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 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
608+ 2.47% |
$14.5K - $15.7K
|
25.2K
$652K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
593+ 0.55% |
$14.1K - $15.3K
|
108K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
592New |
$14.1K - $15.3K
|
592
$15.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
579+ 6.16% |
$13.8K - $15K
|
9.98K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.01% |
$13.7K - $14.9K
|
29.2K
$755K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
573+ 4.03% |
$13.6K - $14.8K
|
14.8K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
570+ 1.27% |
$13.6K - $14.7K
|
45.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
557+ 0.27% |
$13.3K - $14.4K
|
205K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
555+ 1.37% |
$13.2K - $14.3K
|
40.9K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
552+ 0.33% |
$13.1K - $14.3K
|
170K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
551+ 0.58% |
$13.1K - $14.2K
|
95.4K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
548+ 4.31% |
$13.1K - $14.2K
|
13.3K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
547New |
$13K - $14.1K
|
547
$14.1K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
524+ 20.05% |
$12.5K - $13.5K
|
3.14K
$81K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
485+ 1.26% |
$11.6K - $12.5K
|
38.9K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
470+ 39.17% |
$11.2K - $12.1K
|
1.67K
$43.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
444+ 0.51% |
$10.6K - $11.5K
|
88.1K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
425+ 1.05% |
$10.1K - $11K
|
40.8K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
417New |
$9.93K - $10.8K
|
417
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
412+ 2.56% |
$9.81K - $10.6K
|
16.5K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$9.55K - $10.4K
|
401
$10.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
388+ 0.39% |
$9.24K - $10K
|
100K
$2.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
384+ 1.54% |
$9.15K - $9.92K
|
25.3K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
378New |
$9K - $9.77K
|
378
$9.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
365+ 0.04% |
$8.69K - $9.43K
|
899K
$23.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
359+ 0.91% |
$8.55K - $9.28K
|
39.7K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
350+ 2.8% |
$8.34K - $9.04K
|
12.9K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
315+ 3.61% |
$7.5K - $8.14K
|
9.03K
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
311+ 0.24% |
$7.41K - $8.04K
|
130K
$3.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
306+ 1.02% |
$7.29K - $7.91K
|
30.4K
$786K
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
277+ 1.84% |
$6.6K - $7.16K
|
15.3K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
273+ 2.52% |
$6.5K - $7.05K
|
11.1K
$287K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
272+ 1.1% |
$6.48K - $7.03K
|
25K
$645K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
271+ 0.57% |
$6.46K - $7K
|
47.4K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 0.81% |
$6.38K - $6.93K
|
33.2K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 0.17% |
$6.07K - $6.59K
|
155K
$3.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
252+ 0.59% |
$6K - $6.51K
|
43.3K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
250+ 1.54% |
$5.96K - $6.46K
|
16.5K
$426K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
237+ 1.69% |
$5.65K - $6.12K
|
14.3K
$369K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
235+ 0.79% |
$5.6K - $6.07K
|
30K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
225+ 0.05% |
$5.36K - $5.81K
|
413K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
217+ 3.93% |
$5.17K - $5.61K
|
5.73K
$148K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
208+ 9.67% |
$4.95K - $5.37K
|
2.36K
$60.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
195+ 2.15% |
$4.64K - $5.04K
|
9.28K
$239K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$4.31K - $4.68K
|
181
$4.67K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
179+ 1.66% |
$4.26K - $4.63K
|
10.9K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
173+ 0.14% |
$4.12K - $4.47K
|
121K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
168+ 0.54% |
$4K - $4.34K
|
31.2K
$806K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
168+ 0.58% |
$4K - $4.34K
|
29.3K
$757K
|
|
|
Nov 06, 2025
Q3 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
165+ 0.1% |
$3.93K - $4.26K
|
170K
$4.4M
|
|