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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13.8K+ 207.37% |
$304K - $923K
|
20.5K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13.8K+ 200.0% |
$304K - $922K
|
20.7K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.7K+ 200.0% |
$302K - $915K
|
20.6K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13.7K+ 172.13% |
$301K - $913K
|
21.6K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.6K+ 374.28% |
$299K - $909K
|
17.2K
$376K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5K+ 206.58% |
$296K - $899K
|
20K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.5K+ 200.31% |
$296K - $899K
|
20.2K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.3K+ 200.0% |
$293K - $891K
|
20K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.2K+ 199.55% |
$291K - $883K
|
19.8K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2K+ 198.84% |
$290K - $882K
|
19.8K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 282.14% |
$290K - $882K
|
17.9K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
13.2K+ 200.0% |
$290K - $881K
|
19.8K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
13.1KNew |
$289K - $879K
|
13.1K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.1K+ 200.0% |
$289K - $877K
|
19.7K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
13KNew |
$286K - $867K
|
13K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.9K+ 200.17% |
$284K - $862K
|
19.3K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12.7K+ 200.0% |
$279K - $846K
|
19K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
12.6KNew |
$278K - $844K
|
12.6K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
12.6K+ 206.92% |
$278K - $843K
|
18.7K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.6K+ 186.8% |
$277K - $841K
|
19.3K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.5K+ 189.96% |
$275K - $836K
|
19.1K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 222.39% |
$275K - $834K
|
18.1K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 199.97% |
$274K - $832K
|
18.7K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.4KNew |
$273K - $829K
|
12.4K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.3K+ 220.93% |
$272K - $824K
|
17.9K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
12.3KNew |
$270K - $820K
|
12.3K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12.2K+ 199.02% |
$269K - $817K
|
18.4K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
12.1K+ 201.13% |
$267K - $810K
|
18.2K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
12.1K+ 197.25% |
$267K - $810K
|
18.3K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.1K+ 172.56% |
$267K - $810K
|
19.2K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12K+ 200.12% |
$265K - $805K
|
18.1K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
12K+ 198.37% |
$265K - $804K
|
18.1K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
12K+ 200.73% |
$265K - $803K
|
18K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
PUT |
12KNew |
$264K - $802K
|
12K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
12K+ 200.0% |
$264K - $802K
|
18K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
12KNew |
$264K - $802K
|
12K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12K+ 195.91% |
$264K - $800K
|
18.1K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 195.1% |
$263K - $797K
|
18.1K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11.9K+ 201.93% |
$262K - $796K
|
17.8K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.9K+ 201.05% |
$262K - $796K
|
17.8K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11.9K+ 186.25% |
$261K - $792K
|
18.2K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.8KNew |
$260K - $788K
|
11.8K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11.8K+ 210.16% |
$259K - $788K
|
17.4K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.8K+ 199.02% |
$259K - $786K
|
17.7K
$386K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.7KNew |
$258K - $784K
|
11.7K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11.7K+ 202.26% |
$257K - $779K
|
17.4K
$380K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$256K - $779K
|
11.7K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
11.6K+ 194.0% |
$256K - $778K
|
17.6K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
11.6K+ 209.77% |
$256K - $778K
|
17.2K
$375K
|