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 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
8.26K+ 199.95% |
$182K - $552K
|
12.4K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8K+ 200.0% |
$176K - $535K
|
12K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7.87K+ 200.0% |
$173K - $526K
|
11.8K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.81K+ 200.0% |
$172K - $522K
|
11.7K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7.65K+ 199.97% |
$168K - $511K
|
11.5K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.57K+ 200.0% |
$167K - $506K
|
11.4K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 200.0% |
$165K - $500K
|
11.2K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.17K+ 154.94% |
$158K - $479K
|
11.8K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.12K+ 200.0% |
$157K - $476K
|
10.7K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.11K+ 200.0% |
$156K - $475K
|
10.7K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.06K+ 200.0% |
$155K - $472K
|
10.6K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.95K+ 200.0% |
$153K - $465K
|
10.4K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.81K+ 195.61% |
$150K - $455K
|
10.3K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6.79K+ 200.0% |
$149K - $454K
|
10.2K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.72KNew |
$148K - $449K
|
6.72K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.72K+ 200.0% |
$148K - $449K
|
10.1K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.65K+ 202.68% |
$146K - $444K
|
9.93K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
6.36K+ 181.2% |
$140K - $425K
|
9.87K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.22K+ 199.87% |
$137K - $415K
|
9.33K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.95K+ 50.0% |
$131K - $398K
|
17.9K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.94K+ 193.77% |
$131K - $397K
|
9.01K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.86K+ 194.84% |
$129K - $391K
|
8.86K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.66KNew |
$125K - $378K
|
5.66K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.5K+ 200.0% |
$121K - $368K
|
8.25K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.45K+ 153.9% |
$120K - $364K
|
8.99K
$220K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$114K - $346K
|
5.18K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.8KNew |
$106K - $321K
|
4.8K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 203.25% |
$103K - $314K
|
7.01K
$172K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.5K+ 200.0% |
$99K - $301K
|
6.75K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.24KNew |
$93.2K - $283K
|
4.24K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4.14KNew |
$91.1K - $277K
|
4.14K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 200.0% |
$90.7K - $275K
|
6.18K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4.05K+ 200.0% |
$89.1K - $271K
|
6.08K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
4K+ 200.0% |
$88K - $267K
|
6K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.91K+ 200.0% |
$86K - $261K
|
5.86K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.88K+ 199.95% |
$85.4K - $259K
|
5.82K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 200.0% |
$82.2K - $250K
|
5.6K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.13KNew |
$46.8K - $142K
|
2.13K
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.09K+ 201.06% |
$46.1K - $140K
|
3.13K
$76.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.83KNew |
$40.3K - $122K
|
1.83K
$44.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$36.7K - $112K
|
1.67K
$40.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.25K+ 238.1% |
$27.5K - $83.5K
|
1.78K
$43.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.15K+ 200.88% |
$25.2K - $76.5K
|
1.72K
$42.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$24.3K - $73.8K
|
1.1K
$27.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.06K+ 200.0% |
$23.4K - $71K
|
1.59K
$39.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 200.0% |
$22.6K - $68.7K
|
1.54K
$37.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
963New |
$21.2K - $64.3K
|
963
$23.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
888+ 200.0% |
$19.5K - $59.3K
|
1.33K
$32.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
840+ 200.0% |
$18.5K - $56.1K
|
1.26K
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
794+ 200.0% |
$17.5K - $53.1K
|
1.19K
$29.2K
|