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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.7K+ 48.29% |
$357K - $445K
|
57.3K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
18.4K+ 13.09% |
$352K - $439K
|
159K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
18.4K+ 117.16% |
$351K - $438K
|
34.1K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 9.83% |
$350K - $436K
|
205K
$5.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.2K+ 9.22% |
$348K - $434K
|
216K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18K+ 17.41% |
$344K - $429K
|
121K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18K+ 7.98% |
$343K - $429K
|
243K
$5.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.8K+ 18.63% |
$341K - $425K
|
114K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.2K+ 3.27% |
$329K - $410K
|
544K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
17.1K+ 29.2% |
$327K - $408K
|
75.9K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17K+ 175.76% |
$325K - $406K
|
26.7K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17KNew |
$325K - $405K
|
17K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17K+ 4.12% |
$324K - $404K
|
429K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17K+ 4.12% |
$324K - $404K
|
429K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.7KNew |
$318K - $397K
|
16.7K
$409K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16.4KNew |
$313K - $391K
|
16.4K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.4K+ 3.32% |
$313K - $390K
|
509K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
16.3K+ 1.94% |
$312K - $389K
|
859K
$21.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
16.3K+ 1.89% |
$311K - $388K
|
877K
$21.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
16.2K+ 116.18% |
$309K - $386K
|
30.1K
$739K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 2.8% |
$304K - $379K
|
585K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 98.08% |
$303K - $378K
|
32K
$785K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15.5K+ 15.44% |
$296K - $370K
|
116K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.5KNew |
$295K - $368K
|
15.5K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.3K+ 3.26% |
$273K - $341K
|
453K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
14.2K+ 24.75% |
$272K - $339K
|
71.7K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
14.2K+ 25.7% |
$271K - $339K
|
69.5K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.2KNew |
$271K - $338K
|
14.2K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.9K+ 13.46% |
$265K - $330K
|
117K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.7KNew |
$262K - $327K
|
13.7K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.7K+ 133.61% |
$262K - $327K
|
24K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$260K - $324K
|
13.6K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 15.69% |
$258K - $322K
|
99.7K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.1KNew |
$250K - $312K
|
13.1K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13K+ 117.55% |
$248K - $310K
|
24.1K
$590K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.9K+ 13.65% |
$246K - $306K
|
107K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.8KNew |
$244K - $305K
|
12.8K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
12.7K+ 2.97% |
$243K - $303K
|
442K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.7K+ 8.47% |
$242K - $302K
|
162K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.6K+ 12.06% |
$241K - $300K
|
117K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$236K - $294K
|
12.4K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 31.32% |
$235K - $293K
|
51.5K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.2K+ 0.84% |
$234K - $292K
|
1.47M
$35.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
12.2K+ 102.25% |
$233K - $291K
|
24.2K
$593K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.1K+ 19.92% |
$231K - $288K
|
72.8K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.1K+ 10.55% |
$230K - $288K
|
126K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.1KNew |
$230K - $287K
|
12.1K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 20.01% |
$222K - $276K
|
69.6K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.4K+ 85.19% |
$219K - $273K
|
24.9K
$610K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
11.3K+ 7.54% |
$216K - $269K
|
161K
$3.95M
|