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 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
8.01K+ 3.25% |
$191K - $207K
|
254K
$6.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.99KNew |
$190K - $206K
|
7.99K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
7.97KNew |
$190K - $206K
|
7.97K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.95KNew |
$189K - $205K
|
7.95K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.93KNew |
$189K - $205K
|
7.93K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.91K+ 60.53% |
$188K - $204K
|
21K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.9K+ 0.37% |
$188K - $204K
|
2.14M
$55.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
7.88KNew |
$188K - $203K
|
7.88K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.8KNew |
$186K - $202K
|
7.8K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
7.8KNew |
$186K - $202K
|
7.8K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.7K+ 7.94% |
$183K - $199K
|
105K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.67K+ 2.98% |
$183K - $198K
|
265K
$6.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.57K+ 1.02% |
$180K - $196K
|
747K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.54K+ 54.95% |
$179K - $195K
|
21.2K
$549K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.32K+ 37.84% |
$174K - $189K
|
26.6K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
7K+ 13.74% |
$167K - $181K
|
58K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.76K+ 18.91% |
$161K - $175K
|
42.5K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.61K+ 2.22% |
$158K - $171K
|
305K
$7.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.52K+ 0.82% |
$155K - $168K
|
805K
$20.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.29K+ 10.97% |
$150K - $163K
|
63.6K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.24K+ 2.27% |
$149K - $161K
|
281K
$7.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 1.54% |
$148K - $160K
|
407K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.04K+ 15.15% |
$144K - $156K
|
45.9K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6K+ 5.76% |
$143K - $155K
|
110K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.84K+ 59.15% |
$139K - $151K
|
15.7K
$406K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.45K+ 5.81% |
$130K - $141K
|
99.3K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.33K+ 2.32% |
$127K - $138K
|
235K
$6.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.14K+ 10.23% |
$122K - $133K
|
55.3K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.07K+ 1.12% |
$121K - $131K
|
458K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5.05K+ 62.73% |
$120K - $130K
|
13.1K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.02K+ 104.5% |
$119K - $130K
|
9.82K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5K+ 4.23% |
$119K - $129K
|
123K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.9K+ 6.02% |
$117K - $127K
|
86.3K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.89K+ 5.45% |
$117K - $126K
|
94.7K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.89K+ 5.46% |
$116K - $126K
|
94.4K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.72K+ 3.11% |
$113K - $122K
|
157K
$4.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.41K+ 24.69% |
$105K - $114K
|
22.3K
$575K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.4K+ 15.21% |
$105K - $114K
|
33.3K
$860K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.21K+ 6.62% |
$100K - $109K
|
67.9K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.2K+ 42.28% |
$99.9K - $108K
|
14.1K
$365K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.17K+ 19.11% |
$99.4K - $108K
|
26K
$672K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.13KNew |
$98.3K - $107K
|
4.13K
$107K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.01K+ 0.19% |
$95.4K - $104K
|
2.09M
$53.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
4K+ 3.72% |
$95.2K - $103K
|
112K
$2.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.99K+ 10.8% |
$94.9K - $103K
|
40.9K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.91K+ 15.81% |
$93.2K - $101K
|
28.6K
$740K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.88K+ 15.17% |
$92.4K - $100K
|
29.5K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.76K+ 0.47% |
$89.5K - $97.1K
|
795K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.41K+ 3.96% |
$81.1K - $88K
|
89.5K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.33K+ 4.8% |
$79.4K - $86.2K
|
72.8K
$1.88M
|
|