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 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.4K+ 2.79% |
$343K - $372K
|
530K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 0.64% |
$339K - $368K
|
2.25M
$58.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
14.2KNew |
$337K - $366K
|
14.2K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
13.9K+ 4.38% |
$331K - $359K
|
331K
$8.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
13.1K+ 20.14% |
$313K - $339K
|
78.3K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
13KNew |
$310K - $337K
|
13K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.8KNew |
$305K - $331K
|
12.8K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
12.7K+ 26.7% |
$302K - $328K
|
60.2K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.6K+ 19.76% |
$300K - $325K
|
76.3K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.2K+ 0.59% |
$292K - $316K
|
2.07M
$53.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12.1K+ 0.78% |
$289K - $313K
|
1.57M
$40.6M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.1K+ 1.72% |
$289K - $313K
|
716K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 0.96% |
$288K - $312K
|
1.27M
$32.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 48.23% |
$286K - $310K
|
36.9K
$952K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.7K+ 9.03% |
$278K - $302K
|
141K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.6K+ 3.18% |
$276K - $299K
|
376K
$9.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.5KNew |
$275K - $298K
|
11.5K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$273K - $296K
|
11.5K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 154.83% |
$271K - $294K
|
18.7K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10.7KNew |
$255K - $276K
|
10.7K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$251K - $273K
|
15.8K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
10.2KNew |
$243K - $263K
|
10.2K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.2K+ 3.17% |
$242K - $263K
|
331K
$8.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$242K - $263K
|
10.2K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.1KNew |
$242K - $262K
|
10.1K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10KNew |
$238K - $259K
|
10K
$258K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.7K+ 2.33% |
$231K - $251K
|
426K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.53K+ 53.63% |
$227K - $246K
|
27.3K
$705K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33K+ 44.04% |
$222K - $241K
|
30.5K
$788K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.17K+ 38.9% |
$218K - $237K
|
32.7K
$846K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.16K+ 3.77% |
$218K - $237K
|
252K
$6.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.12KNew |
$217K - $236K
|
9.12K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
9.08K+ 3.53% |
$216K - $235K
|
266K
$6.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.07K+ 54.63% |
$216K - $234K
|
25.7K
$663K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.9KNew |
$212K - $230K
|
8.9K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
8.81KNew |
$210K - $228K
|
8.81K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.77K+ 1.39% |
$209K - $226K
|
638K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.7KNew |
$207K - $225K
|
8.7K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8.61K+ 375.76% |
$205K - $222K
|
10.9K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
8.55KNew |
$204K - $221K
|
8.55K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.54KNew |
$203K - $221K
|
8.54K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.33KNew |
$198K - $215K
|
8.33K
$215K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
8.32KNew |
$198K - $215K
|
8.32K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.28K+ 3.67% |
$197K - $214K
|
234K
$6.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
8.19KNew |
$195K - $212K
|
8.19K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.13KNew |
$194K - $210K
|
8.13K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
8.09KNew |
$193K - $209K
|
8.09K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.08KNew |
$192K - $209K
|
8.08K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.06KNew |
$192K - $208K
|
8.06K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8.01KNew |
$191K - $207K
|
8.01K
$207K
|
|