46% |
$11.5K - $14.4K
|
130K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-582- 0.43% |
$11.1K - $13.9K
|
135K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-563- 1.42% |
$10.8K - $13.4K
|
39.2K
$962K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-550- 0.07% |
$10.5K - $13.1K
|
761K
$18.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-546- 0.79% |
$10.4K - $13K
|
68.8K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-544- 2.45% |
$10.4K - $13K
|
21.6K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-541- 1.33% |
$10.3K - $12.9K
|
40.2K
$986K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-525- 4.37% |
$10K - $12.5K
|
11.5K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-520- 0.81% |
$9.93K - $12.4K
|
64K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-509- 0.49% |
$9.72K - $12.1K
|
104K
$2.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-505- 1.06% |
$9.65K - $12K
|
47.3K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-501- 0.81% |
$9.57K - $11.9K
|
61.1K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 0.22% |
$9.55K - $11.9K
|
227K
$5.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-500- 0.64% |
$9.55K - $11.9K
|
77.4K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-498- 1.71% |
$9.51K - $11.9K
|
28.6K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-446- 2.39% |
$8.52K - $10.6K
|
18.2K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-445- 1.94% |
$8.5K - $10.6K
|
22.5K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-429- 3.05% |
$8.19K - $10.2K
|
13.6K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-412- 0.21% |
$7.87K - $9.82K
|
200K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-401- 0.69% |
$7.66K - $9.56K
|
57.5K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-400- 2.63% |
$7.64K - $9.53K
|
14.8K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-400- 0.1% |
$7.64K - $9.53K
|
410K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-398- 2.86% |
$7.6K - $9.48K
|
13.5K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-374- 2.87% |
$7.14K - $8.91K
|
12.6K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-352- 0.27% |
$6.72K - $8.39K
|
129K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.61% |
$6.65K - $8.29K
|
13K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-335- 13.96% |
$6.4K - $7.98K
|
2.07K
$50.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-332- 2.62% |
$6.34K - $7.91K
|
12.4K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 0.41% |
$6.21K - $7.74K
|
78.8K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-312- 0.89% |
$5.96K - $7.43K
|
34.9K
$857K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-285- 1.52% |
$5.44K - $6.79K
|
18.5K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-283- 0.78% |
$5.41K - $6.74K
|
35.8K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-276- 1.6% |
$5.27K - $6.58K
|
17K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-272- 0.99% |
$5.2K - $6.48K
|
27.2K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-265- 15.92% |
$5.06K - $6.31K
|
1.4K
$34.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-260- 1.2% |
$4.97K - $6.2K
|
21.5K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-257- 1.38% |
$4.91K - $6.12K
|
18.4K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-253- 1.05% |
$4.83K - $6.03K
|
23.9K
$587K
|