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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
30+ 0.49% |
$1.8K - $2K
|
6.2K
$146K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 0.63% |
$1.8K - $2K
|
4.76K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.05% |
$1.74K - $1.93K
|
61.6K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28New |
$1.68K - $1.86K
|
28
$659
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.03% |
$1.62K - $1.8K
|
77.6K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 0.65% |
$1.5K - $1.66K
|
3.89K
$91.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.64% |
$1.5K - $1.66K
|
3.95K
$93.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.39% |
$1.44K - $1.6K
|
1.75K
$41.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.37% |
$1.44K - $1.6K
|
6.6K
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.6K
|
3.28K
$77.1K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$1.38K - $1.53K
|
5.02K
$118K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$1.32K - $1.46K
|
4.34K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.46% |
$1.26K - $1.4K
|
4.62K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.63% |
$1.2K - $1.33K
|
3.19K
$75.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.2K - $1.33K
|
4.27K
$100K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20+ 0.1% |
$1.2K - $1.33K
|
19.6K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19+ 0.09% |
$1.14K - $1.26K
|
20K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.06% |
$1.08K - $1.2K
|
31.6K
$745K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 0.19% |
$1.08K - $1.2K
|
9.36K
$220K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.02K - $1.13K
|
10.4K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16+ 0.27% |
$959 - $1.06K
|
5.91K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.11% |
$899 - $998
|
13.2K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
15+ 0.19% |
$899 - $998
|
7.82K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14+ 0.29% |
$839 - $931
|
4.78K
$113K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13+ 0.09% |
$779 - $865
|
14.1K
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$779 - $865
|
86
$2.02K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.16% |
$779 - $865
|
8.39K
$197K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.54% |
$719 - $798
|
2.23K
$52.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12+ 0.18% |
$719 - $798
|
6.72K
$158K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.04% |
$599 - $665
|
23.2K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.11% |
$539 - $599
|
7.91K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9+ 0.24% |
$539 - $599
|
3.83K
$90.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8+ 0.18% |
$479 - $532
|
4.4K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$420 - $466
|
3.91K
$92K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.56% |
$420 - $466
|
1.25K
$29.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7+ 0.01% |
$420 - $466
|
88.4K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.02% |
$420 - $466
|
33.5K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.58% |
$360 - $399
|
1.04K
$24.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$360 - $399
|
8.99K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6+ 0.12% |
$360 - $399
|
4.98K
$117K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$360 - $399
|
846
$19.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.01% |
$300 - $333
|
35.7K
$840K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
5New |
$300 - $333
|
5
$118
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.59% |
$240 - $266
|
677
$15.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 200.0% |
$240 - $266
|
6
$141
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.5% |
$240 - $266
|
807
$19K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
4+ 0.54% |
$240 - $266
|
750
$17.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.08% |
$240 - $266
|
5.25K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3+ 0.04% |
$180 - $200
|
7.36K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.58% |
$180 - $200
|
520
$12.2K
|