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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
59.7K+ 219.44% |
$1.31M - $3.99M
|
86.9K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59K+ 199.74% |
$1.3M - $3.94M
|
88.6K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
58.6K+ 174.78% |
$1.29M - $3.91M
|
92.1K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
57.4K+ 214.72% |
$1.26M - $3.84M
|
84.1K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
56.2K+ 197.07% |
$1.24M - $3.75M
|
84.7K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
56.2K+ 166.08% |
$1.24M - $3.75M
|
90K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
55.5K+ 219.9% |
$1.22M - $3.71M
|
80.7K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55.4K+ 186.2% |
$1.22M - $3.7M
|
85.1K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
54.6K+ 200.0% |
$1.2M - $3.65M
|
81.9K
$1.91M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52.1K+ 1990.94% |
$1.15M - $3.48M
|
54.7K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
51.9K+ 199.42% |
$1.14M - $3.46M
|
77.9K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
51.5K+ 197.3% |
$1.13M - $3.44M
|
77.6K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
51.1K+ 195.4% |
$1.13M - $3.42M
|
77.3K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
49.4K+ 152.68% |
$1.09M - $3.3M
|
81.8K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
49.3K+ 200.0% |
$1.08M - $3.29M
|
73.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 189.79% |
$1.08M - $3.29M
|
75.2K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 194.61% |
$1.07M - $3.25M
|
73.7K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
48.2K+ 184.99% |
$1.06M - $3.22M
|
74.2K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
48K+ 269.28% |
$1.06M - $3.21M
|
65.8K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
47.8KNew |
$1.05M - $3.2M
|
47.8K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
47.1K+ 239.99% |
$1.04M - $3.15M
|
66.7K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
46.4K+ 200.11% |
$1.02M - $3.1M
|
69.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46K+ 200.31% |
$1.01M - $3.07M
|
69K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
45K+ 200.04% |
$990K - $3M
|
67.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
44.5K+ 199.7% |
$980K - $2.98M
|
66.8K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.5KNew |
$980K - $2.97M
|
44.5K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44.4K+ 197.56% |
$976K - $2.96M
|
66.8K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
42.2K+ 195.12% |
$928K - $2.82M
|
63.8K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
41.7K+ 158.6% |
$917K - $2.78M
|
67.9K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.9K+ 169.52% |
$901K - $2.74M
|
65.1K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39.7K+ 176.45% |
$873K - $2.65M
|
62.2K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39.3K+ 295.74% |
$865K - $2.63M
|
52.6K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39.1K+ 173.47% |
$860K - $2.61M
|
61.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
39K+ 219.4% |
$859K - $2.61M
|
56.8K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
38.9K+ 200.0% |
$856K - $2.6M
|
58.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.3K+ 202.79% |
$842K - $2.56M
|
57.1K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
38.3KNew |
$842K - $2.56M
|
38.3K
$894K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
37.3K+ 193.06% |
$822K - $2.5M
|
56.7K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37.2K+ 7.05% |
$819K - $2.49M
|
565K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.7K+ 199.99% |
$807K - $2.45M
|
55K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36.6K+ 192.92% |
$806K - $2.45M
|
55.6K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
35.8K+ 199.99% |
$789K - $2.39M
|
53.8K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35.6K+ 200.0% |
$784K - $2.38M
|
53.4K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
35.5K+ 302.5% |
$781K - $2.37M
|
47.2K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
35.3K+ 521.75% |
$776K - $2.36M
|
42K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.1K+ 71.88% |
$773K - $2.35M
|
83.9K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
34.9K+ 198.94% |
$767K - $2.33M
|
52.4K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
34.3K+ 174.67% |
$756K - $2.29M
|
54K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
34.1K+ 194.39% |
$752K - $2.28M
|
51.7K
$1.21M
|