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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
348K+ 185.03% |
$7.65M - $23.2M
|
536K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
344K+ 186.34% |
$7.57M - $23M
|
528K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
344K+ 183.69% |
$7.56M - $23M
|
531K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
340K+ 214.07% |
$7.49M - $22.8M
|
500K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
340K+ 206.4% |
$7.49M - $22.7M
|
505K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340K+ 224.98% |
$7.49M - $22.7M
|
492K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
340K+ 177.46% |
$7.48M - $22.7M
|
531K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
337KNew |
$7.42M - $22.5M
|
337K
$7.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
337K+ 197.87% |
$7.41M - $22.5M
|
507K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
336K+ 158.32% |
$7.4M - $22.5M
|
549K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
331K+ 204.08% |
$7.29M - $22.1M
|
493K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
330K+ 219.88% |
$7.27M - $22.1M
|
481K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
327KNew |
$7.21M - $21.9M
|
327K
$7.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
320K+ 200.0% |
$7.04M - $21.4M
|
480K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
318K+ 197.28% |
$7M - $21.2M
|
479K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
313K+ 3681.64% |
$6.88M - $20.9M
|
321K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
310K+ 199.87% |
$6.82M - $20.7M
|
465K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
306K+ 222.19% |
$6.74M - $20.5M
|
444K
$9.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
305K+ 204.69% |
$6.72M - $20.4M
|
454K
$9.92M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
303K+ 177.31% |
$6.68M - $20.3M
|
474K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
303K+ 242.64% |
$6.66M - $20.2M
|
427K
$9.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
300K+ 200.0% |
$6.6M - $20M
|
450K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
300KNew |
$6.6M - $20M
|
300K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
296K+ 182.4% |
$6.51M - $19.8M
|
458K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
293K+ 209.19% |
$6.45M - $19.6M
|
433K
$9.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
291K+ 194.64% |
$6.4M - $19.4M
|
440K
$9.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 429.34% |
$6.38M - $19.4M
|
357K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
287KNew |
$6.32M - $19.2M
|
287K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
278K+ 199.9% |
$6.12M - $18.6M
|
417K
$9.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
276K+ 65.5% |
$6.07M - $18.4M
|
697K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275K+ 197.64% |
$6.06M - $18.4M
|
414K
$9.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
272K+ 252.09% |
$5.98M - $18.1M
|
379K
$8.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
270K+ 177.3% |
$5.93M - $18M
|
422K
$9.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
268K+ 168.52% |
$5.91M - $17.9M
|
428K
$9.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
268K+ 168.51% |
$5.91M - $17.9M
|
428K
$9.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
256K+ 203.29% |
$5.63M - $17.1M
|
381K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
255K+ 194.14% |
$5.61M - $17M
|
386K
$8.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
253K+ 188.98% |
$5.57M - $16.9M
|
387K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
249K+ 192.33% |
$5.47M - $16.6M
|
378K
$8.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
241K+ 187.64% |
$5.31M - $16.1M
|
370K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 202.98% |
$5.31M - $16.1M
|
360K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
240K+ 194.95% |
$5.29M - $16M
|
363K
$7.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
237K+ 185.63% |
$5.22M - $15.8M
|
365K
$7.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
232K+ 202.14% |
$5.1M - $15.5M
|
346K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
231K+ 191.9% |
$5.09M - $15.5M
|
352K
$7.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
230K+ 198.48% |
$5.06M - $15.4M
|
346K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
229K+ 175.96% |
$5.04M - $15.3M
|
359K
$7.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
229K+ 232.37% |
$5.03M - $15.3M
|
327K
$7.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
227K+ 205.24% |
$4.99M - $15.2M
|
337K
$7.36M
|