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 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.46% |
$1.26K - $1.4K
|
4.62K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.63% |
$1.2K - $1.33K
|
3.19K
$74.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.2K - $1.33K
|
4.27K
$99.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.09% |
$1.14K - $1.26K
|
20K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.11% |
$899 - $998
|
13.2K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
15+ 0.19% |
$899 - $998
|
7.82K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14+ 0.29% |
$839 - $931
|
4.78K
$112K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.54% |
$719 - $798
|
2.23K
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.11% |
$539 - $599
|
7.91K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$420 - $466
|
3.91K
$91.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.02% |
$420 - $466
|
33.5K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$360 - $399
|
8.99K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
5New |
$300 - $333
|
5
$117
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 1.24% |
$240 - $266
|
327
$7.63K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 200.0% |
$240 - $266
|
6
$140
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $200
|
13.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$120 - $133
|
12.3K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.35% |
$120 - $133
|
570
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$120 - $133
|
16.6K
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$59.9 - $66.5
|
4.19K
$97.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.01% |
$59.9 - $66.5
|
19.8K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.04% |
$59.9 - $66.5
|
2.36K
$55.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.48% |
$59.9 - $66.5
|
209
$4.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.94% |
$59.9 - $66.5
|
107
$2.5K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
413KNew |
$23.8M - $26.2M
|
413K
$9.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
38.7KNew |
$2.23M - $2.45M
|
38.7K
$902K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$645K - $709K
|
11.2K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.3KNew |
$591K - $649K
|
10.3K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
9.45K+ 22.54% |
$544K - $598K
|
51.4K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.05KNew |
$291K - $320K
|
5.05K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
4.9KNew |
$282K - $310K
|
4.9K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.94KNew |
$227K - $249K
|
3.94K
$91.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.83KNew |
$221K - $243K
|
3.83K
$89.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.45K+ 246.89% |
$199K - $218K
|
4.85K
$113K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.22KNew |
$185K - $204K
|
3.22K
$75K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.06KNew |
$119K - $130K
|
2.06K
$48K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$115K - $126K
|
1.99K
$46.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 313.98% |
$101K - $111K
|
2.31K
$53.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$72K - $79.2K
|
1.25K
$29.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
800New |
$46.1K - $50.6K
|
800
$18.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
464New |
$26.7K - $29.4K
|
464
$10.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
364New |
$21K - $23K
|
364
$8.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
313+ 7.03% |
$18K - $19.8K
|
4.77K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
169New |
$9.73K - $10.7K
|
169
$3.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
83+ 2.49% |
$4.78K - $5.25K
|
3.42K
$79.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
75+ 0.58% |
$4.32K - $4.75K
|
13K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
60+ 1.55% |
$3.45K - $3.8K
|
3.93K
$91.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
57New |
$3.28K - $3.61K
|
57
$1.33K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
32+ 0.32% |
$1.84K - $2.03K
|
10K
$234K
|
|