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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.78MNew |
$130M - $162M
|
6.78M
$162M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
475K+ 60.44% |
$9.07M - $11.3M
|
1.26M
$30.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
434K+ 71.5% |
$8.28M - $10.3M
|
1.04M
$24.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
202K+ 17.21% |
$3.85M - $4.81M
|
1.37M
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165K+ 7.88% |
$3.15M - $3.93M
|
2.26M
$54M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 31.87% |
$1.21M - $1.51M
|
263K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61.3K+ 2.47% |
$1.17M - $1.46M
|
2.55M
$60.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34.9K+ 3.31% |
$666K - $831K
|
1.09M
$26M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30.8K+ 1.3% |
$588K - $734K
|
2.4M
$57.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22KNew |
$420K - $524K
|
22K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.3K+ 1.87% |
$389K - $485K
|
1.11M
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18K+ 17.41% |
$344K - $429K
|
121K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18K+ 7.98% |
$343K - $429K
|
243K
$5.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.2K+ 3.27% |
$329K - $410K
|
544K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16.4KNew |
$313K - $391K
|
16.4K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.4K+ 3.32% |
$313K - $390K
|
509K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15.5K+ 15.44% |
$296K - $370K
|
116K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.9K+ 13.46% |
$265K - $330K
|
117K
$2.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$194K - $242K
|
10.2K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.98KNew |
$171K - $214K
|
8.98K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 1.85% |
$164K - $205K
|
472K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
8.46KNew |
$162K - $202K
|
8.46K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.89K+ 1.99% |
$93.3K - $116K
|
250K
$5.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.64K+ 1.79% |
$88.5K - $110K
|
263K
$6.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.62K+ 0.42% |
$69K - $86.1K
|
862K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.28K+ 6.9% |
$62.6K - $78K
|
50.8K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.27K+ 9.9% |
$62.5K - $77.9K
|
36.3K
$869K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.89K+ 12.87% |
$55.1K - $68.8K
|
25.3K
$605K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.71K+ 2.55% |
$51.7K - $64.5K
|
109K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
2.59K+ 15.98% |
$49.5K - $61.7K
|
18.8K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32K+ 0.97% |
$44.4K - $55.3K
|
241K
$5.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 2.26% |
$42.1K - $52.5K
|
99.5K
$2.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
982+ 1.19% |
$18.8K - $23.4K
|
83.7K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
963New |
$18.4K - $22.9K
|
963
$23K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$25.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
690+ 0.42% |
$13.2K - $16.4K
|
163K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
447+ 4.16% |
$8.54K - $10.7K
|
11.2K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
280+ 0.25% |
$5.35K - $6.67K
|
114K
$2.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
258+ 1.44% |
$4.93K - $6.15K
|
18.1K
$433K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.39% |
$3.09K - $3.86K
|
42.1K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 0.68% |
$1.97K - $2.45K
|
15.2K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
102+ 0.89% |
$1.95K - $2.43K
|
11.6K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$573K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.22% |
$1.24K - $1.55K
|
29.2K
$698K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 0.25% |
$1.11K - $1.38K
|
23.3K
$558K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
46+ 0.25% |
$879 - $1.1K
|
18.6K
$444K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.29% |
$783 - $977
|
14.1K
$337K
|