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
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.95K+ 200.0% |
$153K - $465K
|
10.4K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.81K+ 195.61% |
$150K - $455K
|
10.3K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6.79K+ 200.0% |
$149K - $454K
|
10.2K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.72KNew |
$148K - $449K
|
6.72K
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.72K+ 200.0% |
$148K - $449K
|
10.1K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.65K+ 202.68% |
$146K - $444K
|
9.93K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
6.36K+ 181.2% |
$140K - $425K
|
9.87K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.22K+ 199.87% |
$137K - $415K
|
9.33K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.66KNew |
$125K - $378K
|
5.66K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.5K+ 200.0% |
$121K - $368K
|
8.25K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.24KNew |
$93.2K - $283K
|
4.24K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
4K+ 200.0% |
$88K - $267K
|
6K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.91K+ 200.0% |
$86K - $261K
|
5.86K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.13KNew |
$46.8K - $142K
|
2.13K
$54.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 201.06% |
$46.1K - $140K
|
3.13K
$80.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.83KNew |
$40.3K - $122K
|
1.83K
$47.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$36.7K - $112K
|
1.67K
$43.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.25K+ 238.1% |
$27.5K - $83.5K
|
1.78K
$45.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.15K+ 200.88% |
$25.2K - $76.5K
|
1.72K
$44.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$24.3K - $73.8K
|
1.1K
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 200.0% |
$22.6K - $68.7K
|
1.54K
$39.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
963New |
$21.2K - $64.3K
|
963
$24.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
888+ 200.0% |
$19.5K - $59.3K
|
1.33K
$34.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
840+ 200.0% |
$18.5K - $56.1K
|
1.26K
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
794+ 200.0% |
$17.5K - $53.1K
|
1.19K
$30.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
774+ 200.0% |
$17K - $51.7K
|
1.16K
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
728+ 200.0% |
$16K - $48.6K
|
1.09K
$28.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
707+ 45.47% |
$15.6K - $47.2K
|
2.26K
$58.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
657+ 200.3% |
$14.5K - $43.9K
|
985
$25.4K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648+ 200.0% |
$14.3K - $43.3K
|
972
$25.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
544+ 200.0% |
$12K - $36.4K
|
816
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$11.7K - $35.4K
|
530
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 143.51% |
$9.73K - $29.5K
|
750
$19.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 200.0% |
$9.29K - $28.2K
|
633
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
376+ 200.0% |
$8.28K - $25.1K
|
564
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
354New |
$7.79K - $23.7K
|
354
$9.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
328+ 200.0% |
$7.22K - $21.9K
|
492
$12.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
324+ 200.0% |
$7.13K - $21.6K
|
486
$12.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
280+ 200.0% |
$6.16K - $18.7K
|
420
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$7.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
198New |
$4.36K - $13.2K
|
198
$5.11K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
166+ 332.0% |
$3.65K - $11.1K
|
216
$5.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
166+ 193.02% |
$3.65K - $11.1K
|
252
$6.51K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
156New |
$3.43K - $10.4K
|
156
$4.03K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
138+ 58.97% |
$3.04K - $9.22K
|
372
$9.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132New |
$2.91K - $8.82K
|
132
$3.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
128New |
$2.82K - $8.55K
|
128
$3.3K
|
|