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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.88M+ 2253.73% |
$92.4M - $100M
|
4.05M
$105M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.32M+ 10.04% |
$31.5M - $34.1M
|
14.5M
$374M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.23M+ 422.67% |
$29.3M - $31.7M
|
1.52M
$39.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
725K+ 415.46% |
$17.3M - $18.7M
|
900K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
595K+ 25.61% |
$14.2M - $15.4M
|
2.92M
$75.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498KNew |
$11.9M - $12.9M
|
498K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
432K+ 35.03% |
$10.3M - $11.2M
|
1.67M
$43M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415K+ 211.76% |
$9.89M - $10.7M
|
611K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
272K+ 720.53% |
$6.48M - $7.03M
|
310K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
253K+ 1614.27% |
$6.03M - $6.55M
|
269K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
246K+ 48.32% |
$5.86M - $6.36M
|
756K
$19.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
209KNew |
$4.98M - $5.4M
|
209K
$5.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 16.24% |
$4.71M - $5.11M
|
1.41M
$36.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
198K+ 3.04% |
$4.71M - $5.1M
|
6.69M
$173M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 8.64% |
$4.65M - $5.05M
|
2.46M
$63.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
192K+ 6.0% |
$4.57M - $4.95M
|
3.39M
$87.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
173K+ 8.19% |
$4.12M - $4.47M
|
2.29M
$59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 65.43% |
$4.1M - $4.45M
|
435K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
171KNew |
$4.08M - $4.42M
|
171K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
167KNew |
$3.98M - $4.32M
|
167K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 23.23% |
$3.82M - $4.15M
|
851K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
159K+ 45.05% |
$3.78M - $4.1M
|
511K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
151KNew |
$3.6M - $3.91M
|
151K
$3.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
149K+ 2.5% |
$3.55M - $3.85M
|
6.1M
$158M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
147K+ 15.87% |
$3.49M - $3.79M
|
1.07M
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
138K+ 5.42% |
$3.29M - $3.57M
|
2.68M
$69.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 11.02% |
$2.88M - $3.12M
|
1.22M
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121K+ 19.0% |
$2.88M - $3.12M
|
756K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
119K+ 4.29% |
$2.84M - $3.08M
|
2.89M
$74.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
115K+ 10.34% |
$2.73M - $2.97M
|
1.23M
$31.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108K+ 1.69% |
$2.57M - $2.79M
|
6.51M
$168M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 87.6% |
$2.5M - $2.72M
|
225K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.3K+ 7.27% |
$2.32M - $2.52M
|
1.44M
$37.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92.8K+ 9.22% |
$2.21M - $2.4M
|
1.1M
$28.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
85.4K+ 1.37% |
$2.03M - $2.21M
|
6.33M
$164M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
82.5K+ 14.53% |
$1.97M - $2.13M
|
651K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.2K+ 17.96% |
$1.96M - $2.12M
|
539K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
81.4K+ 11.74% |
$1.94M - $2.1M
|
774K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 6.12% |
$1.93M - $2.09M
|
1.4M
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.9K+ 33.04% |
$1.9M - $2.06M
|
322K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.3K+ 8.38% |
$1.84M - $2M
|
999K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
73.1K+ 60.51% |
$1.74M - $1.89M
|
194K
$5.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.7K+ 1.72% |
$1.73M - $1.88M
|
4.29M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.3K+ 34.04% |
$1.72M - $1.87M
|
285K
$7.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
71.7K+ 31.81% |
$1.71M - $1.85M
|
297K
$7.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71.6K+ 18.48% |
$1.7M - $1.85M
|
459K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71.5K+ 159.43% |
$1.7M - $1.85M
|
116K
$3.01M
|
|