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 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
483K+ 3.34% |
$12.2M - $12.8M
|
15M
$386M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
320K+ 13.03% |
$8.06M - $8.47M
|
2.78M
$71.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191K+ 13.21% |
$4.82M - $5.06M
|
1.64M
$42.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
132K+ 710.39% |
$3.34M - $3.5M
|
151K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
105KNew |
$2.65M - $2.78M
|
105K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
93.7KNew |
$2.36M - $2.48M
|
93.7K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
63.5K+ 2.63% |
$1.6M - $1.68M
|
2.48M
$64.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
61.2KNew |
$1.54M - $1.62M
|
61.2K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60.7K+ 87.23% |
$1.53M - $1.61M
|
130K
$3.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
32.4KNew |
$817K - $858K
|
32.4K
$837K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
26.7K+ 48.75% |
$672K - $705K
|
81.3K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
24.1K+ 14.3% |
$608K - $638K
|
193K
$4.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
21.7KNew |
$548K - $575K
|
21.7K
$561K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
18.6KNew |
$467K - $491K
|
18.6K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$429K - $451K
|
17K
$440K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16K+ 12.55% |
$403K - $423K
|
143K
$3.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
15.4K+ 1.74% |
$388K - $408K
|
903K
$23.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
14.7K+ 2.65% |
$371K - $390K
|
570K
$14.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 7.35% |
$332K - $348K
|
192K
$4.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
13KNew |
$328K - $344K
|
13K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6K+ 1.78% |
$292K - $306K
|
662K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.8KNew |
$272K - $285K
|
10.8K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.1K+ 1.76% |
$255K - $268K
|
586K
$15.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.63K+ 4.18% |
$243K - $255K
|
240K
$6.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.31K+ 66.38% |
$235K - $246K
|
23.3K
$603K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.39K+ 41.17% |
$211K - $222K
|
28.8K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.83KNew |
$197K - $207K
|
7.83K
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.72KNew |
$195K - $204K
|
7.72K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7.69K+ 0.72% |
$194K - $204K
|
1.08M
$27.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 8.62% |
$173K - $182K
|
86.7K
$2.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.33K+ 1.34% |
$159K - $167K
|
478K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.54K+ 1.11% |
$140K - $147K
|
503K
$13M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.12K+ 3.24% |
$129K - $135K
|
163K
$4.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.62K+ 34.29% |
$116K - $122K
|
18.1K
$467K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.08K+ 4.88% |
$103K - $108K
|
87.6K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.8K+ 13.66% |
$95.7K - $100K
|
31.6K
$815K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.4K+ 2.9% |
$85.7K - $90K
|
121K
$3.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.37K+ 8.03% |
$84.8K - $89.1K
|
45.3K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.89K+ 28.57% |
$72.8K - $76.4K
|
13K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2.45KNew |
$61.8K - $64.9K
|
2.45K
$63.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.01K+ 4.75% |
$50.7K - $53.3K
|
44.4K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
1.75K+ 19.9% |
$44K - $46.2K
|
10.5K
$272K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.68K+ 7.59% |
$42.3K - $44.5K
|
23.8K
$615K
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.5K+ 4.15% |
$37.9K - $39.8K
|
37.7K
$974K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.5K+ 0.1% |
$37.8K - $39.7K
|
1.55M
$39.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.34K+ 1.32% |
$33.7K - $35.4K
|
103K
$2.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
1.05K+ 25.19% |
$26.3K - $27.7K
|
5.19K
$134K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
936+ 0.78% |
$23.6K - $24.8K
|
121K
$3.12M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
879+ 0.55% |
$22.2K - $23.3K
|
161K
$4.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
793+ 2.33% |
$20K - $21K
|
34.8K
$899K
|
|