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 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
654New |
$27.4K - $31.3K
|
654
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
538New |
$22.6K - $25.7K
|
538
$11.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
460New |
$19.3K - $22K
|
460
$9.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
354+ 100.0% |
$14.8K - $16.9K
|
708
$15.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
316New |
$13.3K - $15.1K
|
316
$6.75K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
259New |
$10.9K - $12.4K
|
259
$5.53K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
258New |
$10.8K - $12.3K
|
258
$5.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
92New |
$3.86K - $4.4K
|
92
$1.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
65+ 17.11% |
$2.73K - $3.11K
|
445
$9.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
61+ 0.46% |
$2.56K - $2.92K
|
13.4K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
49+ 1225.0% |
$2.06K - $2.34K
|
53
$1.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10New |
$419 - $478
|
10
$214
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$336 - $382
|
7.05K
$150K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6New |
$252 - $287
|
6
$128
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$83.9 - $95.6
|
10.3K
$220K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
5.24K
$112K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.58MNew |
$108M - $131M
|
2.58M
$55.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.1MNew |
$88.1M - $106M
|
2.1M
$44.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
81.6K+ 2.54% |
$3.43M - $4.13M
|
3.29M
$70.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
29.6KNew |
$1.24M - $1.5M
|
29.6K
$631K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
25.6KNew |
$1.08M - $1.3M
|
25.6K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
22.3KNew |
$937K - $1.13M
|
22.3K
$476K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.5K+ 7.86% |
$652K - $787K
|
213K
$4.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.74KNew |
$283K - $341K
|
6.74K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
1.2K+ 6.68% |
$50.3K - $60.6K
|
19.1K
$408K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.11KNew |
$46.4K - $56K
|
1.11K
$23.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
767New |
$32.2K - $38.8K
|
767
$16.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
429+ 6.38% |
$18K - $21.7K
|
7.16K
$153K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
386+ 2.83% |
$16.2K - $19.5K
|
14K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203+ 15.29% |
$8.52K - $10.3K
|
1.53K
$32.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.2K - $5.06K
|
100
$2.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
24+ 0.22% |
$1.01K - $1.22K
|
11.2K
$239K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18New |
$756 - $911
|
18
$384
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
12+ 0.17% |
$504 - $608
|
7.08K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.05% |
$336 - $405
|
14.9K
$318K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.11% |
$42 - $50.6
|
91
$1.94K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.3% |
$42 - $50.6
|
329
$7.02K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
148K+ 1993.55% |
$6.33M - $7.96M
|
155K
$3.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
55.9KNew |
$2.4M - $3.02M
|
55.9K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.2KNew |
$696K - $875K
|
16.2K
$346K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$454K - $571K
|
10.6K
$226K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.33KNew |
$358K - $450K
|
8.33K
$178K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8.26KNew |
$354K - $446K
|
8.26K
$176K
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
7.03K+ 184.85% |
$302K - $379K
|
10.8K
$231K
|
|
|
Jul 27, 2022
Q2 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
6.84KNew |
$294K - $369K
|
6.84K
$146K
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.99KNew |
$214K - $269K
|
4.99K
$106K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
2.93K+ 2.12% |
$126K - $158K
|
141K
$3M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
600New |
$25.8K - $32.4K
|
600
$12.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 14.52% |
$18.5K - $23.3K
|
3.4K
$72.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
46New |
$1.97K - $2.48K
|
46
$982
|
|