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, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-38.4K- 59.95% |
$2.21M - $2.43M
|
25.7K
$596K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.46K- 71.31% |
$544K - $599K
|
3.8K
$88.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.52K- 18.24% |
$260K - $286K
|
20.2K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.85K- 25.4% |
$221K - $244K
|
11.3K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.74K- 50.0% |
$215K - $237K
|
3.74K
$86.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-2.52K- 25.81% |
$145K - $160K
|
7.25K
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.66K- 21.47% |
$95.4K - $105K
|
6.06K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.34K- 9.15% |
$77.1K - $84.8K
|
13.3K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.15K- 19.67% |
$66.2K - $72.8K
|
4.7K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-953- 3.37% |
$54.9K - $60.3K
|
27.3K
$635K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-763- 7.97% |
$43.9K - $48.3K
|
8.81K
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-650- 7.08% |
$37.4K - $41.1K
|
8.53K
$198K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 12.87% |
$37K - $40.7K
|
4.35K
$101K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-636- 1.84% |
$36.6K - $40.3K
|
34K
$789K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-596- 8.32% |
$34.3K - $37.7K
|
6.57K
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-542- 5.58% |
$31.2K - $34.3K
|
9.17K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-498- 12.86% |
$28.7K - $31.5K
|
3.37K
$78.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-495- 0.57% |
$28.5K - $31.3K
|
86.9K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-427- 77.36% |
$24.6K - $27K
|
125
$2.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-375- 2.8% |
$21.6K - $23.7K
|
13K
$302K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-364- 15.78% |
$21K - $23K
|
1.94K
$45.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-357- 70.41% |
$20.6K - $22.6K
|
150
$3.48K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-318- 2.91% |
$18.3K - $20.1K
|
10.6K
$246K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-266- 1.77% |
$15.3K - $16.8K
|
14.7K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 1.06% |
$14.4K - $15.8K
|
23.4K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-232- 3.48% |
$13.4K - $14.7K
|
6.44K
$150K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-231- 45.92% |
$13.3K - $14.6K
|
272
$6.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-216- 67.5% |
$12.4K - $13.7K
|
104
$2.41K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 2.05% |
$9.96K - $11K
|
8.27K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-157- 4.42% |
$9.04K - $9.94K
|
3.4K
$78.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-150- 3.92% |
$8.64K - $9.5K
|
3.67K
$85.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-128- 2.21% |
$7.37K - $8.1K
|
5.66K
$131K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-60- 0.82% |
$3.45K - $3.8K
|
7.25K
$168K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 0.45% |
$1.73K - $1.9K
|
6.62K
$154K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-30- 7.19% |
$1.73K - $1.9K
|
387
$8.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-29- 30.53% |
$1.67K - $1.84K
|
66
$1.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-21- 5.02% |
$1.21K - $1.33K
|
397
$9.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.2% |
$576 - $633
|
5.1K
$118K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-4- 0.03% |
$230 - $253
|
15.2K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1- 0.03% |
$57.6 - $63.3
|
3.31K
$76.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-75.4K- 92.69% |
$4.12M - $4.6M
|
5.95K
$138K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-18.3K- 58.74% |
$999K - $1.12M
|
12.9K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-12.7K- 4.71% |
$693K - $775K
|
257K
$5.96M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.62K- 10.93% |
$471K - $526K
|
70.2K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.41K- 23.71% |
$350K - $391K
|
20.6K
$479K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.11KClosed |
$225K - $251K
|
0
$0
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-3.93KClosed |
$214K - $240K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3K- 14.18% |
$164K - $183K
|
18.2K
$422K
|
|
|
May 07, 2024
Q1 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-2K- 13.33% |
$109K - $122K
|
13K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.78K- 28.77% |
$97.3K - $109K
|
4.41K
$102K
|
|