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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
112K+ 3.14% |
$2.38M - $2.66M
|
3.68M
$88.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
109KNew |
$2.32M - $2.59M
|
109K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
109K+ 14.45% |
$2.31M - $2.58M
|
861K
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
102K+ 3.29% |
$2.17M - $2.43M
|
3.2M
$76.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 5.32% |
$2.15M - $2.41M
|
2.01M
$48M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
96.2KNew |
$2.04M - $2.29M
|
96.2K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.7K+ 9.94% |
$2.01M - $2.25M
|
1.05M
$25M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94.3K+ 5.93% |
$2M - $2.24M
|
1.68M
$40.3M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
87.2K+ 4.28% |
$1.85M - $2.07M
|
2.13M
$50.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
84.1K+ 0.99% |
$1.78M - $2M
|
8.61M
$206M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
80.6K+ 15.41% |
$1.71M - $1.91M
|
604K
$14.4M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
78.9KNew |
$1.68M - $1.87M
|
78.9K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78.7K+ 98.8% |
$1.67M - $1.87M
|
158K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.7K+ 3.19% |
$1.65M - $1.85M
|
2.51M
$60.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
77.6K+ 25.89% |
$1.65M - $1.84M
|
377K
$9.03M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
76.6K+ 4.79% |
$1.63M - $1.82M
|
1.68M
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
76.4K+ 27.45% |
$1.62M - $1.82M
|
355K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
75.3K+ 198.11% |
$1.6M - $1.79M
|
113K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
72.7K+ 0.89% |
$1.54M - $1.73M
|
8.24M
$197M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.7K+ 0.79% |
$1.5M - $1.68M
|
9.01M
$216M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.9K+ 5.59% |
$1.44M - $1.61M
|
1.28M
$30.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.7K+ 1.95% |
$1.37M - $1.54M
|
3.39M
$80.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
63.7KNew |
$1.35M - $1.51M
|
63.7K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
61.9KNew |
$1.31M - $1.47M
|
61.9K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$1.29M - $1.44M
|
60.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.4K+ 1.89% |
$1.24M - $1.39M
|
3.14M
$75.2M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
58K+ 2.99% |
$1.23M - $1.38M
|
2M
$47.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.6K+ 2.84% |
$1.2M - $1.34M
|
2.05M
$49M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
56.6K+ 147.05% |
$1.2M - $1.34M
|
95.1K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
53.8K+ 47.61% |
$1.14M - $1.28M
|
167K
$3.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
51.4K+ 11.68% |
$1.09M - $1.22M
|
492K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.1K+ 8.44% |
$1.06M - $1.19M
|
644K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49.9K+ 72.79% |
$1.06M - $1.19M
|
118K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
46.5K+ 3.76% |
$988K - $1.11M
|
1.28M
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
44K+ 287.26% |
$935K - $1.05M
|
59.4K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.8K+ 12.15% |
$929K - $1.04M
|
404K
$9.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
41K+ 3.66% |
$870K - $973K
|
1.16M
$27.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.6K+ 7.68% |
$861K - $963K
|
569K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
38.6KNew |
$819K - $916K
|
38.6K
$922K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
36.9K+ 5.35% |
$784K - $877K
|
726K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
36.8K+ 17.97% |
$782K - $875K
|
242K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.8K+ 269.72% |
$781K - $873K
|
50.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36.3KNew |
$770K - $861K
|
36.3K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.1K+ 175.88% |
$767K - $858K
|
56.7K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35.5K+ 3.32% |
$754K - $844K
|
1.1M
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
35.5KNew |
$753K - $842K
|
35.5K
$848K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
35.3K+ 2.32% |
$750K - $839K
|
1.56M
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34.1K+ 6.53% |
$725K - $811K
|
557K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
33.7K+ 7017.29% |
$715K - $800K
|
34.2K
$817K
|