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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
12.7K+ 2.97% |
$243K - $303K
|
442K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.1KNew |
$230K - $287K
|
12.1K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2KNew |
$214K - $267K
|
11.2K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2KNew |
$195K - $244K
|
10.2K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10.2KNew |
$195K - $243K
|
10.2K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1KNew |
$194K - $242K
|
10.1K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.22KNew |
$176K - $220K
|
9.22K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $219K
|
9.18K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
9.15KNew |
$175K - $218K
|
9.15K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.12KNew |
$174K - $217K
|
9.12K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$172K - $214K
|
9K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.84KNew |
$169K - $211K
|
8.84K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.52KNew |
$163K - $203K
|
8.52K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.86KNew |
$112K - $140K
|
5.86K
$151K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.94K+ 209.52% |
$75.3K - $93.9K
|
5.82K
$150K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.78K+ 2021.93% |
$72.2K - $90.1K
|
3.97K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.13KNew |
$59.7K - $74.5K
|
3.13K
$80.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 3.39% |
$50.9K - $63.5K
|
81.2K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.62K+ 9.49% |
$50K - $62.4K
|
30.2K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2K+ 12.74% |
$38.2K - $47.7K
|
17.7K
$457K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 7.04% |
$29.9K - $37.4K
|
23.8K
$615K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.54K+ 7.69% |
$29.5K - $36.8K
|
21.6K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 11.6% |
$22.4K - $27.9K
|
11.3K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
996+ 33.2% |
$19K - $23.7K
|
4K
$103K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900+ 4.97% |
$17.2K - $21.4K
|
19K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
900New |
$17.2K - $21.4K
|
900
$23.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$28K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
792+ 37.66% |
$15.1K - $18.9K
|
2.9K
$74.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
783New |
$15K - $18.7K
|
783
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
730New |
$13.9K - $17.4K
|
730
$18.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
661New |
$12.6K - $15.8K
|
661
$17.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
648New |
$12.4K - $15.4K
|
648
$16.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
566+ 56600.0% |
$10.8K - $13.5K
|
567
$14.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 0.22% |
$9.55K - $11.9K
|
228K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 4.45% |
$9.53K - $11.9K
|
11.7K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
465New |
$8.88K - $11.1K
|
465
$12K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
434+ 18.69% |
$8.29K - $10.3K
|
2.76K
$71.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
231New |
$4.41K - $5.5K
|
231
$5.96K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
138New |
$2.64K - $3.29K
|
138
$3.56K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$477K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 0.75% |
$2.37K - $2.95K
|
16.7K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
87+ 0.3% |
$1.66K - $2.07K
|
29.5K
$762K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$1.6K - $2K
|
84
$2.17K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$1.47K - $1.83K
|
26.2K
$676K
|
|