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 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8+ 0.09% |
$397 - $429
|
9.13K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$149 - $161
|
2.02K
$46.1K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
4.6K
$105K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
5.12K
$117K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
111KNew |
$5.23M - $5.75M
|
111K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
46.8KNew |
$2.2M - $2.42M
|
46.8K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.3KNew |
$863K - $948K
|
18.3K
$419K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.19KNew |
$339K - $372K
|
7.19K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.06KNew |
$238K - $262K
|
5.06K
$115K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.59KNew |
$216K - $237K
|
4.59K
$105K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.17KNew |
$196K - $215K
|
4.17K
$95.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.14KNew |
$195K - $214K
|
4.14K
$94.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.13KNew |
$194K - $213K
|
4.13K
$94.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
4KNew |
$188K - $207K
|
4K
$91.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.98KNew |
$187K - $206K
|
3.98K
$90.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.18K+ 22.62% |
$150K - $164K
|
17.2K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.77K+ 0.54% |
$130K - $143K
|
515K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.72KNew |
$80.7K - $88.7K
|
1.72K
$39.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.51K+ 21.24% |
$70.9K - $77.9K
|
8.6K
$196K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.25K+ 3.76% |
$59K - $64.8K
|
34.6K
$790K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 20.98% |
$57.9K - $63.6K
|
7.09K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 16.88% |
$49.5K - $54.4K
|
7.29K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
485+ 3.0% |
$22.8K - $25.1K
|
16.7K
$381K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
442+ 22100.0% |
$20.8K - $22.9K
|
444
$10.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
261New |
$12.3K - $13.5K
|
261
$5.96K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$9.42K - $10.3K
|
200
$4.57K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
186New |
$8.76K - $9.62K
|
186
$4.25K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
131+ 1.92% |
$6.17K - $6.77K
|
6.94K
$158K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
84New |
$3.95K - $4.34K
|
84
$1.92K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
29New |
$1.37K - $1.5K
|
29
$662
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$47.1 - $51.7
|
331
$7.56K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33.3K+ 40.46% |
$1.48M - $1.64M
|
115K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.9KNew |
$616K - $682K
|
13.9K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.8K+ 17.62% |
$478K - $529K
|
71.8K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.38K+ 77.64% |
$284K - $314K
|
14.6K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.79KNew |
$257K - $285K
|
5.79K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.27KNew |
$190K - $210K
|
4.27K
$97.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
4.24KNew |
$189K - $209K
|
4.24K
$96.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.67KNew |
$119K - $132K
|
2.67K
$61K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
$72.4K - $80.1K
|
1.63K
$37.1K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
946+ 20.28% |
$42.1K - $46.6K
|
5.61K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
903New |
$40.2K - $44.5K
|
903
$20.6K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
479+ 9.78% |
$21.3K - $23.6K
|
5.38K
$123K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
188New |
$8.36K - $9.26K
|
188
$4.29K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
88+ 43.14% |
$3.91K - $4.33K
|
292
$6.67K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.37% |
$889 - $985
|
5.36K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
20+ 0.39% |
$889 - $985
|
5.11K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
19+ 3.75% |
$845 - $935
|
525
$12K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.37% |
$756 - $837
|
4.66K
$106K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$712 - $788
|
16
$365
|
|