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 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
376+ 200.0% |
$8.28K - $25.1K
|
564
$13.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
336+ 201.2% |
$7.4K - $22.5K
|
503
$11.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
328+ 200.0% |
$7.22K - $21.9K
|
492
$11.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
320+ 200.0% |
$7.04K - $21.4K
|
480
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
261+ 0.72% |
$5.74K - $17.4K
|
36.6K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
256+ 201.57% |
$5.63K - $17.1K
|
383
$8.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
206+ 0.29% |
$4.53K - $13.8K
|
71.7K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
184+ 200.0% |
$4.05K - $12.3K
|
276
$6.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
176+ 200.0% |
$3.87K - $11.8K
|
264
$6.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
166+ 193.02% |
$3.65K - $11.1K
|
252
$5.89K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.43% |
$3.57K - $10.8K
|
38.2K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
131+ 1310.0% |
$2.88K - $8.75K
|
141
$3.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
128New |
$2.82K - $8.55K
|
128
$2.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.83K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9+ 0.09% |
$198 - $601
|
10.2K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$22 - $66.8
|
1
$23.4
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$22 - $66.8
|
1
$23.4
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.62M+ 37033.09% |
$96.8M - $107M
|
1.62M
$37.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
928K+ 193.94% |
$55.6M - $61.7M
|
1.41M
$32.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
817K+ 195.43% |
$49M - $54.4M
|
1.24M
$28.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
576K+ 196.44% |
$34.5M - $38.3M
|
869K
$20.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
556K+ 6850.69% |
$33.3M - $37M
|
564K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
299K+ 487.09% |
$17.9M - $19.9M
|
361K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
277KNew |
$16.6M - $18.5M
|
277K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
191K+ 7.75% |
$11.5M - $12.7M
|
2.66M
$62.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
175K+ 88.28% |
$10.5M - $11.6M
|
373K
$8.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
168K+ 4.59% |
$10.1M - $11.2M
|
3.82M
$89.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
165KNew |
$9.89M - $11M
|
165K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
152K+ 12.2% |
$9.13M - $10.1M
|
1.4M
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.5K+ 84.62% |
$5.18M - $5.75M
|
189K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
81.1K+ 374.94% |
$4.86M - $5.39M
|
103K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63.9K+ 83.65% |
$3.83M - $4.25M
|
140K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61.4K+ 13.71% |
$3.68M - $4.09M
|
509K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
56.4K+ 2.21% |
$3.38M - $3.75M
|
2.61M
$60.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 14.62% |
$3.17M - $3.52M
|
415K
$9.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
47.4K+ 6.05% |
$2.84M - $3.15M
|
831K
$19.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.1KNew |
$2.76M - $3.06M
|
46.1K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40.7K+ 226.48% |
$2.44M - $2.71M
|
58.7K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39.5K+ 201.29% |
$2.37M - $2.63M
|
59.1K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.7K+ 4.28% |
$2.14M - $2.38M
|
870K
$20.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.7K+ 5.43% |
$1.96M - $2.18M
|
635K
$14.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32K+ 25.14% |
$1.91M - $2.13M
|
159K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 63.13% |
$1.61M - $1.79M
|
69.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 4.67% |
$1.61M - $1.79M
|
603K
$14.1M
|
|