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 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
57.2KNew |
$1.26M - $3.83M
|
57.2K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
57.1K+ 200.0% |
$1.26M - $3.82M
|
85.7K
$2.05M
|
|
|
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
$1.96M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
52.3KNew |
$1.15M - $3.49M
|
52.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
52.1K+ 200.0% |
$1.15M - $3.48M
|
78.2K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52.1K+ 1990.94% |
$1.15M - $3.48M
|
54.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
50.7K+ 197.34% |
$1.12M - $3.39M
|
76.4K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
49.3K+ 200.0% |
$1.08M - $3.29M
|
73.9K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
45.6K+ 198.58% |
$1M - $3.05M
|
68.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.2K+ 200.0% |
$908K - $2.76M
|
61.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40.3K+ 200.04% |
$887K - $2.69M
|
60.4K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
39.3K+ 200.0% |
$864K - $2.62M
|
58.9K
$1.41M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
39.1K+ 173.47% |
$860K - $2.61M
|
61.6K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
38.9K+ 200.0% |
$856K - $2.6M
|
58.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
38.3K+ 200.0% |
$843K - $2.56M
|
57.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
38.3KNew |
$842K - $2.56M
|
38.3K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
37.4K+ 200.0% |
$823K - $2.5M
|
56.1K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.7K+ 199.99% |
$807K - $2.45M
|
55K
$1.32M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$800K - $2.43M
|
36.4K
$869K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35.6K+ 200.0% |
$784K - $2.38M
|
53.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 201.07% |
$693K - $2.1M
|
47.2K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
30KNew |
$660K - $2M
|
30K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9K+ 200.0% |
$657K - $2M
|
44.8K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$640K - $1.94M
|
29.1K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
28.2KNew |
$621K - $1.88M
|
28.2K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27.1K+ 200.0% |
$595K - $1.81M
|
40.6K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
26K+ 200.0% |
$572K - $1.74M
|
39K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
25.7K+ 200.0% |
$566K - $1.72M
|
38.6K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24.6K+ 200.02% |
$541K - $1.64M
|
36.9K
$881K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
24.3K+ 200.0% |
$534K - $1.62M
|
36.4K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 219.42% |
$521K - $1.58M
|
34.5K
$824K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
23.5K+ 200.0% |
$517K - $1.57M
|
35.2K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
23K+ 200.0% |
$506K - $1.54M
|
34.5K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22.3K+ 173.68% |
$491K - $1.49M
|
35.2K
$841K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.1K+ 200.0% |
$465K - $1.41M
|
31.7K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20K+ 200.0% |
$440K - $1.34M
|
30K
$717K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
19.9K+ 270.63% |
$438K - $1.33M
|
27.2K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19.6K+ 200.0% |
$431K - $1.31M
|
29.4K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.5K+ 196.81% |
$407K - $1.24M
|
27.9K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.2K+ 190.88% |
$401K - $1.22M
|
27.7K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
17.9K+ 219.35% |
$394K - $1.2M
|
26K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17.6K+ 201.05% |
$388K - $1.18M
|
26.4K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 197.0% |
$382K - $1.16M
|
26.2K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.9K+ 200.65% |
$372K - $1.13M
|
25.3K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 181.27% |
$358K - $1.09M
|
25.3K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16.2K+ 20.09% |
$356K - $1.08M
|
96.8K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 199.88% |
$354K - $1.08M
|
24.1K
$577K
|