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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.9K+ 626.35% |
$1.05M - $1.13M
|
50.9K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.1KNew |
$1.03M - $1.11M
|
43.1K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 9438.5% |
$1.02M - $1.1M
|
43.1K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42.5K+ 17.37% |
$1.01M - $1.1M
|
287K
$7.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
41.6KNew |
$992K - $1.08M
|
41.6K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
41.2K+ 0.68% |
$981K - $1.06M
|
6.09M
$157M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.8KNew |
$973K - $1.06M
|
40.8K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
40.7KNew |
$969K - $1.05M
|
40.7K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 0.5% |
$921K - $999K
|
7.78M
$201M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.6KNew |
$895K - $971K
|
37.6K
$970K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.2K+ 8.12% |
$863K - $937K
|
483K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.02% |
$859K - $932K
|
1.23M
$31.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
35.5K+ 8.38% |
$846K - $918K
|
459K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
34.8K+ 7.22% |
$830K - $900K
|
518K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
34K+ 29.32% |
$810K - $879K
|
150K
$3.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
33.5KNew |
$798K - $866K
|
33.5K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32.1K+ 27.44% |
$765K - $830K
|
149K
$3.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
29.6K+ 2.68% |
$704K - $764K
|
1.13M
$29.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.9K+ 87.16% |
$664K - $721K
|
59.9K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
27.7K+ 2.56% |
$661K - $717K
|
1.11M
$28.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27.7K+ 2266.56% |
$660K - $716K
|
28.9K
$747K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.5KNew |
$584K - $633K
|
24.5K
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
24.5K+ 15.2% |
$583K - $633K
|
186K
$4.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
24.5K+ 4.22% |
$583K - $633K
|
605K
$15.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23.7K+ 11.44% |
$564K - $612K
|
231K
$5.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.2K+ 1.02% |
$553K - $600K
|
2.31M
$59.6M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
23.2K+ 0.87% |
$552K - $599K
|
2.69M
$69.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
23.2K+ 15.93% |
$551K - $598K
|
169K
$4.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 2.49% |
$550K - $597K
|
952K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
21.3KNew |
$507K - $550K
|
21.3K
$549K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$501K - $543K
|
21K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.8K+ 28.11% |
$496K - $538K
|
94.9K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
20.1KNew |
$479K - $520K
|
20.1K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$473K - $513K
|
19.9K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8K+ 10.67% |
$471K - $511K
|
205K
$5.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 11.92% |
$469K - $509K
|
185K
$4.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.7K+ 4372.22% |
$469K - $508K
|
20.1K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 347.55% |
$464K - $503K
|
25.1K
$647K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.4K+ 2.26% |
$463K - $502K
|
878K
$22.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
19.4K+ 1.94% |
$462K - $501K
|
1.02M
$26.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.3KNew |
$436K - $473K
|
18.3K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
17.8K+ 45.94% |
$424K - $460K
|
56.6K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 4.51% |
$421K - $457K
|
410K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7K+ 5.14% |
$421K - $457K
|
362K
$9.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.1K+ 117.14% |
$407K - $442K
|
31.7K
$818K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16.2K+ 1.84% |
$387K - $419K
|
898K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16KNew |
$382K - $415K
|
16K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
15.7K+ 4.6% |
$375K - $406K
|
358K
$9.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 4.93% |
$349K - $379K
|
312K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 11.24% |
$347K - $376K
|
144K
$3.72M
|
|