Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.89M+ 192.61% |
$130M - $393M
|
8.94M
$209M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
5.67M+ 197.83% |
$125M - $379M
|
8.53M
$199M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.69M+ 2357.83% |
$103M - $314M
|
4.89M
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.28M+ 192.51% |
$94.2M - $286M
|
6.51M
$152M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4.05M+ 202.61% |
$89.2M - $271M
|
6.05M
$141M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.95M+ 203.11% |
$87M - $264M
|
5.9M
$138M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.94M+ 194.22% |
$86.6M - $263M
|
5.96M
$139M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.83M+ 205.21% |
$84.3M - $256M
|
5.69M
$133M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68M+ 199.4% |
$59M - $179M
|
4.02M
$93.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.67M+ 192.01% |
$58.7M - $178M
|
4.05M
$94.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.42M+ 209.64% |
$53.2M - $162M
|
3.57M
$83.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
2.33M+ 201.35% |
$51.3M - $156M
|
3.49M
$81.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.07M+ 200.31% |
$45.5M - $138M
|
3.1M
$72.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06M+ 192.71% |
$45.3M - $137M
|
3.12M
$72.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.88M+ 222.38% |
$41.3M - $125M
|
2.72M
$63.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.82M+ 195.73% |
$40.1M - $122M
|
2.75M
$64.3M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.74M+ 197.54% |
$38.4M - $116M
|
2.63M
$61.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.61M+ 210.0% |
$35.4M - $107M
|
2.37M
$55.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.53M+ 206.39% |
$33.7M - $102M
|
2.27M
$53M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.52M+ 185.37% |
$33.4M - $101M
|
2.34M
$54.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.5M+ 200.95% |
$32.9M - $100M
|
2.24M
$52.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.49M+ 0.0% |
$32.9M - $99.8M
|
1.49M
$34.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.39M+ 251.79% |
$30.6M - $92.8M
|
1.94M
$45.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.38M+ 210.3% |
$30.4M - $92.3M
|
2.04M
$47.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23M+ 225.3% |
$27.1M - $82.2M
|
1.78M
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.18M+ 156.86% |
$26M - $78.9M
|
1.93M
$45.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.13M+ 200.88% |
$25M - $75.8M
|
1.7M
$39.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.12M+ 196.41% |
$24.6M - $74.8M
|
1.69M
$39.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.11M+ 227.82% |
$24.5M - $74.3M
|
1.6M
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.08M+ 269.99% |
$23.7M - $72M
|
1.48M
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.04M+ 207.99% |
$22.8M - $69.3M
|
1.54M
$35.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
996K+ 209.98% |
$21.9M - $66.6M
|
1.47M
$34.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
940K+ 169.12% |
$20.7M - $62.8M
|
1.5M
$34.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
857K+ 376.25% |
$18.9M - $57.2M
|
1.08M
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
844K+ 1937.02% |
$18.6M - $56.4M
|
888K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
841K+ 212.11% |
$18.5M - $56.2M
|
1.24M
$28.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
791K+ 188.33% |
$17.4M - $52.9M
|
1.21M
$28.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
779K+ 203.7% |
$17.2M - $52.1M
|
1.16M
$27.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
741K+ 195.44% |
$16.3M - $49.5M
|
1.12M
$26.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
732K+ 195.53% |
$16.1M - $48.9M
|
1.11M
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
719K+ 199.57% |
$15.8M - $48.1M
|
1.08M
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
706K+ 200.11% |
$15.5M - $47.1M
|
1.06M
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
703K+ 206.33% |
$15.5M - $47M
|
1.04M
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
694K+ 211.87% |
$15.3M - $46.4M
|
1.02M
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$25M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
686K+ 212.97% |
$15.1M - $45.8M
|
1.01M
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678K+ 195.19% |
$14.9M - $45.3M
|
1.03M
$24M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
629K+ 199.22% |
$13.9M - $42.1M
|
945K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
588K+ 196.1% |
$12.9M - $39.3M
|
888K
$20.7M
|