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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.32M+ 10.04% |
$31.5M - $34.1M
|
14.5M
$373M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498KNew |
$11.9M - $12.9M
|
498K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$130M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
209KNew |
$4.98M - $5.4M
|
209K
$5.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
198K+ 3.04% |
$4.71M - $5.1M
|
6.69M
$172M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 8.64% |
$4.65M - $5.05M
|
2.46M
$63.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
192K+ 6.0% |
$4.57M - $4.95M
|
3.39M
$87.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 65.43% |
$4.1M - $4.45M
|
435K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
147K+ 15.87% |
$3.49M - $3.79M
|
1.07M
$27.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
115K+ 10.34% |
$2.73M - $2.97M
|
1.23M
$31.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108K+ 1.69% |
$2.57M - $2.79M
|
6.51M
$168M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
85.4K+ 1.37% |
$2.03M - $2.21M
|
6.33M
$163M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
71.7K+ 31.81% |
$1.71M - $1.85M
|
297K
$7.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61.1K+ 8.41% |
$1.46M - $1.58M
|
788K
$20.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
58K+ 0.67% |
$1.38M - $1.5M
|
8.72M
$224M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42.5K+ 17.37% |
$1.01M - $1.1M
|
287K
$7.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
41.2K+ 0.68% |
$981K - $1.06M
|
6.09M
$157M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.8KNew |
$973K - $1.06M
|
40.8K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.6KNew |
$895K - $971K
|
37.6K
$967K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.02% |
$859K - $932K
|
1.23M
$31.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
35.5K+ 8.38% |
$846K - $918K
|
459K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
27.4K+ 36.9% |
$653K - $709K
|
102K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.8K+ 5.17% |
$639K - $693K
|
546K
$14.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26.2K+ 24.04% |
$625K - $678K
|
135K
$3.48M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
24.5K+ 15.2% |
$583K - $633K
|
186K
$4.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.2K+ 1.02% |
$553K - $600K
|
2.31M
$59.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 2.49% |
$550K - $597K
|
952K
$24.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
21.6K+ 2.5% |
$514K - $557K
|
884K
$22.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$501K - $543K
|
21K
$541K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.8K+ 28.11% |
$496K - $538K
|
94.9K
$2.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 347.55% |
$464K - $503K
|
25.1K
$645K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 0.77% |
$441K - $478K
|
2.42M
$62.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
16.9K+ 1.94% |
$403K - $437K
|
888K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 11.24% |
$347K - $376K
|
144K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$334K - $362K
|
14K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
13.1K+ 20.14% |
$313K - $339K
|
78.3K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.2K+ 0.59% |
$292K - $316K
|
2.07M
$53.3M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.1K+ 1.72% |
$289K - $313K
|
716K
$18.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 0.96% |
$288K - $312K
|
1.27M
$32.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.7K+ 9.03% |
$278K - $302K
|
141K
$3.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.5KNew |
$275K - $298K
|
11.5K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$251K - $273K
|
15.8K
$407K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.53K+ 53.63% |
$227K - $246K
|
27.3K
$703K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.48KNew |
$226K - $245K
|
9.48K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.16K+ 3.77% |
$218K - $237K
|
252K
$6.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.07K+ 54.63% |
$216K - $234K
|
25.7K
$661K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.9KNew |
$212K - $230K
|
8.9K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
8.81KNew |
$210K - $228K
|
8.81K
$227K
|