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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$1.73K - $1.9K
|
30
$700
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
20New |
$1.15K - $1.27K
|
20
$466
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 0.3% |
$979 - $1.08K
|
5.74K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.28% |
$576 - $633
|
3.54K
$82.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 0.12% |
$576 - $633
|
8.61K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2+ 0.06% |
$115 - $127
|
3.35K
$78K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
167KNew |
$9.1M - $10.2M
|
167K
$3.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.5M - $1.68M
|
27.5K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 26.28% |
$1.27M - $1.42M
|
112K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.8KNew |
$1.03M - $1.15M
|
18.8K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.5KNew |
$845K - $945K
|
15.5K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15KNew |
$819K - $916K
|
15K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
9.08KNew |
$496K - $554K
|
9.08K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.72KNew |
$422K - $471K
|
7.72K
$180K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.21K+ 12.88% |
$394K - $440K
|
63.2K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 78.99% |
$260K - $291K
|
10.8K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
4.43KNew |
$242K - $270K
|
4.43K
$103K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.9KNew |
$213K - $238K
|
3.9K
$91K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.84KNew |
$209K - $234K
|
3.84K
$89.4K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.55KNew |
$194K - $216K
|
3.55K
$82.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.48KNew |
$190K - $212K
|
3.48K
$81.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.48KNew |
$190K - $212K
|
3.48K
$81.1K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.48KNew |
$190K - $212K
|
3.48K
$81.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.47KNew |
$190K - $212K
|
3.47K
$81K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.46KNew |
$189K - $211K
|
3.46K
$80.7K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.37KNew |
$184K - $206K
|
3.37K
$78.7K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.37KNew |
$184K - $205K
|
3.37K
$78.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.36KNew |
$184K - $205K
|
3.36K
$78.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.03K+ 9.87% |
$111K - $124K
|
22.6K
$526K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2KNew |
$109K - $122K
|
2K
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 792.86% |
$97K - $108K
|
2K
$46.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.77KNew |
$96.6K - $108K
|
1.77K
$41.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$88.4K - $98.8K
|
1.62K
$37.8K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.34K+ 6.52% |
$73.2K - $81.8K
|
21.9K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$54.6K - $61.1K
|
1K
$23.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
940+ 5.77% |
$51.3K - $57.4K
|
17.2K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
925New |
$50.5K - $56.5K
|
925
$21.6K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
848+ 8.84% |
$46.3K - $51.8K
|
10.4K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728New |
$39.8K - $44.4K
|
728
$17K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
376+ 10.92% |
$20.5K - $23K
|
3.82K
$89.1K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
225+ 2.87% |
$12.3K - $13.7K
|
8.07K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
213+ 2.13% |
$11.6K - $13K
|
10.2K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
134New |
$7.32K - $8.18K
|
134
$3.12K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
127New |
$6.94K - $7.75K
|
127
$2.96K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.02% |
$4.97K - $5.56K
|
8.98K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40New |
$2.18K - $2.44K
|
40
$933
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
29+ 0.3% |
$1.58K - $1.77K
|
9.57K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$1.2K - $1.34K
|
6K
$140K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
16+ 0.17% |
$874 - $977
|
9.56K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.09% |
$546 - $611
|
11K
$257K
|
|