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 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$57.3 - $71.5
|
1.9K
$46.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.02% |
$57.3 - $71.5
|
17K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.25% |
$57.3 - $71.5
|
1.22K
$30K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$57.3 - $71.5
|
25.9K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.11% |
$38.2 - $47.7
|
1.78K
$43.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$38.2 - $47.7
|
8.77K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$38.2 - $47.7
|
7.16K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
25.2K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 13.33% |
$38.2 - $47.7
|
17
$417
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$38.2 - $47.7
|
11.2K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
13.7K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$38.2 - $47.7
|
718
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
23.9K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.26% |
$19.1 - $23.8
|
385
$9.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$19.1 - $23.8
|
203
$4.98K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1+ 0.0% |
$19.1 - $23.8
|
69.3K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.26% |
$19.1 - $23.8
|
386
$9.47K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.0% |
$19.1 - $23.8
|
38.4K
$942K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.09% |
$19.1 - $23.8
|
1.11K
$27.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.32% |
$19.1 - $23.8
|
311
$7.63K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.01% |
$19.1 - $23.8
|
12.3K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
122KNew |
$2.59M - $2.9M
|
122K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$1.29M - $1.44M
|
60.6K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
56.6K+ 147.05% |
$1.2M - $1.34M
|
95.1K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
36.9K+ 5.35% |
$784K - $877K
|
726K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
35.3K+ 2.32% |
$750K - $839K
|
1.56M
$38.3M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.4KNew |
$710K - $794K
|
33.4K
$820K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.6KNew |
$692K - $774K
|
32.6K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$621K - $695K
|
29.3K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
25.9KNew |
$551K - $616K
|
25.9K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$545K - $609K
|
25.7K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23.5KNew |
$500K - $559K
|
23.5K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23K+ 28.3% |
$489K - $547K
|
104K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.8KNew |
$400K - $447K
|
18.8K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17.8KNew |
$378K - $422K
|
17.8K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.3K+ 14.47% |
$367K - $411K
|
137K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.7KNew |
$334K - $374K
|
15.7K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.8KNew |
$315K - $352K
|
14.8K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$330K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.2KNew |
$281K - $314K
|
13.2K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.6KNew |
$267K - $299K
|
12.6K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 1.24% |
$262K - $293K
|
1.01M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$260K - $290K
|
12.2K
$300K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11.7K+ 1.56% |
$248K - $278K
|
764K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
11.5K+ 0.91% |
$245K - $274K
|
1.28M
$31.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.8K+ 73.89% |
$229K - $257K
|
25.4K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.3K+ 200.94% |
$219K - $245K
|
15.4K
$378K
|
|