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 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.7M+ 193.52% |
$258M - $783M
|
17.8M
$394M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.65M+ 199.94% |
$168M - $511M
|
11.5M
$254M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.43M+ 170.13% |
$141M - $429M
|
10.2M
$226M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.08M+ 187.73% |
$134M - $407M
|
9.33M
$207M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.89M+ 192.61% |
$130M - $393M
|
8.94M
$198M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
5.67M+ 197.83% |
$125M - $379M
|
8.53M
$189M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.56M+ 213.45% |
$122M - $372M
|
8.17M
$181M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.49M+ 206.18% |
$121M - $367M
|
8.15M
$181M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.69M+ 2357.83% |
$103M - $314M
|
4.89M
$109M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.28M+ 192.51% |
$94.2M - $286M
|
6.51M
$144M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.16M+ 188.57% |
$91.6M - $278M
|
6.37M
$141M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4.05M+ 202.61% |
$89.2M - $271M
|
6.05M
$134M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.99M+ 222.51% |
$87.7M - $266M
|
5.78M
$128M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.95M+ 203.11% |
$87M - $264M
|
5.9M
$131M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.94M+ 194.22% |
$86.6M - $263M
|
5.96M
$132M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.83M+ 205.21% |
$84.3M - $256M
|
5.69M
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.26M+ 201.03% |
$71.7M - $218M
|
4.87M
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.76M+ 224.36% |
$60.8M - $185M
|
4M
$88.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.74M+ 196.02% |
$60.4M - $183M
|
4.14M
$91.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.69M+ 203.53% |
$59.1M - $180M
|
4.01M
$88.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.68M+ 199.4% |
$59M - $179M
|
4.02M
$89.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.67M+ 192.01% |
$58.7M - $178M
|
4.05M
$89.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.42M+ 209.64% |
$53.2M - $162M
|
3.57M
$79.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
2.33M+ 201.35% |
$51.3M - $156M
|
3.49M
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.27M+ 215.77% |
$50M - $152M
|
3.32M
$73.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.18M+ 191.05% |
$48M - $146M
|
3.32M
$73.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.07M+ 200.31% |
$45.5M - $138M
|
3.1M
$68.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.07M+ 202.8% |
$45.5M - $138M
|
3.09M
$68.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06M+ 192.71% |
$45.3M - $137M
|
3.12M
$69.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.04M+ 199.25% |
$44.9M - $136M
|
3.06M
$68M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.02M+ 199.53% |
$44.4M - $135M
|
3.03M
$67.1M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.97M+ 201.05% |
$43.3M - $131M
|
2.94M
$65.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.9M+ 197.28% |
$41.9M - $127M
|
2.87M
$63.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.88M+ 222.38% |
$41.3M - $125M
|
2.72M
$60.3M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.87M+ 215.52% |
$41.3M - $125M
|
2.74M
$60.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.87M+ 199.8% |
$41.1M - $125M
|
2.8M
$62.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.82M+ 195.73% |
$40.1M - $122M
|
2.75M
$61M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.74M+ 197.54% |
$38.4M - $116M
|
2.63M
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66M+ 212.87% |
$36.5M - $111M
|
2.44M
$54M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.61M+ 210.0% |
$35.4M - $107M
|
2.37M
$52.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.53M+ 206.39% |
$33.7M - $102M
|
2.27M
$50.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.52M+ 185.37% |
$33.4M - $101M
|
2.34M
$51.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.5M+ 200.95% |
$32.9M - $100M
|
2.24M
$49.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.49M+ 0.0% |
$32.9M - $99.8M
|
1.49M
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.43M+ 252.94% |
$31.4M - $95.3M
|
1.99M
$44.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 212.86% |
$31M - $94.2M
|
2.07M
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4M+ 204.88% |
$30.9M - $93.7M
|
2.09M
$46.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.39M+ 251.79% |
$30.6M - $92.8M
|
1.94M
$43M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.38M+ 210.3% |
$30.4M - $92.3M
|
2.04M
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3M+ 215.98% |
$28.7M - $87M
|
1.91M
$42.3M
|