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 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
122K+ 1.95% |
$2.34M - $2.92M
|
6.41M
$157M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
116K+ 505.86% |
$2.22M - $2.77M
|
139K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
111K+ 43.64% |
$2.11M - $2.64M
|
364K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 3.42% |
$2.05M - $2.56M
|
3.25M
$79.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
106K+ 107.15% |
$2.02M - $2.52M
|
205K
$5.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95.2K+ 1895.36% |
$1.82M - $2.27M
|
100K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
93.9K+ 5.6% |
$1.79M - $2.24M
|
1.77M
$43.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
93.5K+ 4.0% |
$1.79M - $2.23M
|
2.43M
$59.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
90.5K+ 35.66% |
$1.73M - $2.16M
|
344K
$8.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
90K+ 35.69% |
$1.72M - $2.14M
|
342K
$8.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87.4KNew |
$1.67M - $2.08M
|
87.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85.9K+ 4.2% |
$1.64M - $2.05M
|
2.13M
$52.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
85K+ 4.26% |
$1.62M - $2.03M
|
2.08M
$51.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.7K+ 3.13% |
$1.6M - $1.99M
|
2.76M
$67.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82.9K+ 15.17% |
$1.58M - $1.98M
|
629K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 6.68% |
$1.58M - $1.97M
|
1.32M
$32.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$1.55M - $1.93M
|
81K
$1.99M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77.6KNew |
$1.48M - $1.85M
|
77.6K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.9KNew |
$1.47M - $1.83M
|
76.9K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
76.8K+ 2337.4% |
$1.47M - $1.83M
|
80.1K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.8KNew |
$1.47M - $1.83M
|
76.8K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76.6K+ 15.58% |
$1.46M - $1.83M
|
568K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
75.7K+ 386.9% |
$1.45M - $1.81M
|
95.3K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
75.1K+ 257.56% |
$1.43M - $1.79M
|
104K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
72.4K+ 196.37% |
$1.38M - $1.72M
|
109K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
69.3K+ 87.86% |
$1.32M - $1.65M
|
148K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
66.7K+ 85.46% |
$1.27M - $1.59M
|
145K
$3.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.2K+ 20.63% |
$1.27M - $1.58M
|
387K
$9.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$1.26M - $1.57M
|
66K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
64.9KNew |
$1.24M - $1.55M
|
64.9K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 31.87% |
$1.21M - $1.51M
|
263K
$6.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61.3K+ 2.47% |
$1.17M - $1.46M
|
2.55M
$62.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
60.6K+ 35.67% |
$1.16M - $1.45M
|
231K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60.2K+ 87.56% |
$1.15M - $1.43M
|
129K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.9K+ 52.13% |
$1.09M - $1.35M
|
166K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
54.9K+ 4.27% |
$1.05M - $1.31M
|
1.34M
$32.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
53.4KNew |
$1.02M - $1.27M
|
53.4K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
52.8K+ 244.88% |
$1.01M - $1.26M
|
74.3K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52K+ 1.68% |
$992K - $1.24M
|
3.15M
$77.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
51KNew |
$973K - $1.21M
|
51K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.7K+ 7.41% |
$912K - $1.14M
|
692K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.3K+ 8.04% |
$903K - $1.13M
|
635K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.7K+ 68.02% |
$892K - $1.11M
|
115K
$2.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46.1K+ 12.23% |
$881K - $1.1M
|
424K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
44.7K+ 138.51% |
$853K - $1.06M
|
76.9K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
44.1K+ 118.46% |
$843K - $1.05M
|
81.4K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
43.9K+ 0.51% |
$839K - $1.05M
|
8.66M
$212M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
43.3K+ 76.46% |
$828K - $1.03M
|
100K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.1K+ 17.62% |
$786K - $980K
|
275K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 74.33% |
$736K - $918K
|
90.3K
$2.22M
|