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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
23.2K+ 0.87% |
$552K - $599K
|
2.69M
$69.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
23.2K+ 15.93% |
$551K - $598K
|
169K
$4.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 2.49% |
$550K - $597K
|
952K
$24.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
21.6K+ 2.5% |
$514K - $557K
|
884K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
21.3KNew |
$507K - $550K
|
21.3K
$549K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$501K - $543K
|
21K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
20.8K+ 28.11% |
$496K - $538K
|
94.9K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
20.1KNew |
$479K - $520K
|
20.1K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$473K - $513K
|
19.9K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.8K+ 10.67% |
$471K - $511K
|
205K
$5.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 11.92% |
$469K - $509K
|
185K
$4.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.7K+ 4372.22% |
$469K - $508K
|
20.1K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 347.55% |
$464K - $503K
|
25.1K
$647K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
19.4K+ 2.26% |
$463K - $502K
|
878K
$22.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
19.4K+ 1.94% |
$462K - $501K
|
1.02M
$26.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 0.77% |
$441K - $478K
|
2.42M
$62.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.3KNew |
$436K - $473K
|
18.3K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
17.8K+ 45.94% |
$424K - $460K
|
56.6K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 4.51% |
$421K - $457K
|
410K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.7K+ 5.14% |
$421K - $457K
|
362K
$9.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.1K+ 117.14% |
$407K - $442K
|
31.7K
$818K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
16.9K+ 1.94% |
$403K - $437K
|
888K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16.2K+ 1.84% |
$387K - $419K
|
898K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16KNew |
$382K - $415K
|
16K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
15.7K+ 4.6% |
$375K - $406K
|
358K
$9.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 4.93% |
$349K - $379K
|
312K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 11.24% |
$347K - $376K
|
144K
$3.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.4K+ 2.79% |
$343K - $372K
|
530K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 0.64% |
$339K - $368K
|
2.25M
$58.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
14.2KNew |
$337K - $366K
|
14.2K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$334K - $362K
|
14K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
13.9K+ 4.38% |
$331K - $359K
|
331K
$8.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.5KNew |
$321K - $348K
|
13.5K
$347K
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
13.1K+ 20.14% |
$313K - $339K
|
78.3K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
13KNew |
$310K - $337K
|
13K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.8KNew |
$305K - $331K
|
12.8K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
12.7K+ 26.7% |
$302K - $328K
|
60.2K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.6K+ 19.76% |
$300K - $325K
|
76.3K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.2K+ 0.59% |
$292K - $316K
|
2.07M
$53.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12.1K+ 0.78% |
$289K - $313K
|
1.57M
$40.6M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.1K+ 1.72% |
$289K - $313K
|
716K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 0.96% |
$288K - $312K
|
1.27M
$32.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 48.23% |
$286K - $310K
|
36.9K
$952K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.7K+ 9.03% |
$278K - $302K
|
141K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.6K+ 3.18% |
$276K - $299K
|
376K
$9.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.5KNew |
$275K - $298K
|
11.5K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$273K - $296K
|
11.5K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 154.83% |
$271K - $294K
|
18.7K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
10.7KNew |
$255K - $276K
|
10.7K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6K+ 200.0% |
$251K - $273K
|
15.8K
$409K
|
|