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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.87KNew |
$88.9K - $104K
|
1.87K
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.41KNew |
$67K - $78.7K
|
1.41K
$32.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.23KNew |
$58.3K - $68.5K
|
1.23K
$28K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$52.5K - $61.6K
|
1.1K
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.09K+ 18.87% |
$52K - $61.1K
|
6.88K
$157K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
779New |
$37.1K - $43.6K
|
779
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
730New |
$34.8K - $40.8K
|
730
$16.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
609+ 133.55% |
$29K - $34K
|
1.07K
$24.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
443New |
$21.1K - $24.8K
|
443
$10.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
424+ 3.2% |
$20.2K - $23.7K
|
13.7K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
342New |
$16.3K - $19.1K
|
342
$7.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
284+ 4.29% |
$13.5K - $15.9K
|
6.9K
$157K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
259+ 25900.0% |
$12.3K - $14.5K
|
260
$5.94K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
221+ 55.25% |
$10.5K - $12.4K
|
621
$14.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206New |
$9.81K - $11.5K
|
206
$4.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
134New |
$6.38K - $7.49K
|
134
$3.06K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
120New |
$5.71K - $6.71K
|
120
$2.74K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$2.86K - $3.35K
|
60
$1.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
42New |
$2K - $2.35K
|
42
$959
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
32+ 0.38% |
$1.52K - $1.79K
|
8.52K
$195K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10New |
$476 - $559
|
10
$228
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.07% |
$333 - $391
|
9.83K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$286 - $335
|
6
$137
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$286 - $335
|
6
$137
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
6.84K
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$95.2 - $112
|
7.5K
$171K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.01% |
$95.2 - $112
|
18.3K
$419K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.27% |
$47.6 - $55.9
|
370
$8.45K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
976KNew |
$48.4M - $52.3M
|
976K
$22.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14.4K+ 4.99% |
$715K - $772K
|
303K
$6.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$513K - $554K
|
10.3K
$236K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.5KNew |
$471K - $509K
|
9.5K
$217K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
8.01K+ 3.06% |
$397K - $429K
|
270K
$6.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$262K - $283K
|
5.28K
$121K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.24KNew |
$260K - $281K
|
5.24K
$120K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.44KNew |
$220K - $238K
|
4.44K
$101K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$219K - $236K
|
4.41K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.4KNew |
$119K - $129K
|
2.4K
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.25KNew |
$112K - $121K
|
2.25K
$51.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 37.65% |
$96K - $104K
|
7.08K
$162K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
930New |
$46.1K - $49.8K
|
930
$21.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
842New |
$41.8K - $45.1K
|
842
$19.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
699New |
$34.7K - $37.4K
|
699
$16K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$17.8K - $19.2K
|
358
$8.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
250+ 431.03% |
$12.4K - $13.4K
|
308
$7.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$9.92K - $10.7K
|
200
$4.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180New |
$8.93K - $9.64K
|
180
$4.11K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
95+ 1.08% |
$4.71K - $5.09K
|
8.85K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
47New |
$2.33K - $2.52K
|
47
$1.07K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$1.39K - $1.5K
|
28
$639
|
|