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 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
104+ 0.29% |
$2.21K - $2.47K
|
35.6K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
99+ 1.48% |
$2.1K - $2.35K
|
6.79K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
97+ 1.03% |
$2.06K - $2.3K
|
9.56K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
93+ 0.31% |
$1.97K - $2.21K
|
30.6K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
88+ 0.35% |
$1.87K - $2.09K
|
25.2K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
87+ 0.18% |
$1.85K - $2.07K
|
49.7K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
84+ 0.48% |
$1.78K - $2K
|
17.5K
$419K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
80+ 0.31% |
$1.7K - $1.9K
|
25.9K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
79+ 0.3% |
$1.68K - $1.88K
|
26.1K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62+ 0.36% |
$1.32K - $1.47K
|
17.2K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 0.22% |
$1.27K - $1.43K
|
27.6K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
60+ 0.3% |
$1.27K - $1.43K
|
19.8K
$474K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.3% |
$1.15K - $1.28K
|
17.9K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 0.55% |
$1.13K - $1.26K
|
9.69K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
52+ 0.29% |
$1.1K - $1.24K
|
18K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 0.31% |
$1.1K - $1.24K
|
17.1K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
50+ 0.13% |
$1.06K - $1.19K
|
39.8K
$951K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48+ 0.16% |
$1.02K - $1.14K
|
30.4K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
47+ 0.31% |
$998 - $1.12K
|
15.2K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
46+ 0.26% |
$977 - $1.09K
|
17.9K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
45+ 0.13% |
$955 - $1.07K
|
35.7K
$853K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
43+ 0.13% |
$913 - $1.02K
|
32.5K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
41+ 0.1% |
$870 - $974
|
41.5K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.02% |
$828 - $926
|
233K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
39+ 0.3% |
$828 - $926
|
13K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$786 - $879
|
37
$885
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
36+ 0.3% |
$764 - $855
|
11.9K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 2.37% |
$764 - $855
|
1.56K
$37.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
36+ 0.31% |
$764 - $855
|
11.7K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
34+ 2.58% |
$722 - $808
|
1.35K
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32+ 38.1% |
$679 - $760
|
116
$2.77K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.64K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.61K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
29+ 0.3% |
$616 - $689
|
9.64K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
29+ 0.08% |
$616 - $689
|
34.8K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
24+ 1.74% |
$510 - $570
|
1.4K
$33.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$425 - $475
|
20
$478
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
19+ 0.08% |
$403 - $451
|
25.2K
$603K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18+ 0.13% |
$382 - $428
|
14.4K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
17+ 0.08% |
$361 - $404
|
20.2K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.07% |
$361 - $404
|
23.5K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
17+ 0.31% |
$361 - $404
|
5.5K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$361 - $404
|
16.2K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$340 - $380
|
24.8K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.16% |
$318 - $356
|
9.64K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$318 - $356
|
15
$359
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
15+ 0.11% |
$318 - $356
|
14K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.03% |
$276 - $309
|
44.7K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.03% |
$276 - $309
|
47.4K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12+ 0.07% |
$255 - $285
|
17.4K
$415K
|