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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
62.1M+ 2295.83% |
$1.19B - $1.48B
|
64.8M
$1.59B
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.78MNew |
$130M - $162M
|
6.78M
$166M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.56M+ 1400.4% |
$106M - $132M
|
5.95M
$146M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47M+ 230.53% |
$28.2M - $35.1M
|
2.11M
$51.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.3M+ 31.32% |
$24.9M - $31.1M
|
5.47M
$134M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.21M+ 10.12% |
$23.1M - $28.8M
|
13.2M
$323M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.12M+ 942.16% |
$21.3M - $26.6M
|
1.23M
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
871K+ 43.53% |
$16.6M - $20.7M
|
2.87M
$70.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
853K+ 59.52% |
$16.3M - $20.3M
|
2.29M
$56.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
715K+ 106.5% |
$13.7M - $17M
|
1.39M
$34M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
672K+ 530.14% |
$12.8M - $16M
|
799K
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
637K+ 11.35% |
$12.2M - $15.2M
|
6.25M
$153M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
580KNew |
$11.1M - $13.8M
|
580K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
483KNew |
$9.22M - $11.5M
|
483K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
475K+ 60.44% |
$9.07M - $11.3M
|
1.26M
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
434K+ 71.5% |
$8.28M - $10.3M
|
1.04M
$25.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
413K+ 9.72% |
$7.89M - $9.84M
|
4.66M
$114M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
400K+ 20.83% |
$7.65M - $9.54M
|
2.32M
$57M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
366K+ 69.98% |
$6.99M - $8.72M
|
888K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365K+ 18.17% |
$6.97M - $8.69M
|
2.37M
$58.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
327KNew |
$6.25M - $7.8M
|
327K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
322K+ 2.71% |
$6.15M - $7.68M
|
12.2M
$300M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
292K+ 27.9% |
$5.58M - $6.96M
|
1.34M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
281K+ 13.99% |
$5.37M - $6.7M
|
2.29M
$56.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
247K+ 36.64% |
$4.72M - $5.89M
|
922K
$22.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
232K+ 7.82% |
$4.43M - $5.52M
|
3.19M
$78.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
230K+ 82.17% |
$4.39M - $5.48M
|
509K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
228KNew |
$4.36M - $5.44M
|
228K
$5.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
218KNew |
$4.16M - $5.19M
|
218K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
213KNew |
$4.06M - $5.07M
|
213K
$5.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
204KNew |
$3.89M - $4.85M
|
204K
$4.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
203KNew |
$3.88M - $4.84M
|
203K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
203K+ 910.17% |
$3.88M - $4.84M
|
225K
$5.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
202K+ 17.21% |
$3.85M - $4.81M
|
1.37M
$33.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196K+ 123.74% |
$3.74M - $4.67M
|
354K
$8.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
191K+ 10.2% |
$3.64M - $4.54M
|
2.06M
$50.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
186K+ 6.04% |
$3.56M - $4.44M
|
3.27M
$80.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
184K+ 77.32% |
$3.51M - $4.37M
|
421K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
181KNew |
$3.46M - $4.31M
|
181K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
178K+ 110.71% |
$3.4M - $4.24M
|
338K
$8.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
173K+ 29.36% |
$3.3M - $4.12M
|
761K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165K+ 7.88% |
$3.15M - $3.93M
|
2.26M
$55.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
162KNew |
$3.09M - $3.86M
|
162K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
161KNew |
$3.08M - $3.84M
|
161K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
151K+ 4.1% |
$2.89M - $3.6M
|
3.83M
$94M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
147K+ 338.86% |
$2.8M - $3.49M
|
190K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 458.83% |
$2.74M - $3.42M
|
175K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 5.48% |
$2.63M - $3.28M
|
2.65M
$65M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
136K+ 6.46% |
$2.59M - $3.23M
|
2.24M
$54.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
132K+ 189.24% |
$2.53M - $3.15M
|
202K
$4.96M
|