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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
29K+ 185.72% |
$639K - $1.94M
|
44.7K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.9K+ 201.97% |
$636K - $1.93M
|
43.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
28.8K+ 200.06% |
$635K - $1.93M
|
43.2K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
28.3K+ 200.58% |
$622K - $1.89M
|
42.3K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.2K+ 216.7% |
$621K - $1.89M
|
41.3K
$962K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
28.2KNew |
$621K - $1.88M
|
28.2K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
27.8K+ 196.63% |
$612K - $1.86M
|
41.9K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
27.7K+ 194.11% |
$610K - $1.85M
|
42K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.7K+ 201.24% |
$609K - $1.85M
|
41.5K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27.7K+ 200.33% |
$609K - $1.85M
|
41.5K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
27.6K+ 234.87% |
$607K - $1.84M
|
39.3K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27.3K+ 648.47% |
$602K - $1.83M
|
31.5K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
27.1K+ 215.62% |
$597K - $1.81M
|
39.7K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27.1K+ 358.49% |
$597K - $1.81M
|
34.7K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$946K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27K+ 200.57% |
$595K - $1.81M
|
40.5K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.8K+ 199.96% |
$589K - $1.79M
|
40.2K
$937K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26.7K+ 201.02% |
$588K - $1.79M
|
40K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26.7K+ 245.39% |
$588K - $1.78M
|
37.6K
$877K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26.4K+ 200.01% |
$582K - $1.77M
|
39.6K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
26.3K+ 166.06% |
$579K - $1.76M
|
42.2K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
25.9K+ 127.85% |
$570K - $1.73M
|
46.1K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.8K+ 199.89% |
$569K - $1.73M
|
38.8K
$904K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
25.7K+ 200.0% |
$566K - $1.72M
|
38.6K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25.7K+ 198.4% |
$566K - $1.72M
|
38.7K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25.3K+ 176.11% |
$558K - $1.69M
|
39.7K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
25K+ 344.77% |
$550K - $1.67M
|
32.3K
$752K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.5K+ 197.06% |
$539K - $1.64M
|
36.9K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
24.3KNew |
$535K - $1.62M
|
24.3K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3K+ 200.03% |
$534K - $1.62M
|
36.4K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24K+ 170.36% |
$527K - $1.6M
|
38K
$887K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
23.9K+ 185.02% |
$526K - $1.6M
|
36.8K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23.8K+ 200.23% |
$523K - $1.59M
|
35.6K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
23.7K+ 201.02% |
$522K - $1.59M
|
35.5K
$829K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$822K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
23.2K+ 200.28% |
$511K - $1.55M
|
34.8K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 199.98% |
$506K - $1.54M
|
34.5K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23K+ 200.0% |
$506K - $1.54M
|
34.5K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
22.7KNew |
$500K - $1.52M
|
22.7K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.6K+ 200.26% |
$497K - $1.51M
|
33.9K
$790K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 218.38% |
$496K - $1.51M
|
32.9K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 217.14% |
$493K - $1.5M
|
32.7K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.4K+ 166.14% |
$492K - $1.49M
|
35.8K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
21.8K+ 177.32% |
$480K - $1.46M
|
34.1K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
21.8K+ 216.17% |
$480K - $1.46M
|
31.9K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$756K
|