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 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310K+ 199.87% |
$6.82M - $20.7M
|
465K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
305K+ 204.69% |
$6.72M - $20.4M
|
454K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
300K+ 200.0% |
$6.6M - $20M
|
450K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
296K+ 182.4% |
$6.51M - $19.8M
|
458K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
293K+ 209.19% |
$6.45M - $19.6M
|
433K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
291K+ 194.64% |
$6.4M - $19.4M
|
440K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 429.34% |
$6.38M - $19.4M
|
357K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
278K+ 199.9% |
$6.12M - $18.6M
|
417K
$9.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$9.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
256K+ 203.29% |
$5.63M - $17.1M
|
381K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
255K+ 194.14% |
$5.61M - $17M
|
386K
$9.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 188.98% |
$5.57M - $16.9M
|
387K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
249K+ 192.33% |
$5.47M - $16.6M
|
378K
$8.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
241K+ 187.64% |
$5.31M - $16.1M
|
370K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 202.98% |
$5.31M - $16.1M
|
360K
$8.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
230K+ 198.48% |
$5.06M - $15.4M
|
346K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
229K+ 175.96% |
$5.04M - $15.3M
|
359K
$8.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
229K+ 232.37% |
$5.03M - $15.3M
|
327K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
227K+ 205.24% |
$4.99M - $15.2M
|
337K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
225K+ 191.32% |
$4.95M - $15M
|
342K
$7.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
225K+ 234.73% |
$4.95M - $15M
|
320K
$7.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
225K+ 243.99% |
$4.95M - $15M
|
317K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
221KNew |
$4.86M - $14.8M
|
221K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
217K+ 314.29% |
$4.78M - $14.5M
|
286K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
217K+ 196.73% |
$4.78M - $14.5M
|
327K
$7.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
211K+ 1209.65% |
$4.65M - $14.1M
|
229K
$5.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210K+ 189.47% |
$4.61M - $14M
|
320K
$7.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
197K+ 195.03% |
$4.35M - $13.2M
|
299K
$6.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
192K+ 192.46% |
$4.23M - $12.9M
|
292K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
191K+ 194.25% |
$4.21M - $12.8M
|
290K
$6.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
190K+ 197.22% |
$4.17M - $12.7M
|
286K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
180K+ 192.66% |
$3.97M - $12.1M
|
274K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
176K+ 199.04% |
$3.87M - $11.8M
|
264K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 213.78% |
$3.79M - $11.5M
|
253K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172K+ 202.73% |
$3.78M - $11.5M
|
257K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
172K+ 202.0% |
$3.78M - $11.5M
|
257K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
170K+ 203.12% |
$3.73M - $11.3M
|
253K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
166K+ 200.87% |
$3.66M - $11.1M
|
249K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
165K+ 200.0% |
$3.63M - $11M
|
247K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162K+ 199.44% |
$3.57M - $10.9M
|
244K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159K+ 202.08% |
$3.5M - $10.6M
|
238K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
158K+ 210.22% |
$3.47M - $10.5M
|
233K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
153K+ 177.0% |
$3.38M - $10.3M
|
240K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
150K+ 270.01% |
$3.3M - $10M
|
205K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150K+ 241.72% |
$3.29M - $10M
|
211K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
147K+ 202.81% |
$3.23M - $9.79M
|
219K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
146K+ 19160.21% |
$3.22M - $9.78M
|
147K
$3.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146K+ 177.4% |
$3.21M - $9.76M
|
228K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146K+ 195.17% |
$3.21M - $9.75M
|
221K
$5.15M
|