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 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
108K+ 180.64% |
$2.37M - $7.21M
|
168K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
106K+ 160.76% |
$2.34M - $7.1M
|
172K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
102K+ 184.66% |
$2.24M - $6.8M
|
157K
$3.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
97.9K+ 197.8% |
$2.16M - $6.54M
|
147K
$3.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
97.1K+ 189.35% |
$2.14M - $6.49M
|
148K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96.1K+ 200.02% |
$2.12M - $6.42M
|
144K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
92K+ 198.95% |
$2.03M - $6.15M
|
138K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
90.2K+ 196.05% |
$1.99M - $6.03M
|
136K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
87.7K+ 182.33% |
$1.93M - $5.86M
|
136K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
86.9K+ 210.23% |
$1.91M - $5.81M
|
128K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.8K+ 147.31% |
$1.91M - $5.8M
|
146K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
83K+ 188.06% |
$1.83M - $5.54M
|
127K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
82.7KNew |
$1.82M - $5.53M
|
82.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.4K+ 182.67% |
$1.73M - $5.24M
|
121K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
76.4K+ 254.8% |
$1.68M - $5.11M
|
106K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
76.4K+ 205.87% |
$1.68M - $5.1M
|
113K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75.6K+ 208.19% |
$1.66M - $5.05M
|
112K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
73K+ 194.5% |
$1.61M - $4.88M
|
111K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
72.2K+ 183.96% |
$1.59M - $4.82M
|
111K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
71.5K+ 3120.08% |
$1.57M - $4.78M
|
73.8K
$1.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
71.3K+ 189.13% |
$1.57M - $4.76M
|
109K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
71.2K+ 231.79% |
$1.57M - $4.76M
|
102K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
70.6K+ 174.16% |
$1.55M - $4.72M
|
111K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
69.2K+ 193.78% |
$1.52M - $4.63M
|
105K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
69K+ 183.36% |
$1.52M - $4.61M
|
107K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
67.9K+ 209.51% |
$1.49M - $4.54M
|
100K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
66.7K+ 190.68% |
$1.47M - $4.46M
|
102K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
65.1K+ 196.6% |
$1.43M - $4.35M
|
98.1K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
60.9K+ 200.42% |
$1.34M - $4.07M
|
91.3K
$2.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
60.4K+ 219.33% |
$1.33M - $4.04M
|
87.9K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59K+ 199.74% |
$1.3M - $3.94M
|
88.6K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
57.4K+ 214.72% |
$1.26M - $3.84M
|
84.1K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55.4K+ 186.2% |
$1.22M - $3.7M
|
85.1K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
54.6K+ 200.0% |
$1.2M - $3.65M
|
81.9K
$1.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53.4K+ 205.52% |
$1.18M - $3.57M
|
79.4K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
52.1K+ 1990.94% |
$1.15M - $3.48M
|
54.7K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
51.9K+ 199.42% |
$1.14M - $3.46M
|
77.9K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
49.4K+ 152.68% |
$1.09M - $3.3M
|
81.8K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 189.79% |
$1.08M - $3.29M
|
75.2K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
48.7K+ 194.61% |
$1.07M - $3.25M
|
73.7K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
48.2K+ 184.99% |
$1.06M - $3.22M
|
74.2K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
47.8KNew |
$1.05M - $3.2M
|
47.8K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
47.1K+ 239.99% |
$1.04M - $3.15M
|
66.7K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
45K+ 200.04% |
$990K - $3M
|
67.4K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
44.5KNew |
$980K - $2.97M
|
44.5K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
44.4K+ 197.56% |
$976K - $2.96M
|
66.8K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39.3K+ 295.74% |
$865K - $2.63M
|
52.6K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
39K+ 219.4% |
$859K - $2.61M
|
56.8K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
38.9K+ 200.0% |
$856K - $2.6M
|
58.4K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.3K+ 202.79% |
$842K - $2.56M
|
57.1K
$1.33M
|