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 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15.8K+ 184.75% |
$347K - $1.05M
|
24.3K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.7K+ 200.01% |
$346K - $1.05M
|
23.6K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.7K+ 151.78% |
$345K - $1.05M
|
26K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
15.6K+ 252.02% |
$344K - $1.04M
|
21.8K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
15.6K+ 196.31% |
$342K - $1.04M
|
23.5K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.5K+ 193.03% |
$342K - $1.04M
|
23.6K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 200.0% |
$342K - $1.04M
|
23.3K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.5K+ 387.46% |
$341K - $1.04M
|
19.5K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15.5K+ 195.59% |
$341K - $1.04M
|
23.4K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.5K+ 200.0% |
$340K - $1.03M
|
23.2K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
15.5K+ 127.98% |
$340K - $1.03M
|
27.5K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
15.4K+ 234.24% |
$339K - $1.03M
|
22K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
15.4K+ 200.0% |
$338K - $1.03M
|
23.1K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 188.26% |
$333K - $1.01M
|
23.2K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
15.1KNew |
$332K - $1.01M
|
15.1K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 199.49% |
$327K - $991K
|
22.3K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$326K - $989K
|
14.8K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 175.93% |
$323K - $982K
|
23K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.7K+ 173.45% |
$323K - $980K
|
23.1K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
14.5K+ 200.0% |
$318K - $966K
|
21.7K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 200.28% |
$317K - $962K
|
21.6K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$316K - $960K
|
14.4K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.3K+ 197.47% |
$314K - $954K
|
21.5K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 91.04% |
$312K - $948K
|
29.8K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 179.61% |
$312K - $946K
|
22.1K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 200.0% |
$312K - $946K
|
21.2K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
14.1K+ 200.0% |
$311K - $945K
|
21.2K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.1K+ 189.89% |
$310K - $941K
|
21.5K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.1K+ 200.0% |
$310K - $941K
|
21.1K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
14K+ 200.0% |
$308K - $936K
|
21K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 81.74% |
$308K - $934K
|
31.1K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.7K+ 200.0% |
$302K - $915K
|
20.6K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.6K+ 374.28% |
$299K - $909K
|
17.2K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5K+ 200.31% |
$296K - $899K
|
20.2K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.2K+ 199.55% |
$291K - $883K
|
19.8K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 282.14% |
$290K - $882K
|
17.9K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
13.2K+ 200.0% |
$290K - $881K
|
19.8K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.1KNew |
$289K - $879K
|
13.1K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.1K+ 200.0% |
$289K - $877K
|
19.7K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
13KNew |
$286K - $867K
|
13K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.6KNew |
$278K - $844K
|
12.6K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.5K+ 189.96% |
$275K - $836K
|
19.1K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 222.39% |
$275K - $834K
|
18.1K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 199.97% |
$274K - $832K
|
18.7K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.4KNew |
$273K - $829K
|
12.4K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.3K+ 220.93% |
$272K - $824K
|
17.9K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.2K+ 199.02% |
$269K - $817K
|
18.4K
$428K
|