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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-269K- 8.89% |
$5.72M - $6.39M
|
2.76M
$67.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-148K- 21.28% |
$3.14M - $3.51M
|
546K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-108K- 19.71% |
$2.3M - $2.57M
|
440K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-107K- 23.87% |
$2.27M - $2.54M
|
342K
$8.38M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 37.94% |
$2.27M - $2.54M
|
175K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-91K- 45.94% |
$1.93M - $2.16M
|
107K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-80.4K- 38.02% |
$1.71M - $1.91M
|
131K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-72.5K- 54.2% |
$1.54M - $1.72M
|
61.3K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-67.9K- 40.72% |
$1.44M - $1.61M
|
98.9K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-66.2K- 5.64% |
$1.41M - $1.57M
|
1.11M
$27.2M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.7K- 67.09% |
$1.35M - $1.51M
|
31.2K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-63.5K- 84.01% |
$1.35M - $1.51M
|
12.1K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-54.4K- 25.3% |
$1.15M - $1.29M
|
161K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-54.1K- 16.54% |
$1.15M - $1.28M
|
273K
$6.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-51.9K- 0.87% |
$1.1M - $1.23M
|
5.91M
$145M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51.2K- 85.89% |
$1.09M - $1.22M
|
8.41K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-43K- 3.35% |
$913K - $1.02M
|
1.24M
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-42.9K- 47.16% |
$910K - $1.02M
|
48K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38.1K- 5.39% |
$809K - $905K
|
669K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.6K- 5.04% |
$757K - $847K
|
671K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.7K- 4.24% |
$715K - $800K
|
760K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-33.4K- 1.49% |
$710K - $794K
|
2.21M
$54.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$35.5K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-27.9K- 24.22% |
$592K - $663K
|
87.3K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-22.6K- 2.58% |
$481K - $538K
|
855K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21.2K- 16.73% |
$449K - $503K
|
105K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-20.6K- 9.67% |
$437K - $489K
|
192K
$4.72M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 60.77% |
$434K - $486K
|
13.2K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18K- 23.42% |
$383K - $428K
|
59K
$1.45M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18K- 1.14% |
$382K - $427K
|
1.56M
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 21.94% |
$309K - $346K
|
51.8K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.4K- 5.08% |
$285K - $319K
|
251K
$6.15M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-13.2K- 1.74% |
$280K - $314K
|
746K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2K- 4.58% |
$258K - $289K
|
254K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12K- 2.01% |
$255K - $285K
|
585K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.3K- 71.17% |
$220K - $246K
|
4.19K
$103K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10.2K- 47.06% |
$216K - $242K
|
11.4K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.47K- 14.53% |
$201K - $225K
|
55.7K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 9.86% |
$200K - $224K
|
86.1K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8.05K- 11.56% |
$171K - $191K
|
61.6K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.96K- 1.5% |
$169K - $189K
|
523K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.61K- 1.49% |
$140K - $157K
|
437K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.2K- 0.31% |
$132K - $147K
|
2M
$49.1M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.13KClosed |
$130K - $146K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.07K- 1.66% |
$129K - $144K
|
360K
$8.83M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.07K- 2.36% |
$129K - $144K
|
251K
$6.15M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.78K- 14.65% |
$123K - $137K
|
33.7K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.49K- 4.52% |
$95.3K - $107K
|
94.9K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.4K- 7.73% |
$93.4K - $104K
|
52.5K
$1.29M
|