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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.12% |
$611 - $763
|
26.9K
$643K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.29% |
$516 - $643
|
9.37K
$224K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
22New |
$420 - $524
|
22
$526
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.6% |
$344 - $429
|
3K
$71.7K
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5+ 0.32% |
$95.5 - $119
|
1.58K
$37.7K
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$57.3 - $71.5
|
25.9K
$618K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.7MNew |
$57.4M - $64.2M
|
2.7M
$64.6M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9M+ 1806.99% |
$40.4M - $45.2M
|
2.01M
$48M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.83M+ 107.59% |
$38.8M - $43.4M
|
3.53M
$84.3M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.7M+ 16.63% |
$36M - $40.3M
|
11.9M
$285M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.55M+ 131.24% |
$33M - $36.9M
|
2.74M
$65.5M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
985K+ 1445.92% |
$20.9M - $23.4M
|
1.05M
$25.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
603K+ 29.12% |
$12.8M - $14.3M
|
2.67M
$63.9M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
565K+ 63.69% |
$12M - $13.4M
|
1.45M
$34.7M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
519K+ 50.36% |
$11M - $12.3M
|
1.55M
$37.1M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
497K+ 97.97% |
$10.5M - $11.8M
|
1M
$24M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
479K+ 4.17% |
$10.2M - $11.4M
|
11.9M
$286M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397KNew |
$8.42M - $9.42M
|
397K
$9.49M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
392K+ 11.79% |
$8.32M - $9.3M
|
3.71M
$88.8M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
382K+ 6.48% |
$8.12M - $9.08M
|
6.28M
$150M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
334K+ 59.1% |
$7.09M - $7.93M
|
899K
$21.5M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
324K+ 102.88% |
$6.88M - $7.7M
|
639K
$15.3M
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
310K+ 5.12% |
$6.58M - $7.36M
|
6.36M
$152M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
290K+ 7.26% |
$6.16M - $6.89M
|
4.29M
$102M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
276K+ 6.67% |
$5.87M - $6.56M
|
4.42M
$106M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
253KNew |
$5.37M - $6.01M
|
253K
$6.05M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
243K+ 6.07% |
$5.17M - $5.78M
|
4.25M
$102M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
243K+ 8.93% |
$5.15M - $5.77M
|
2.96M
$70.8M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
234K+ 13.83% |
$4.96M - $5.55M
|
1.92M
$45.9M
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
228KNew |
$4.83M - $5.41M
|
228K
$5.44M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$5.44M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
222K+ 28.5% |
$4.72M - $5.28M
|
1M
$24M
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
208KNew |
$4.42M - $4.94M
|
208K
$4.98M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
198K+ 112.45% |
$4.21M - $4.7M
|
374K
$8.95M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
197K+ 31.12% |
$4.18M - $4.68M
|
829K
$19.8M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
192K+ 783.51% |
$4.08M - $4.57M
|
217K
$5.18M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189KNew |
$4.01M - $4.49M
|
189K
$4.52M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
171K+ 9.6% |
$3.62M - $4.05M
|
1.95M
$46.5M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
164K+ 449.37% |
$3.48M - $3.89M
|
200K
$4.79M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
142K+ 3.54% |
$3.02M - $3.38M
|
4.16M
$99.6M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
141K+ 147.36% |
$3M - $3.36M
|
237K
$5.68M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
138K+ 67.14% |
$2.92M - $3.27M
|
343K
$8.2M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
137K+ 92.06% |
$2.91M - $3.26M
|
286K
$6.84M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
134K+ 76.9% |
$2.85M - $3.19M
|
309K
$7.38M
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
128K+ 304.44% |
$2.72M - $3.04M
|
170K
$4.06M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
122KNew |
$2.59M - $2.9M
|
122K
$2.92M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
120KNew |
$2.54M - $2.85M
|
120K
$2.87M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
119K+ 11.45% |
$2.54M - $2.84M
|
1.16M
$27.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119KNew |
$2.52M - $2.82M
|
119K
$2.84M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 38.36% |
$2.42M - $2.71M
|
412K
$9.85M
|