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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
166+ 193.02% |
$3.65K - $11.1K
|
252
$5.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.43% |
$3.57K - $10.8K
|
38.2K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
139+ 339.02% |
$3.06K - $9.29K
|
180
$3.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
135+ 201.49% |
$2.97K - $9.02K
|
202
$4.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132New |
$2.91K - $8.82K
|
132
$2.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
131+ 1310.0% |
$2.88K - $8.75K
|
141
$3.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
128New |
$2.82K - $8.55K
|
128
$2.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120+ 200.0% |
$2.64K - $8.02K
|
180
$3.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 200.0% |
$1.85K - $5.61K
|
126
$2.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 200.0% |
$1.76K - $5.35K
|
120
$2.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78+ 1300.0% |
$1.72K - $5.21K
|
84
$1.83K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56+ 200.0% |
$1.23K - $3.74K
|
84
$1.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.18K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 200.0% |
$968 - $2.94K
|
66
$1.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
39+ 11.85% |
$858 - $2.61K
|
368
$8.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9+ 0.09% |
$198 - $601
|
10.2K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$132 - $401
|
6
$131
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$44 - $134
|
11.4K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$22 - $66.8
|
1
$21.8
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$22 - $66.8
|
1
$21.8
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 12.04% |
$1.25M - $1.39M
|
195K
$4.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6KNew |
$813K - $903K
|
13.6K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 7.38% |
$603K - $670K
|
147K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.78K+ 109.55% |
$586K - $651K
|
18.7K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.73KNew |
$583K - $647K
|
9.73K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
7.72K+ 168.82% |
$462K - $513K
|
12.3K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.53K+ 3.81% |
$391K - $435K
|
178K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.66KNew |
$279K - $310K
|
4.66K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.36KNew |
$261K - $290K
|
4.36K
$95.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.01KNew |
$240K - $267K
|
4.01K
$87.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$196K - $217K
|
3.27K
$71.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.26K+ 1.95% |
$195K - $217K
|
170K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.1KNew |
$186K - $206K
|
3.1K
$67.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.05KNew |
$183K - $203K
|
3.05K
$66.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.49KNew |
$89.5K - $99.4K
|
1.49K
$32.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$62.5K - $69.4K
|
1.04K
$22.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
991New |
$59.4K - $65.9K
|
991
$21.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
663+ 7.78% |
$39.7K - $44.1K
|
9.19K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
563+ 1.95% |
$33.7K - $37.5K
|
29.5K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
398New |
$23.9K - $26.5K
|
398
$8.69K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
366New |
$21.9K - $24.3K
|
366
$7.99K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
256New |
$15.3K - $17K
|
256
$5.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$12.4K - $13.8K
|
207
$4.52K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
111+ 0.03% |
$6.65K - $7.38K
|
364K
$7.94M
|
|