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 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
39.6K+ 200.03% |
$871K - $2.64M
|
59.3K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
39.3K+ 200.0% |
$864K - $2.62M
|
58.9K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
38.9K+ 200.0% |
$856K - $2.6M
|
58.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
38.3K+ 200.0% |
$843K - $2.56M
|
57.5K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
38.3KNew |
$842K - $2.56M
|
38.3K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
37.4K+ 200.0% |
$823K - $2.5M
|
56.1K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.7K+ 199.99% |
$807K - $2.45M
|
55K
$1.17M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$800K - $2.43M
|
36.4K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35.6K+ 200.0% |
$784K - $2.38M
|
53.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
35.5K+ 302.5% |
$781K - $2.37M
|
47.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35.1K+ 760.46% |
$772K - $2.35M
|
39.7K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 201.07% |
$693K - $2.1M
|
47.2K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31.4K+ 202.32% |
$691K - $2.1M
|
46.9K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$968K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30K+ 271.39% |
$661K - $2.01M
|
41.1K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
30KNew |
$660K - $2M
|
30K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 199.99% |
$659K - $2M
|
44.9K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9K+ 200.0% |
$657K - $2M
|
44.8K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$640K - $1.94M
|
29.1K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
28.2KNew |
$621K - $1.88M
|
28.2K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
27.7K+ 152.56% |
$610K - $1.85M
|
45.9K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
26K+ 200.0% |
$572K - $1.74M
|
39K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
25.7K+ 200.0% |
$566K - $1.72M
|
38.6K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$824K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 209.26% |
$551K - $1.67M
|
37K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24.6K+ 200.02% |
$541K - $1.64M
|
36.9K
$787K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
24.1K+ 198.64% |
$530K - $1.61M
|
36.2K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24K+ 170.36% |
$527K - $1.6M
|
38K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 219.42% |
$521K - $1.58M
|
34.5K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.7K+ 254.16% |
$521K - $1.58M
|
33K
$704K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$752K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23K+ 200.0% |
$506K - $1.54M
|
34.5K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22.3K+ 173.68% |
$491K - $1.49M
|
35.2K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21K+ 196.21% |
$461K - $1.4M
|
31.6K
$675K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
20.3K+ 200.49% |
$446K - $1.35M
|
30.4K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19.6K+ 200.0% |
$431K - $1.31M
|
29.4K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.5K+ 196.81% |
$407K - $1.24M
|
27.9K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.2K+ 190.88% |
$401K - $1.22M
|
27.7K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$398K - $1.21M
|
18.1K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
17.9K+ 219.35% |
$394K - $1.2M
|
26K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17.6K+ 201.05% |
$388K - $1.18M
|
26.4K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17.6K+ 200.0% |
$388K - $1.18M
|
26.4K
$564K
|