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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-600- 53.86% |
$29.8K - $32.1K
|
514
$11.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600- 85.71% |
$29.8K - $32.1K
|
100
$2.32K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-303- 1.02% |
$15K - $16.2K
|
29.4K
$683K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-300- 1.52% |
$14.9K - $16.1K
|
19.4K
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-274- 0.42% |
$13.6K - $14.7K
|
65.5K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-195- 2.56% |
$9.67K - $10.4K
|
7.43K
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 87.5% |
$8.68K - $9.37K
|
25
$580
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-66- 0.35% |
$3.27K - $3.54K
|
18.7K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12- 0.06% |
$595 - $643
|
20.3K
$471K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 84.26% |
$1.29M - $1.42M
|
5.13K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.88K- 20.24% |
$324K - $356K
|
27.1K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.14K- 5.28% |
$289K - $317K
|
110K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.84K- 19.9% |
$228K - $250K
|
19.5K
$452K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.63K- 29.65% |
$124K - $136K
|
6.25K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.71K- 6.47% |
$80.3K - $88.1K
|
24.6K
$572K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.18K- 23.12% |
$55.7K - $61.2K
|
3.93K
$91.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.11K- 9.26% |
$52.3K - $57.4K
|
10.9K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-911- 1.36% |
$42.9K - $47.1K
|
66.2K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-565- 13.12% |
$26.6K - $29.2K
|
3.74K
$86.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-561- 1.07% |
$26.4K - $29K
|
51.8K
$1.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-481- 16.34% |
$22.6K - $24.9K
|
2.46K
$57.2K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-476- 0.32% |
$22.4K - $24.6K
|
150K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-391- 2.4% |
$18.4K - $20.2K
|
15.9K
$369K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-343- 0.63% |
$16.1K - $17.7K
|
54.2K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-309- 4.55% |
$14.5K - $16K
|
6.48K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 17.05% |
$14.1K - $15.5K
|
1.46K
$33.9K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-260- 92.2% |
$12.2K - $13.4K
|
22
$511
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-129- 7.12% |
$6.07K - $6.67K
|
1.68K
$39.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-56- 1.23% |
$2.64K - $2.9K
|
4.5K
$104K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-52- 16.77% |
$2.45K - $2.69K
|
258
$5.99K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-28- 0.24% |
$1.32K - $1.45K
|
11.4K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-8- 0.16% |
$377 - $414
|
4.91K
$114K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-4- 0.09% |
$188 - $207
|
4.21K
$97.7K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5K- 42.09% |
$222K - $246K
|
6.88K
$160K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-964- 2.56% |
$42.9K - $47.5K
|
36.7K
$851K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-928- 55.17% |
$41.3K - $45.7K
|
754
$17.5K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-822- 1.45% |
$36.6K - $40.5K
|
55.9K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-817- 0.23% |
$36.3K - $40.2K
|
347K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-678- 36.26% |
$30.2K - $33.4K
|
1.19K
$27.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-624- 8.97% |
$27.7K - $30.7K
|
6.33K
$147K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-480- 59.7% |
$21.3K - $23.6K
|
324
$7.52K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-436- 7.16% |
$19.4K - $21.5K
|
5.65K
$131K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-297- 58.46% |
$13.2K - $14.6K
|
211
$4.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-200- 3.72% |
$8.89K - $9.85K
|
5.18K
$120K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-116- 65.91% |
$5.16K - $5.71K
|
60
$1.39K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-54- 0.63% |
$2.4K - $2.66K
|
8.53K
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 8.06% |
$222 - $246
|
57
$1.32K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.69K- 54.63% |
$322K - $367K
|
6.38K
$148K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.34KClosed |
$98.3K - $112K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.22K- 1.93% |
$92.9K - $106K
|
113K
$2.62M
|
|