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 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
741K+ 195.44% |
$16.3M - $49.5M
|
1.12M
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
732K+ 195.53% |
$16.1M - $48.9M
|
1.11M
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
725K+ 194.62% |
$16M - $48.5M
|
1.1M
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
719K+ 199.57% |
$15.8M - $48.1M
|
1.08M
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
706K+ 200.11% |
$15.5M - $47.1M
|
1.06M
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
703K+ 206.33% |
$15.5M - $47M
|
1.04M
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
694K+ 211.87% |
$15.3M - $46.4M
|
1.02M
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
694K+ 185.17% |
$15.3M - $46.4M
|
1.07M
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
686K+ 212.97% |
$15.1M - $45.8M
|
1.01M
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678K+ 195.19% |
$14.9M - $45.3M
|
1.03M
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
629K+ 199.22% |
$13.9M - $42.1M
|
945K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
614K+ 183.24% |
$13.5M - $41M
|
948K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
598K+ 193.53% |
$13.2M - $39.9M
|
906K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
588K+ 196.1% |
$12.9M - $39.3M
|
888K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
588K+ 206.4% |
$12.9M - $39.3M
|
872K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
574K+ 201.58% |
$12.6M - $38.4M
|
859K
$20M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
573K+ 174.64% |
$12.6M - $38.3M
|
901K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
547K+ 215.88% |
$12M - $36.5M
|
800K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
531K+ 325.03% |
$11.7M - $35.5M
|
694K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
531K+ 187.4% |
$11.7M - $35.5M
|
814K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
526K+ 196.24% |
$11.6M - $35.2M
|
794K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
521K+ 201.47% |
$11.5M - $34.8M
|
780K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
505K+ 196.87% |
$11.1M - $33.7M
|
761K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
502K+ 195.55% |
$11M - $33.5M
|
759K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
499K+ 200.87% |
$11M - $33.4M
|
748K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
488K+ 195.05% |
$10.7M - $32.6M
|
738K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
462K+ 203.03% |
$10.2M - $30.9M
|
690K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
434K+ 192.38% |
$9.55M - $29M
|
659K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
426K+ 190.41% |
$9.38M - $28.5M
|
650K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
419K+ 189.69% |
$9.23M - $28M
|
640K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
418K+ 199.08% |
$9.2M - $27.9M
|
628K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
393K+ 193.82% |
$8.64M - $26.2M
|
595K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
389K+ 289.14% |
$8.55M - $26M
|
523K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
379K+ 198.89% |
$8.34M - $25.3M
|
569K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
374K+ 185.49% |
$8.23M - $25M
|
576K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
368K+ 195.97% |
$8.1M - $24.6M
|
556K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
358K+ 197.04% |
$7.87M - $23.9M
|
539K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355K+ 378.14% |
$7.81M - $23.7M
|
449K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
354K+ 200.78% |
$7.79M - $23.6M
|
530K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
352K+ 213.07% |
$7.74M - $23.5M
|
517K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
350K+ 155.69% |
$7.7M - $23.4M
|
574K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
349K+ 199.06% |
$7.69M - $23.3M
|
525K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
344K+ 183.69% |
$7.56M - $23M
|
531K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
340K+ 206.4% |
$7.49M - $22.7M
|
505K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
340K+ 177.46% |
$7.48M - $22.7M
|
531K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
337K+ 197.87% |
$7.41M - $22.5M
|
507K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
331K+ 204.08% |
$7.29M - $22.1M
|
493K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
330K+ 219.88% |
$7.27M - $22.1M
|
481K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
320K+ 200.0% |
$7.04M - $21.4M
|
480K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
318K+ 197.28% |
$7M - $21.2M
|
479K
$11.2M
|