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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.83M+ 107.59% |
$38.8M - $43.4M
|
3.53M
$75.3M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
985K+ 1445.92% |
$20.9M - $23.4M
|
1.05M
$22.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
603K+ 29.12% |
$12.8M - $14.3M
|
2.67M
$57.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
565K+ 63.69% |
$12M - $13.4M
|
1.45M
$31M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
519K+ 50.36% |
$11M - $12.3M
|
1.55M
$33.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
497K+ 97.97% |
$10.5M - $11.8M
|
1M
$21.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
482K+ 4357.81% |
$10.2M - $11.4M
|
493K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
479K+ 4.17% |
$10.2M - $11.4M
|
11.9M
$255M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397KNew |
$8.42M - $9.42M
|
397K
$8.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
382K+ 6.48% |
$8.12M - $9.08M
|
6.28M
$134M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
340K+ 182.87% |
$7.23M - $8.09M
|
527K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
334K+ 59.1% |
$7.09M - $7.93M
|
899K
$19.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
310K+ 5.12% |
$6.58M - $7.36M
|
6.36M
$136M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
243K+ 6.07% |
$5.17M - $5.78M
|
4.25M
$90.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
234K+ 13.83% |
$4.96M - $5.55M
|
1.92M
$41M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
228KNew |
$4.83M - $5.41M
|
228K
$4.86M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
222K+ 28.5% |
$4.72M - $5.28M
|
1M
$21.4M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
198K+ 112.45% |
$4.21M - $4.7M
|
374K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189KNew |
$4.01M - $4.49M
|
189K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 9.34% |
$3.8M - $4.25M
|
2.1M
$44.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
171K+ 9.6% |
$3.62M - $4.05M
|
1.95M
$41.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
164K+ 449.37% |
$3.48M - $3.89M
|
200K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
142K+ 3.54% |
$3.02M - $3.38M
|
4.16M
$88.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
138K+ 67.14% |
$2.92M - $3.27M
|
343K
$7.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
136K+ 307.09% |
$2.89M - $3.23M
|
181K
$3.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
128K+ 304.44% |
$2.72M - $3.04M
|
170K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
122KNew |
$2.59M - $2.9M
|
122K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
119K+ 11.45% |
$2.54M - $2.84M
|
1.16M
$24.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
112K+ 3.14% |
$2.38M - $2.66M
|
3.68M
$78.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
110K+ 4.63% |
$2.33M - $2.61M
|
2.48M
$53M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
109KNew |
$2.32M - $2.59M
|
109K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
109K+ 14.45% |
$2.31M - $2.58M
|
861K
$18.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
102K+ 3.29% |
$2.17M - $2.43M
|
3.2M
$68.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
98K+ 4.32% |
$2.08M - $2.33M
|
2.37M
$50.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94.3K+ 5.93% |
$2M - $2.24M
|
1.68M
$35.9M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
87.2K+ 4.28% |
$1.85M - $2.07M
|
2.13M
$45.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
84.1K+ 0.99% |
$1.78M - $2M
|
8.61M
$184M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
79.1KNew |
$1.68M - $1.88M
|
79.1K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
77.8K+ 52.75% |
$1.65M - $1.85M
|
225K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
77.6K+ 25.89% |
$1.65M - $1.84M
|
377K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
76.6K+ 4.79% |
$1.63M - $1.82M
|
1.68M
$35.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
75.2K+ 14.15% |
$1.6M - $1.79M
|
607K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
72.7K+ 0.89% |
$1.54M - $1.73M
|
8.24M
$176M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.7K+ 0.79% |
$1.5M - $1.68M
|
9.01M
$192M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.9K+ 5.59% |
$1.44M - $1.61M
|
1.28M
$27.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
64.1K+ 8.07% |
$1.36M - $1.52M
|
859K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
63.7KNew |
$1.35M - $1.51M
|
63.7K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
61.9KNew |
$1.31M - $1.47M
|
61.9K
$1.32M
|