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 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
12+ 0.03% |
$255 - $285
|
36.9K
$883K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.29% |
$234 - $261
|
3.79K
$90.5K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10+ 0.06% |
$212 - $238
|
18K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9+ 0.09% |
$191 - $214
|
9.94K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$191 - $214
|
9
$215
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.08% |
$170 - $190
|
10.5K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
BUY
|
- |
8+ 0.03% |
$170 - $190
|
27K
$645K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$170 - $190
|
2.55K
$61.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 3.31% |
$127 - $143
|
187
$4.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.04% |
$127 - $143
|
15.8K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$127 - $143
|
54K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5+ 0.03% |
$106 - $119
|
18.1K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.2% |
$84.9 - $95
|
2.03K
$48.5K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.32% |
$84.9 - $95
|
1.25K
$30K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.33% |
$84.9 - $95
|
1.22K
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$63.7 - $71.3
|
14.8K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.26% |
$63.7 - $71.3
|
1.18K
$28.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$63.7 - $71.3
|
23.2K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$63.7 - $71.3
|
11.2K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.06% |
$42.5 - $47.5
|
3.26K
$77.8K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$42.5 - $47.5
|
7.16K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2+ 0.02% |
$42.5 - $47.5
|
12K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.14% |
$42.5 - $47.5
|
1.45K
$34.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$42.5 - $47.5
|
716
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.26% |
$21.2 - $23.8
|
385
$9.21K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.09% |
$21.2 - $23.8
|
1.11K
$26.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.26% |
$21.2 - $23.8
|
384
$9.18K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.74M+ 197.54% |
$38.4M - $116M
|
2.63M
$62.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.49M+ 0.0% |
$32.9M - $99.8M
|
1.49M
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
940K+ 169.12% |
$20.7M - $62.8M
|
1.5M
$35.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
725K+ 194.62% |
$16M - $48.5M
|
1.1M
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
525K+ 191.66% |
$11.6M - $35.1M
|
800K
$19.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
320K+ 200.0% |
$7.04M - $21.4M
|
480K
$11.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
303K+ 177.31% |
$6.68M - $20.3M
|
474K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
300K+ 200.0% |
$6.6M - $20M
|
450K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
174K+ 200.0% |
$3.83M - $11.6M
|
261K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
151K+ 200.0% |
$3.33M - $10.1M
|
227K
$5.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
143K+ 200.0% |
$3.14M - $9.54M
|
214K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
132KNew |
$2.92M - $8.85M
|
132K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
103K+ 203.9% |
$2.27M - $6.88M
|
153K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100KNew |
$2.2M - $6.68M
|
100K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.4KNew |
$2.14M - $6.51M
|
97.4K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93.6K+ 199.22% |
$2.06M - $6.25M
|
141K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
93.1K+ 202.15% |
$2.05M - $6.22M
|
139K
$3.33M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
84.1KNew |
$1.85M - $5.62M
|
84.1K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
81.9K+ 197.1% |
$1.8M - $5.48M
|
124K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73.2K+ 200.0% |
$1.61M - $4.89M
|
110K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
70.9K+ 124459.65% |
$1.56M - $4.74M
|
71K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
60KNew |
$1.32M - $4.01M
|
60K
$1.43M
|
|