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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
413+ 1.59% |
$24.8K - $27.5K
|
26.4K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$9.28K
|
|
|
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
$8.54K
|
|
|
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
$3.21M
|
|
|
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
$8.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
302+ 3.24% |
$18.1K - $20.1K
|
9.63K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
300+ 4.25% |
$18K - $20K
|
7.36K
$172K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
256New |
$15.3K - $17K
|
256
$5.97K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 7.76% |
$15K - $16.6K
|
3.47K
$80.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
234+ 246.32% |
$14K - $15.6K
|
329
$7.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$12.4K - $13.8K
|
207
$4.83K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
204+ 0.33% |
$12.2K - $13.6K
|
61.6K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
200+ 1.89% |
$12K - $13.3K
|
10.8K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
194+ 55.43% |
$11.6K - $12.9K
|
544
$12.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
185+ 0.64% |
$11.1K - $12.3K
|
29.2K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182+ 122.97% |
$10.9K - $12.1K
|
330
$7.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162New |
$9.71K - $10.8K
|
162
$3.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.42% |
$9.53K - $10.6K
|
6.74K
$157K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
159+ 0.81% |
$9.53K - $10.6K
|
19.8K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 0.49% |
$8.21K - $9.11K
|
27.9K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.6% |
$7.79K - $8.65K
|
21.7K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
125+ 1.0% |
$7.49K - $8.32K
|
12.7K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
115+ 2.12% |
$6.89K - $7.65K
|
5.55K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
111+ 0.03% |
$6.65K - $7.38K
|
364K
$8.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 1.65% |
$6.47K - $7.18K
|
6.66K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
103+ 1.28% |
$6.17K - $6.85K
|
8.16K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102+ 0.62% |
$6.11K - $6.79K
|
16.5K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
100+ 1.66% |
$5.99K - $6.65K
|
6.12K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$12.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$2.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 0.8% |
$5.09K - $5.65K
|
10.7K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
65+ 0.85% |
$3.9K - $4.32K
|
7.68K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
57+ 1.32% |
$3.42K - $3.79K
|
4.39K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55+ 0.28% |
$3.3K - $3.66K
|
19.4K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.59% |
$2.7K - $2.99K
|
7.65K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41New |
$2.46K - $2.73K
|
41
$956
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 0.14% |
$2.4K - $2.66K
|
28.2K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
38+ 0.63% |
$2.28K - $2.53K
|
6.09K
$142K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.32% |
$2.1K - $2.33K
|
11.1K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
33+ 0.33% |
$1.98K - $2.2K
|
10.1K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.05% |
$1.74K - $1.93K
|
61.6K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28New |
$1.68K - $1.86K
|
28
$653
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.03% |
$1.62K - $1.8K
|
77.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.39% |
$1.44K - $1.6K
|
1.75K
$40.8K
|