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 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
9.5KNew |
$471K - $509K
|
9.5K
$221K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
8.01K+ 3.06% |
$397K - $429K
|
270K
$6.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$262K - $283K
|
5.28K
$123K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.24KNew |
$260K - $281K
|
5.24K
$122K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.44KNew |
$220K - $238K
|
4.44K
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$219K - $236K
|
4.41K
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.4KNew |
$119K - $129K
|
2.4K
$55.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.25KNew |
$112K - $121K
|
2.25K
$52.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 37.65% |
$96K - $104K
|
7.08K
$164K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
930New |
$46.1K - $49.8K
|
930
$21.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
842New |
$41.8K - $45.1K
|
842
$19.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
699New |
$34.7K - $37.4K
|
699
$16.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
358New |
$17.8K - $19.2K
|
358
$8.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
250+ 431.03% |
$12.4K - $13.4K
|
308
$7.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$9.92K - $10.7K
|
200
$4.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180New |
$8.93K - $9.64K
|
180
$4.18K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
95+ 1.08% |
$4.71K - $5.09K
|
8.85K
$206K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
47New |
$2.33K - $2.52K
|
47
$1.09K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$1.39K - $1.5K
|
28
$650
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8+ 0.09% |
$397 - $429
|
9.13K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.15% |
$149 - $161
|
2.02K
$46.9K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$99.2 - $107
|
4.6K
$107K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.02% |
$49.6 - $53.6
|
5.12K
$119K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
111KNew |
$5.23M - $5.75M
|
111K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
46.8KNew |
$2.2M - $2.42M
|
46.8K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.3KNew |
$863K - $948K
|
18.3K
$426K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.19KNew |
$339K - $372K
|
7.19K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.06KNew |
$238K - $262K
|
5.06K
$117K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.59KNew |
$216K - $237K
|
4.59K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.17KNew |
$196K - $215K
|
4.17K
$96.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.14KNew |
$195K - $214K
|
4.14K
$96.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.13KNew |
$194K - $213K
|
4.13K
$95.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
4KNew |
$188K - $207K
|
4K
$92.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.98KNew |
$187K - $206K
|
3.98K
$92.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.18K+ 22.62% |
$150K - $164K
|
17.2K
$400K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.77K+ 0.54% |
$130K - $143K
|
515K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.72KNew |
$80.7K - $88.7K
|
1.72K
$39.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.51K+ 21.24% |
$70.9K - $77.9K
|
8.6K
$200K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.25K+ 3.76% |
$59K - $64.8K
|
34.6K
$803K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 20.98% |
$57.9K - $63.6K
|
7.09K
$165K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 16.88% |
$49.5K - $54.4K
|
7.29K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
485+ 3.0% |
$22.8K - $25.1K
|
16.7K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
261New |
$12.3K - $13.5K
|
261
$6.06K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$9.42K - $10.3K
|
200
$4.64K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
186New |
$8.76K - $9.62K
|
186
$4.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
131+ 1.92% |
$6.17K - $6.77K
|
6.94K
$161K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
84New |
$3.95K - $4.34K
|
84
$1.95K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
29New |
$1.37K - $1.5K
|
29
$673
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$47.1 - $51.7
|
331
$7.68K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33.3K+ 40.46% |
$1.48M - $1.64M
|
115K
$2.68M
|
|