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 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.3K+ 205.43% |
$469K - $1.42M
|
31.7K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
20.7K+ 200.9% |
$456K - $1.38M
|
31K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
20.7K+ 249.17% |
$455K - $1.38M
|
29K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.4K+ 201.05% |
$448K - $1.36M
|
30.5K
$712K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.3K+ 393.88% |
$447K - $1.36M
|
25.5K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.3K+ 218.33% |
$447K - $1.36M
|
29.6K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.1K+ 242.25% |
$442K - $1.34M
|
28.4K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.1K+ 196.32% |
$441K - $1.34M
|
30.3K
$707K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.5K+ 190.05% |
$430K - $1.31M
|
29.8K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 194.87% |
$422K - $1.28M
|
29K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19.1KNew |
$421K - $1.28M
|
19.1K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
18.9K+ 198.02% |
$417K - $1.26M
|
28.5K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.9K+ 193.56% |
$415K - $1.26M
|
28.6K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.5K+ 196.81% |
$407K - $1.24M
|
27.9K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
18.5K+ 201.61% |
$407K - $1.24M
|
27.7K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.3KNew |
$402K - $1.22M
|
18.3K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 227.15% |
$402K - $1.22M
|
26.3K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$398K - $1.21M
|
18.1K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
17.9K+ 219.35% |
$394K - $1.2M
|
26K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8K+ 197.73% |
$392K - $1.19M
|
26.8K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17.6K+ 200.0% |
$388K - $1.18M
|
26.4K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.6K+ 165.62% |
$387K - $1.18M
|
28.2K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.6K+ 519.16% |
$387K - $1.17M
|
21K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 197.0% |
$382K - $1.16M
|
26.2K
$611K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17.3K+ 201.06% |
$380K - $1.15M
|
25.8K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 210.52% |
$373K - $1.13M
|
25K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 137.81% |
$372K - $1.13M
|
29.2K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
16.9K+ 197.8% |
$372K - $1.13M
|
25.5K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16.9K+ 281683.34% |
$372K - $1.13M
|
16.9K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.9K+ 200.65% |
$372K - $1.13M
|
25.3K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
16.8K+ 200.24% |
$370K - $1.12M
|
25.2K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16.8K+ 200.8% |
$370K - $1.12M
|
25.2K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.8K+ 217.79% |
$369K - $1.12M
|
24.5K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 474.49% |
$369K - $1.12M
|
20.3K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16.7K+ 201.01% |
$367K - $1.12M
|
25K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16.6K+ 194.31% |
$365K - $1.11M
|
25.1K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
16.4K+ 248.51% |
$361K - $1.1M
|
23K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 202.5% |
$357K - $1.08M
|
24.2K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
15.8K+ 258.58% |
$349K - $1.06M
|
22K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
15.8K+ 160.06% |
$348K - $1.06M
|
25.7K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15.8K+ 184.75% |
$347K - $1.05M
|
24.3K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
15.7K+ 200.01% |
$346K - $1.05M
|
23.6K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.7K+ 151.78% |
$345K - $1.05M
|
26K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
15.6K+ 252.02% |
$344K - $1.04M
|
21.8K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
15.6K+ 196.31% |
$342K - $1.04M
|
23.5K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.5K+ 193.03% |
$342K - $1.04M
|
23.6K
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 200.0% |
$342K - $1.04M
|
23.3K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15.5K+ 195.59% |
$341K - $1.04M
|
23.4K
$548K
|