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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 1.84% |
$91K - $101K
|
84K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.93% |
$90.8K - $101K
|
40.1K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.49KNew |
$89.5K - $99.4K
|
1.49K
$34.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48K+ 6.01% |
$88.8K - $98.6K
|
26.2K
$611K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.45K+ 1.63% |
$86.9K - $96.5K
|
90.6K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.4K+ 3.47% |
$83.7K - $92.9K
|
41.6K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 1.52% |
$77.9K - $86.5K
|
87K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 0.63% |
$76.5K - $84.9K
|
204K
$4.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.17K+ 16.54% |
$69.8K - $77.5K
|
8.21K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.37% |
$66.3K - $73.6K
|
26.5K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 1.24% |
$65.4K - $72.6K
|
89.2K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.08K+ 73.13% |
$64.4K - $71.5K
|
2.55K
$59.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$62.5K - $69.4K
|
1.04K
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$62.4K - $69.2K
|
24.1K
$562K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
993+ 0.64% |
$59.5K - $66.1K
|
155K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
991New |
$59.4K - $65.9K
|
991
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
952+ 1.43% |
$57.1K - $63.3K
|
67.6K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
903+ 1.09% |
$54.1K - $60.1K
|
83.5K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
881+ 0.58% |
$52.8K - $58.6K
|
152K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
760+ 35.97% |
$45.5K - $50.6K
|
2.87K
$67.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 0.84% |
$42.6K - $47.2K
|
84.8K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
683+ 0.95% |
$40.9K - $45.4K
|
72.3K
$1.69M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
668+ 6.35% |
$40K - $44.4K
|
11.2K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
668+ 2.42% |
$40K - $44.4K
|
28.3K
$662K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
663+ 7.78% |
$39.7K - $44.1K
|
9.19K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
634+ 7.31% |
$38K - $42.2K
|
9.31K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
589+ 6.25% |
$35.3K - $39.2K
|
10K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
588+ 1.81% |
$35.2K - $39.1K
|
33.1K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
580+ 0.69% |
$34.8K - $38.6K
|
85K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
578+ 16.87% |
$34.6K - $38.4K
|
4K
$93.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
575+ 0.61% |
$34.5K - $38.2K
|
94.1K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
563+ 1.95% |
$33.7K - $37.5K
|
29.5K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
547+ 0.65% |
$32.8K - $36.4K
|
84.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
533+ 0.49% |
$31.9K - $35.5K
|
110K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
470+ 3.67% |
$28.2K - $31.3K
|
13.3K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
460+ 4.5% |
$27.6K - $30.6K
|
10.7K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
423+ 5.22% |
$25.4K - $28.1K
|
8.53K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
413+ 1.59% |
$24.8K - $27.5K
|
26.4K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$9.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
392+ 22.15% |
$23.5K - $26.1K
|
2.16K
$50.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
380+ 0.55% |
$22.8K - $25.3K
|
69.8K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
366New |
$21.9K - $24.3K
|
366
$8.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
356+ 81.28% |
$21.3K - $23.7K
|
794
$18.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
334+ 0.69% |
$20K - $22.2K
|
48.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
331+ 0.24% |
$19.8K - $22K
|
138K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
324New |
$19.4K - $21.6K
|
324
$7.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
321+ 0.53% |
$19.2K - $21.4K
|
61.3K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
315+ 0.09% |
$18.9K - $21K
|
362K
$8.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
302+ 3.24% |
$18.1K - $20.1K
|
9.63K
$225K
|