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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
159+ 0.08% |
$3.79K - $4.11K
|
200K
$5.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
153+ 24.4% |
$3.64K - $3.95K
|
780
$20.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
153+ 1.75% |
$3.64K - $3.95K
|
8.91K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
148+ 0.17% |
$3.53K - $3.82K
|
87K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
148+ 1.4% |
$3.53K - $3.82K
|
10.7K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
147+ 0.7% |
$3.5K - $3.8K
|
21.2K
$546K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
144+ 0.07% |
$3.43K - $3.72K
|
197K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140+ 0.45% |
$3.33K - $3.62K
|
31.3K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
140+ 0.29% |
$3.33K - $3.62K
|
48.6K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
135+ 0.29% |
$3.22K - $3.49K
|
46.8K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
133+ 0.28% |
$3.17K - $3.44K
|
47.5K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
118+ 0.12% |
$2.81K - $3.05K
|
102K
$2.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
111+ 0.59% |
$2.64K - $2.87K
|
19K
$490K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
109+ 0.61% |
$2.6K - $2.82K
|
17.9K
$462K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
109+ 0.45% |
$2.6K - $2.82K
|
24.5K
$631K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108New |
$2.57K - $2.79K
|
108
$2.79K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
101+ 1.43% |
$2.41K - $2.61K
|
7.14K
$184K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
95+ 0.29% |
$2.26K - $2.45K
|
33K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
91+ 0.13% |
$2.17K - $2.35K
|
72.9K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
91+ 0.44% |
$2.17K - $2.35K
|
20.8K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
90+ 0.29% |
$2.14K - $2.33K
|
31.2K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
90+ 0.22% |
$2.14K - $2.33K
|
41.8K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.29% |
$2.12K - $2.3K
|
30.8K
$794K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
86+ 0.29% |
$2.05K - $2.22K
|
29.9K
$773K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
81+ 0.02% |
$1.93K - $2.09K
|
388K
$10M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80+ 1.31% |
$1.91K - $2.07K
|
6.21K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
76+ 0.53% |
$1.81K - $1.96K
|
14.4K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
76+ 0.29% |
$1.81K - $1.96K
|
26.1K
$673K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
75New |
$1.79K - $1.94K
|
75
$1.94K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 0.12% |
$1.74K - $1.89K
|
60.2K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
72+ 0.71% |
$1.72K - $1.86K
|
10.2K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.18% |
$1.69K - $1.83K
|
40.1K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
67+ 0.2% |
$1.6K - $1.73K
|
33.2K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.1% |
$1.55K - $1.68K
|
66.8K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
63+ 0.12% |
$1.5K - $1.63K
|
53.3K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 0.09% |
$1.5K - $1.63K
|
66.7K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
52+ 0.29% |
$1.24K - $1.34K
|
18K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49+ 0.27% |
$1.17K - $1.27K
|
18.1K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
48+ 0.7% |
$1.14K - $1.24K
|
6.93K
$179K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
47+ 0.24% |
$1.12K - $1.21K
|
19.8K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
44+ 0.29% |
$1.05K - $1.14K
|
15.3K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 0.28% |
$1.05K - $1.14K
|
15.5K
$400K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.25% |
$1.05K - $1.14K
|
17.5K
$452K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 0.12% |
$1.02K - $1.11K
|
35.8K
$924K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
43+ 0.24% |
$1.02K - $1.11K
|
17.9K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
42+ 0.24% |
$1K - $1.09K
|
17.6K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
42New |
$1K - $1.09K
|
42
$1.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
40+ 0.19% |
$953 - $1.03K
|
21.6K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.3% |
$905 - $982
|
12.9K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.02% |
$905 - $982
|
233K
$6.01M
|
|