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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
126+ 3.82% |
$7.55K - $8.38K
|
3.43K
$80.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
125+ 1.0% |
$7.49K - $8.32K
|
12.7K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 0.18% |
$7.31K - $8.12K
|
69.2K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
122+ 0.91% |
$7.31K - $8.12K
|
13.5K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
116+ 0.66% |
$6.95K - $7.72K
|
17.8K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
115+ 2.12% |
$6.89K - $7.65K
|
5.55K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
111+ 0.03% |
$6.65K - $7.38K
|
364K
$8.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 1.65% |
$6.47K - $7.18K
|
6.66K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
103+ 1.28% |
$6.17K - $6.85K
|
8.16K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102+ 0.62% |
$6.11K - $6.79K
|
16.5K
$389K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.75% |
$6.11K - $6.79K
|
13.8K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
100+ 1.66% |
$5.99K - $6.65K
|
6.12K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
99+ 0.64% |
$5.93K - $6.59K
|
15.7K
$369K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
94+ 49.21% |
$5.63K - $6.25K
|
285
$6.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$12.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$2.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
86+ 0.52% |
$5.15K - $5.72K
|
16.5K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 0.8% |
$5.09K - $5.65K
|
10.7K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
79+ 0.48% |
$4.73K - $5.26K
|
16.6K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 3.12% |
$4.49K - $4.99K
|
2.48K
$58.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
65+ 0.85% |
$3.9K - $4.32K
|
7.68K
$181K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.16% |
$3.84K - $4.26K
|
39.9K
$939K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$145K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.58% |
$3.48K - $3.86K
|
10.1K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
57+ 1.32% |
$3.42K - $3.79K
|
4.39K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55+ 0.28% |
$3.3K - $3.66K
|
19.4K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.11% |
$3.18K - $3.53K
|
50.5K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
52+ 0.61% |
$3.12K - $3.46K
|
8.54K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 1.49% |
$3.06K - $3.39K
|
3.48K
$82K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.91% |
$3.06K - $3.39K
|
5.67K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.34% |
$3K - $3.33K
|
14.5K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.59% |
$2.7K - $2.99K
|
7.65K
$180K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.7K - $2.99K
|
11.6K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.7K - $2.99K
|
8.04K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.59% |
$2.58K - $2.86K
|
7.35K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41New |
$2.46K - $2.73K
|
41
$965
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 0.14% |
$2.4K - $2.66K
|
28.2K
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$2.34K - $2.59K
|
6.13K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
38+ 0.63% |
$2.28K - $2.53K
|
6.09K
$143K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
38+ 0.65% |
$2.28K - $2.53K
|
5.92K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
38+ 0.28% |
$2.28K - $2.53K
|
13.8K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
37+ 0.09% |
$2.22K - $2.46K
|
42.9K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.32% |
$2.1K - $2.33K
|
11.1K
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.63% |
$2.1K - $2.33K
|
5.59K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
33+ 0.33% |
$1.98K - $2.2K
|
10.1K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 0.32% |
$1.98K - $2.2K
|
10.3K
$243K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
32+ 0.64% |
$1.92K - $2.13K
|
5.04K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.26% |
$1.86K - $2.06K
|
11.9K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$1.8K - $2K
|
5.9K
$139K
|