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 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38.3K+ 202.79% |
$842K - $2.56M
|
57.1K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.7K+ 199.99% |
$807K - $2.45M
|
55K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
35.3K+ 521.75% |
$776K - $2.36M
|
42K
$976K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
34.3K+ 174.67% |
$756K - $2.29M
|
54K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
34.1K+ 194.39% |
$752K - $2.28M
|
51.7K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
31.5K+ 198.0% |
$693K - $2.1M
|
47.4K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
31.4K+ 187.56% |
$692K - $2.1M
|
48.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31.3K+ 199.14% |
$689K - $2.09M
|
47K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
31K+ 201.05% |
$681K - $2.07M
|
46.4K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
30.4K+ 202.87% |
$668K - $2.03M
|
45.3K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30K+ 205.67% |
$661K - $2.01M
|
44.6K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29.9K+ 230.24% |
$659K - $2M
|
42.9K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29.9K+ 200.0% |
$657K - $2M
|
44.8K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.7K+ 203.25% |
$654K - $1.99M
|
44.3K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
29.5K+ 345.24% |
$649K - $1.97M
|
38K
$882K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$640K - $1.94M
|
29.1K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
28.9K+ 201.97% |
$636K - $1.93M
|
43.2K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
28.8K+ 200.06% |
$635K - $1.93M
|
43.2K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
27.7K+ 194.11% |
$610K - $1.85M
|
42K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
27.3K+ 648.47% |
$602K - $1.83M
|
31.5K
$732K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27K+ 200.57% |
$595K - $1.81M
|
40.5K
$941K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.8K+ 199.96% |
$589K - $1.79M
|
40.2K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
26.5K+ 199.05% |
$583K - $1.77M
|
39.8K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26.4K+ 200.01% |
$582K - $1.77M
|
39.6K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6K+ 196.73% |
$563K - $1.71M
|
38.6K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
24.5K+ 197.06% |
$539K - $1.64M
|
36.9K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3K+ 200.03% |
$534K - $1.62M
|
36.4K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
23.7K+ 201.02% |
$522K - $1.59M
|
35.5K
$825K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
23.2K+ 188.75% |
$511K - $1.55M
|
35.5K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23K+ 199.98% |
$506K - $1.54M
|
34.5K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
22.7K+ 200.69% |
$499K - $1.52M
|
34K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
22.6K+ 200.26% |
$497K - $1.51M
|
33.9K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 200.58% |
$476K - $1.45M
|
32.4K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.3K+ 393.88% |
$447K - $1.36M
|
25.5K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 194.87% |
$422K - $1.28M
|
29K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
18.9K+ 198.02% |
$417K - $1.26M
|
28.5K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.9K+ 193.56% |
$415K - $1.26M
|
28.6K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
18.5K+ 201.61% |
$407K - $1.24M
|
27.7K
$642K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8K+ 197.73% |
$392K - $1.19M
|
26.8K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.6K+ 165.62% |
$387K - $1.18M
|
28.2K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
17.6K+ 519.16% |
$387K - $1.17M
|
21K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 197.0% |
$382K - $1.16M
|
26.2K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.9K+ 200.65% |
$372K - $1.13M
|
25.3K
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 202.5% |
$357K - $1.08M
|
24.2K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.7K+ 151.78% |
$345K - $1.05M
|
26K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.5K+ 193.03% |
$342K - $1.04M
|
23.6K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.8K+ 199.49% |
$327K - $991K
|
22.3K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14.8KNew |
$326K - $989K
|
14.8K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 200.28% |
$317K - $962K
|
21.6K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 179.61% |
$312K - $946K
|
22.1K
$512K
|