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
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 233.94% |
$16.8K - $51.1K
|
1.09K
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
728+ 200.0% |
$16K - $48.6K
|
1.09K
$26.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
724+ 244.59% |
$15.9K - $48.4K
|
1.02K
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
707+ 45.47% |
$15.6K - $47.2K
|
2.26K
$54.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
657+ 200.3% |
$14.5K - $43.9K
|
985
$23.6K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648+ 200.0% |
$14.3K - $43.3K
|
972
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
544+ 200.0% |
$12K - $36.4K
|
816
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$11.7K - $35.4K
|
530
$12.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
498+ 1214.63% |
$11K - $33.3K
|
539
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 143.51% |
$9.73K - $29.5K
|
750
$17.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 200.0% |
$9.29K - $28.2K
|
633
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
418+ 200.0% |
$9.2K - $27.9K
|
627
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
376+ 200.0% |
$8.28K - $25.1K
|
564
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
354New |
$7.79K - $23.7K
|
354
$8.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
336+ 201.2% |
$7.4K - $22.5K
|
503
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
328+ 200.0% |
$7.22K - $21.9K
|
492
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
324+ 200.0% |
$7.13K - $21.6K
|
486
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 200.0% |
$6.6K - $20K
|
450
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
280+ 200.0% |
$6.16K - $18.7K
|
420
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
276New |
$6.07K - $18.4K
|
276
$6.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
198New |
$4.36K - $13.2K
|
198
$4.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
180New |
$3.96K - $12K
|
180
$4.3K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
166+ 332.0% |
$3.65K - $11.1K
|
216
$5.16K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
166+ 193.02% |
$3.65K - $11.1K
|
252
$6.03K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
156New |
$3.43K - $10.4K
|
156
$3.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
139+ 339.02% |
$3.06K - $9.29K
|
180
$4.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
135+ 201.49% |
$2.97K - $9.02K
|
202
$4.83K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132New |
$2.91K - $8.82K
|
132
$3.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
128New |
$2.82K - $8.55K
|
128
$3.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120+ 200.0% |
$2.64K - $8.02K
|
180
$4.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 198.18% |
$2.4K - $7.28K
|
164
$3.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 200.0% |
$1.85K - $5.61K
|
126
$3.01K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.43K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.32K - $4.01K
|
60
$1.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56+ 200.0% |
$1.23K - $3.74K
|
84
$2.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
54New |
$1.19K - $3.61K
|
54
$1.29K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 200.0% |
$968 - $2.94K
|
66
$1.58K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9+ 0.09% |
$198 - $601
|
10.2K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$132 - $401
|
6
$143
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$22 - $66.8
|
1
$23.9
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$22 - $66.8
|
1
$23.9
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 12.04% |
$1.25M - $1.39M
|
195K
$4.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6KNew |
$813K - $903K
|
13.6K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 7.38% |
$603K - $670K
|
147K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.73KNew |
$583K - $647K
|
9.73K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
7.72K+ 168.82% |
$462K - $513K
|
12.3K
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.53K+ 3.81% |
$391K - $435K
|
178K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.66KNew |
$279K - $310K
|
4.66K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.36KNew |
$261K - $290K
|
4.36K
$104K
|
|