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 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
305K+ 197.85% |
$6.71M - $20.4M
|
459K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.82M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9.35K+ 201.03% |
$206K - $625K
|
14K
$321K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
964+ 200.0% |
$21.2K - $64.4K
|
1.45K
$33.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
710+ 200.0% |
$15.6K - $47.4K
|
1.07K
$24.4K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.62M+ 37033.09% |
$96.8M - $107M
|
1.62M
$37.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
928K+ 193.94% |
$55.6M - $61.7M
|
1.41M
$32.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
817K+ 195.43% |
$49M - $54.4M
|
1.24M
$28.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
576K+ 196.44% |
$34.5M - $38.3M
|
869K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
565KNew |
$33.8M - $37.6M
|
565K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
556K+ 6850.69% |
$33.3M - $37M
|
564K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
467K+ 214.29% |
$28M - $31.1M
|
685K
$15.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
365K+ 225.2% |
$21.9M - $24.3M
|
528K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
353KNew |
$21.1M - $23.5M
|
353K
$8.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
320K+ 38.17% |
$19.2M - $21.3M
|
1.16M
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
299K+ 487.09% |
$17.9M - $19.9M
|
361K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
277KNew |
$16.6M - $18.5M
|
277K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
191K+ 7.75% |
$11.5M - $12.7M
|
2.66M
$61.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
175K+ 88.28% |
$10.5M - $11.6M
|
373K
$8.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
168K+ 4.59% |
$10.1M - $11.2M
|
3.82M
$87.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
165KNew |
$9.89M - $11M
|
165K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
152K+ 12.2% |
$9.13M - $10.1M
|
1.4M
$32.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
152K+ 201.74% |
$9.09M - $10.1M
|
227K
$5.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
146K+ 23.54% |
$8.75M - $9.71M
|
766K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
115K+ 6.55% |
$6.87M - $7.63M
|
1.87M
$42.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
111K+ 4.04% |
$6.67M - $7.4M
|
2.86M
$65.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 173.86% |
$6.48M - $7.19M
|
170K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
94.4K+ 197.77% |
$5.66M - $6.28M
|
142K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88.6K+ 8.33% |
$5.31M - $5.9M
|
1.15M
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.5K+ 84.62% |
$5.18M - $5.75M
|
189K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
81.9K+ 10.75% |
$4.91M - $5.45M
|
844K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
81.1K+ 374.94% |
$4.86M - $5.39M
|
103K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76KNew |
$4.55M - $5.05M
|
76K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
74.7K+ 10.04% |
$4.48M - $4.97M
|
818K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63.9K+ 83.65% |
$3.83M - $4.25M
|
140K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61.4K+ 13.71% |
$3.68M - $4.09M
|
509K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
56.4K+ 2.21% |
$3.38M - $3.75M
|
2.61M
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 14.62% |
$3.17M - $3.52M
|
415K
$9.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48.9K+ 216.19% |
$2.93M - $3.25M
|
71.5K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
48.1KNew |
$2.88M - $3.2M
|
48.1K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
47.4K+ 6.05% |
$2.84M - $3.15M
|
831K
$19.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.1KNew |
$2.76M - $3.06M
|
46.1K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45.5K+ 12.95% |
$2.72M - $3.02M
|
396K
$9.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40.7K+ 226.48% |
$2.44M - $2.71M
|
58.7K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39.5K+ 201.29% |
$2.37M - $2.63M
|
59.1K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
38.8K+ 1.29% |
$2.33M - $2.58M
|
3.06M
$70.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.7K+ 4.28% |
$2.14M - $2.38M
|
870K
$20M
|
|