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 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.32K+ 0.94% |
$79K - $85.7K
|
357K
$9.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.29K+ 2.27% |
$78.4K - $85K
|
148K
$3.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.27K+ 0.32% |
$77.8K - $84.4K
|
1.03M
$26.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.26K+ 7.93% |
$77.7K - $84.3K
|
44.4K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.12K+ 8.22% |
$74.2K - $80.5K
|
41.1K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$74.2K - $80.5K
|
3.11K
$80.4K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
3.08K+ 8.82% |
$73.4K - $79.6K
|
38K
$981K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.03K+ 2.36% |
$72.1K - $78.2K
|
131K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.92K+ 0.88% |
$69.6K - $75.5K
|
335K
$8.64M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.9K+ 2.65% |
$69.1K - $74.9K
|
112K
$2.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.88K+ 2.45% |
$68.5K - $74.3K
|
120K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.87K+ 2.64% |
$68.3K - $74.1K
|
112K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.74K+ 10.16% |
$65.2K - $70.7K
|
29.7K
$766K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.72K+ 1.19% |
$64.7K - $70.2K
|
231K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.68KNew |
$63.9K - $69.3K
|
2.68K
$69.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.64K+ 1.01% |
$62.8K - $68.1K
|
264K
$6.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$62.7K - $68.1K
|
2.63K
$68K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 10.93% |
$62.6K - $68K
|
26.7K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.62K+ 3.45% |
$62.3K - $67.6K
|
78.5K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54K+ 0.53% |
$60.5K - $65.6K
|
486K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.49K+ 12.82% |
$59.2K - $64.2K
|
21.9K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 0.36% |
$59.2K - $64.2K
|
694K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.46K+ 2.46% |
$58.5K - $63.5K
|
102K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.43K+ 1.99% |
$57.9K - $62.8K
|
124K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.43K+ 1.77% |
$57.8K - $62.7K
|
139K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.4K+ 1.94% |
$57.2K - $62.1K
|
126K
$3.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.38K+ 51.26% |
$56.7K - $61.5K
|
7.03K
$181K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.37K+ 8.31% |
$56.5K - $61.3K
|
31K
$799K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.37K+ 3.02% |
$56.5K - $61.3K
|
80.9K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.34K+ 0.13% |
$55.8K - $60.5K
|
1.78M
$45.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.27K+ 13.63% |
$54.1K - $58.7K
|
18.9K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.25K+ 1.42% |
$53.6K - $58.1K
|
161K
$4.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.07K+ 3.44% |
$49.2K - $53.4K
|
62.1K
$1.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.02KNew |
$48K - $52.1K
|
2.02K
$52.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.01K+ 3.9% |
$48K - $52K
|
53.6K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.01K+ 12.82% |
$47.9K - $52K
|
17.7K
$457K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.01K+ 2.89% |
$47.9K - $51.9K
|
71.6K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.01K+ 0.39% |
$47.8K - $51.9K
|
513K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1.98KNew |
$47.2K - $51.2K
|
1.98K
$51.1K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.96K+ 44.06% |
$46.6K - $50.6K
|
6.4K
$165K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 1.23% |
$45.7K - $49.6K
|
157K
$4.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.71K+ 12.21% |
$40.8K - $44.2K
|
15.7K
$406K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 12.76% |
$40.4K - $43.9K
|
15K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.67K+ 5.42% |
$39.8K - $43.2K
|
32.5K
$839K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 1.43% |
$38.7K - $42K
|
115K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 2.58% |
$38.3K - $41.6K
|
64.1K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.58K+ 0.16% |
$37.6K - $40.8K
|
1M
$25.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.57K+ 0.96% |
$37.4K - $40.5K
|
165K
$4.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54K+ 1.31% |
$36.7K - $39.8K
|
120K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.43K+ 1.64% |
$34K - $36.9K
|
88.7K
$2.29M
|
|