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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
786New |
$19.8K - $20.8K
|
786
$20.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
731+ 5.1% |
$18.4K - $19.3K
|
15.1K
$389K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
670+ 6.27% |
$16.9K - $17.7K
|
11.4K
$293K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
664+ 4.32% |
$16.7K - $17.6K
|
16K
$414K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
663+ 4.87% |
$16.7K - $17.5K
|
14.3K
$368K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
615+ 0.21% |
$15.5K - $16.3K
|
299K
$7.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
576+ 0.43% |
$14.5K - $15.2K
|
136K
$3.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
570New |
$14.4K - $15.1K
|
570
$14.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
507+ 0.48% |
$12.8K - $13.4K
|
106K
$2.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
400+ 4.22% |
$10.1K - $10.6K
|
9.88K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
363+ 3.89% |
$9.15K - $9.6K
|
9.71K
$251K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
275+ 1.23% |
$6.93K - $7.28K
|
22.7K
$585K
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
235+ 2.45% |
$5.92K - $6.22K
|
9.82K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
232+ 0.22% |
$5.85K - $6.14K
|
107K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
146+ 0.36% |
$3.68K - $3.86K
|
40.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
136+ 1.47% |
$3.43K - $3.6K
|
9.36K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
86+ 1.01% |
$2.17K - $2.28K
|
8.63K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
72+ 0.61% |
$1.81K - $1.91K
|
11.9K
$306K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
72+ 0.27% |
$1.81K - $1.91K
|
26.6K
$688K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
58+ 0.05% |
$1.46K - $1.53K
|
116K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 0.28% |
$1.18K - $1.24K
|
17.1K
$441K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 0.31% |
$1.11K - $1.16K
|
14.2K
$366K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35+ 0.13% |
$882 - $926
|
26.6K
$686K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.1% |
$806 - $847
|
32.8K
$848K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
32+ 0.31% |
$806 - $847
|
10.2K
$264K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
30+ 0.31% |
$756 - $794
|
9.81K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
19+ 0.11% |
$479 - $503
|
17.3K
$446K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$403 - $423
|
27.4K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.07% |
$403 - $423
|
21.5K
$554K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15+ 0.08% |
$378 - $397
|
18.6K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13+ 0.09% |
$328 - $344
|
15.3K
$394K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
8+ 0.01% |
$202 - $212
|
81K
$2.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.07% |
$176 - $185
|
10.5K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.01% |
$176 - $185
|
118K
$3.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.06% |
$176 - $185
|
11.4K
$294K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 0.23% |
$176 - $185
|
3.01K
$77.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$50.4 - $52.9
|
77.3K
$1.99M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.88M+ 2253.73% |
$92.4M - $100M
|
4.05M
$105M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.23M+ 422.67% |
$29.3M - $31.7M
|
1.52M
$39.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
725K+ 415.46% |
$17.3M - $18.7M
|
900K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
595K+ 25.61% |
$14.2M - $15.4M
|
2.92M
$75.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498KNew |
$11.9M - $12.9M
|
498K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
432K+ 35.03% |
$10.3M - $11.2M
|
1.67M
$43M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415K+ 211.76% |
$9.89M - $10.7M
|
611K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
272K+ 720.53% |
$6.48M - $7.03M
|
310K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
253K+ 1614.27% |
$6.03M - $6.55M
|
269K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
246K+ 48.32% |
$5.86M - $6.36M
|
756K
$19.5M
|
|