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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 74.33% |
$736K - $918K
|
90.3K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
37.5K+ 63.63% |
$716K - $893K
|
96.4K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.5K+ 0.45% |
$716K - $893K
|
8.28M
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36K+ 1.32% |
$688K - $858K
|
2.77M
$68M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
35.8K+ 4.31% |
$683K - $852K
|
866K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35.2K+ 69.92% |
$673K - $840K
|
85.7K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34.9K+ 3.31% |
$666K - $831K
|
1.09M
$26.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9K+ 17.86% |
$666K - $831K
|
230K
$5.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.3K+ 3.09% |
$655K - $817K
|
1.14M
$28M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
33.6K+ 17.8% |
$642K - $801K
|
223K
$5.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
33.6K+ 191.66% |
$641K - $800K
|
51.1K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.9K+ 146.42% |
$628K - $784K
|
55.4K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
32.4K+ 2.79% |
$618K - $772K
|
1.19M
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.3K+ 8.96% |
$616K - $769K
|
392K
$9.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
31.9K+ 3.36% |
$609K - $760K
|
983K
$24.1M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31.7K+ 63.41% |
$606K - $756K
|
81.7K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
31K+ 11.59% |
$591K - $738K
|
298K
$7.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30.8K+ 1.3% |
$588K - $734K
|
2.4M
$58.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.8K+ 4.05% |
$588K - $734K
|
791K
$19.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
30.7K+ 0.88% |
$586K - $731K
|
3.53M
$86.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.2K+ 3.38% |
$576K - $719K
|
922K
$22.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.2K+ 3.36% |
$576K - $719K
|
929K
$22.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.2K+ 16.72% |
$576K - $719K
|
211K
$5.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29.5KNew |
$564K - $703K
|
29.5K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
28.9KNew |
$553K - $690K
|
28.9K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.5K+ 25.94% |
$543K - $678K
|
138K
$3.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
28.4K+ 4.54% |
$542K - $676K
|
653K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
27.8KNew |
$531K - $662K
|
27.8K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26.7K+ 3.12% |
$510K - $636K
|
881K
$21.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
26.2K+ 26.13% |
$500K - $624K
|
126K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.1K+ 10.3% |
$498K - $621K
|
279K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.7K+ 0.4% |
$490K - $612K
|
6.5M
$159M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
25.4K+ 52.08% |
$485K - $605K
|
74.1K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
25K+ 20.74% |
$477K - $595K
|
145K
$3.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.6K+ 2.97% |
$469K - $586K
|
852K
$20.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.1KNew |
$460K - $574K
|
24.1K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24.1K+ 1.59% |
$460K - $574K
|
1.54M
$37.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.6K+ 1.58% |
$451K - $563K
|
1.51M
$37.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22.1KNew |
$423K - $527K
|
22.1K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22KNew |
$420K - $524K
|
22K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.6K+ 3.83% |
$394K - $492K
|
560K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.3K+ 1.87% |
$389K - $485K
|
1.11M
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 4.56% |
$381K - $475K
|
457K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.9K+ 173.57% |
$381K - $475K
|
31.4K
$771K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.7K+ 18.54% |
$377K - $470K
|
126K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
19.2K+ 12.99% |
$367K - $458K
|
167K
$4.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
19.2K+ 1.92% |
$367K - $458K
|
1.02M
$25.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
19.1K+ 1.79% |
$364K - $455K
|
1.08M
$26.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.7KNew |
$358K - $446K
|
18.7K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.7K+ 48.29% |
$357K - $445K
|
57.3K
$1.41M
|