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
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.36K- 2.03% |
$92.6K - $104K
|
211K
$5.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.36K- 9.43% |
$92.5K - $103K
|
41.9K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.17K- 86.39% |
$88.6K - $99.1K
|
657
$16.1K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 17.74% |
$86.8K - $97.1K
|
19K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.78K- 7.89% |
$80.3K - $89.8K
|
44.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.67K- 5.45% |
$77.9K - $87.1K
|
63.6K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.35K- 1.35% |
$71.1K - $79.5K
|
244K
$5.98M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.05K- 8.41% |
$64.6K - $72.3K
|
33.2K
$813K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3K- 7.53% |
$63.7K - $71.3K
|
36.9K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.91K- 0.88% |
$61.7K - $69.1K
|
326K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 1.77% |
$59.3K - $66.3K
|
155K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.7K- 21.37% |
$57.3K - $64.1K
|
9.93K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.66K- 0.81% |
$56.4K - $63.1K
|
325K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.62K- 7.59% |
$55.6K - $62.2K
|
31.9K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 5.67% |
$55.2K - $61.8K
|
43.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.71% |
$54.9K - $61.4K
|
42.7K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 1.24% |
$53.1K - $59.4K
|
200K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39K- 2.23% |
$50.7K - $56.7K
|
105K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.17K- 1.09% |
$46.1K - $51.6K
|
197K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.01K- 0.77% |
$42.7K - $47.8K
|
261K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2K- 2.27% |
$42.5K - $47.5K
|
85.9K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.8K- 0.91% |
$38.2K - $42.7K
|
195K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 6.53% |
$33.3K - $37.3K
|
22.5K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 13.0% |
$32.5K - $36.4K
|
10.3K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 1.37% |
$32.3K - $36.2K
|
110K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.33K- 2.2% |
$28.2K - $31.6K
|
59.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.27K- 2.35% |
$26.9K - $30.1K
|
52.6K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.18K- 18.13% |
$25K - $27.9K
|
5.31K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 7.0% |
$24K - $26.8K
|
15K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1K- 6.8% |
$21.2K - $23.8K
|
13.7K
$336K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-874- 0.63% |
$18.6K - $20.8K
|
139K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-789- 0.69% |
$16.8K - $18.7K
|
114K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-777- 22.33% |
$16.5K - $18.5K
|
2.7K
$66.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-726- 3.8% |
$15.4K - $17.2K
|
18.4K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-689- 0.27% |
$14.6K - $16.4K
|
256K
$6.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-665- 35.66% |
$14.1K - $15.8K
|
1.2K
$29.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-645- 4.25% |
$13.7K - $15.3K
|
14.5K
$356K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-626- 0.74% |
$13.3K - $14.9K
|
84.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-610- 1.03% |
$13K - $14.5K
|
58.7K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-600- 2.42% |
$12.7K - $14.3K
|
24.2K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-582- 0.32% |
$12.4K - $13.8K
|
184K
$4.52M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-565- 53.05% |
$12K - $13.4K
|
500
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-521- 0.42% |
$11.1K - $12.4K
|
125K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-521- 24.32% |
$11.1K - $12.4K
|
1.62K
$39.8K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-490- 2.24% |
$10.4K - $11.6K
|
21.3K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-460- 2.7% |
$9.77K - $10.9K
|
16.6K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-402- 1.16% |
$8.53K - $9.55K
|
34.2K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-393- 1.32% |
$8.34K - $9.33K
|
29.4K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-382- 0.79% |
$8.11K - $9.07K
|
47.8K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-382- 0.54% |
$8.11K - $9.07K
|
70.4K
$1.73M
|