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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100KNew |
$2.2M - $6.68M
|
100K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97.5K+ 551.59% |
$2.15M - $6.52M
|
115K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97.4KNew |
$2.14M - $6.51M
|
97.4K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 188.5% |
$2.13M - $6.46M
|
148K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
93.7K+ 197.42% |
$2.06M - $6.26M
|
141K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93.6K+ 199.22% |
$2.06M - $6.25M
|
141K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
93.1K+ 202.15% |
$2.05M - $6.22M
|
139K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
90.9KNew |
$2M - $6.07M
|
90.9K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85.4K+ 198.93% |
$1.88M - $5.71M
|
128K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.1K+ 325.13% |
$1.87M - $5.68M
|
111K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
82.7KNew |
$1.82M - $5.53M
|
82.7K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
81.9K+ 197.1% |
$1.8M - $5.48M
|
124K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
77.7K+ 220.15% |
$1.71M - $5.19M
|
113K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
77.1K+ 181.11% |
$1.7M - $5.15M
|
120K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75.7K+ 192.19% |
$1.67M - $5.06M
|
115K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
73.8K+ 331.62% |
$1.62M - $4.93M
|
96K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73.2K+ 200.0% |
$1.61M - $4.89M
|
110K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
70.9K+ 124459.65% |
$1.56M - $4.74M
|
71K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
70.9K+ 1486.41% |
$1.56M - $4.74M
|
75.6K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
67.4KNew |
$1.48M - $4.5M
|
67.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66.3K+ 200.11% |
$1.46M - $4.43M
|
99.4K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
64.1K+ 62.38% |
$1.41M - $4.28M
|
167K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
60.3K+ 142.76% |
$1.33M - $4.03M
|
103K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
60KNew |
$1.32M - $4.01M
|
60K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57.9K+ 350.46% |
$1.27M - $3.87M
|
74.4K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
57.6K+ 204.29% |
$1.27M - $3.85M
|
85.8K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
57.2KNew |
$1.26M - $3.83M
|
57.2K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
57.1K+ 200.0% |
$1.26M - $3.82M
|
85.7K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56.8K+ 203.85% |
$1.25M - $3.8M
|
84.7K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56.8K+ 230.21% |
$1.25M - $3.79M
|
81.4K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 79.64% |
$1.22M - $3.7M
|
125K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55.4K+ 186.2% |
$1.22M - $3.7M
|
85.1K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
54.6K+ 200.0% |
$1.2M - $3.65M
|
81.9K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.6K+ 218.6% |
$1.2M - $3.65M
|
79.6K
$1.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
52.3KNew |
$1.15M - $3.49M
|
52.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
52.1K+ 200.0% |
$1.15M - $3.48M
|
78.2K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52.1K+ 1990.94% |
$1.15M - $3.48M
|
54.7K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
51.9K+ 199.42% |
$1.14M - $3.46M
|
77.9K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
50.7K+ 197.34% |
$1.12M - $3.39M
|
76.4K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.7K+ 181.67% |
$1.09M - $3.32M
|
77K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.4K+ 187.1% |
$1.09M - $3.3M
|
75.8K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
49.3K+ 200.0% |
$1.08M - $3.29M
|
73.9K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 194.61% |
$1.07M - $3.25M
|
73.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.2K+ 265.37% |
$1.06M - $3.22M
|
66.4K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
47.4K+ 184.82% |
$1.04M - $3.17M
|
73.1K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
45.6K+ 198.58% |
$1M - $3.05M
|
68.6K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
45.3K+ 206.22% |
$998K - $3.03M
|
67.3K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5K+ 170.74% |
$914K - $2.78M
|
65.9K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.2K+ 200.0% |
$908K - $2.76M
|
61.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40.3K+ 200.04% |
$887K - $2.69M
|
60.4K
$1.29M
|