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 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
87+ 0.04% |
$1.66K - $2.07K
|
197K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$1.6K - $2K
|
84
$2.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
83+ 0.39% |
$1.59K - $1.98K
|
21.5K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
79+ 0.7% |
$1.51K - $1.88K
|
11.3K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$1.47K - $1.83K
|
26.2K
$642K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
76+ 0.29% |
$1.45K - $1.81K
|
26K
$638K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
75+ 0.2% |
$1.43K - $1.79K
|
37.9K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.22% |
$1.24K - $1.55K
|
29.2K
$716K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
63+ 0.17% |
$1.2K - $1.5K
|
36.8K
$903K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 1.58% |
$1.15K - $1.43K
|
3.85K
$94.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.15K - $1.43K
|
60
$1.47K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 0.25% |
$1.11K - $1.38K
|
23.3K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
56+ 0.3% |
$1.07K - $1.33K
|
18.9K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
53+ 0.3% |
$1.01K - $1.26K
|
17.9K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
51+ 0.3% |
$974 - $1.22K
|
17.3K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
50+ 0.29% |
$955 - $1.19K
|
17.1K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50+ 0.28% |
$955 - $1.19K
|
18K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
50+ 0.04% |
$955 - $1.19K
|
120K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 0.32% |
$955 - $1.19K
|
15.8K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 0.41% |
$936 - $1.17K
|
11.9K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
48New |
$917 - $1.14K
|
48
$1.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 29.94% |
$898 - $1.12K
|
204
$5K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
46+ 0.11% |
$879 - $1.1K
|
42.2K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
46+ 0.28% |
$879 - $1.1K
|
16.6K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
46+ 0.25% |
$879 - $1.1K
|
18.6K
$456K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
45+ 0.26% |
$860 - $1.07K
|
17.3K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.48% |
$860 - $1.07K
|
9.41K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
45+ 0.3% |
$860 - $1.07K
|
15.3K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
44+ 0.12% |
$840 - $1.05K
|
35.7K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.4K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
44+ 0.63% |
$840 - $1.05K
|
7.04K
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.4K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.9K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
43+ 0.25% |
$821 - $1.02K
|
17.6K
$431K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.29% |
$783 - $977
|
14.1K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.1% |
$764 - $953
|
41.5K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.08% |
$745 - $929
|
49.8K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.3% |
$726 - $906
|
12.9K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
38+ 0.27% |
$726 - $906
|
14.3K
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.02% |
$726 - $906
|
233K
$5.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$707 - $882
|
14.1K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
36+ 0.06% |
$688 - $858
|
63.7K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
35+ 0.29% |
$669 - $834
|
11.9K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 0.16% |
$669 - $834
|
22K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.29% |
$649 - $810
|
11.8K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$611 - $763
|
34.5K
$846K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.12% |
$611 - $763
|
26.9K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.27% |
$592 - $739
|
11.6K
$285K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
30+ 0.3% |
$573 - $715
|
10.2K
$249K
|