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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.4KNew |
$710K - $794K
|
33.4K
$799K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 131.87% |
$700K - $783K
|
58K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
32.8KNew |
$697K - $780K
|
32.8K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.6KNew |
$692K - $774K
|
32.6K
$779K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
32.3KNew |
$686K - $768K
|
32.3K
$773K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
31.5K+ 110.64% |
$668K - $748K
|
59.9K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
30.9K+ 6.19% |
$656K - $734K
|
530K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.1K+ 0.98% |
$638K - $714K
|
3.09M
$74M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30.1K+ 7.95% |
$638K - $714K
|
408K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$621K - $695K
|
29.3K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 29.47% |
$585K - $655K
|
121K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 4.87% |
$580K - $649K
|
588K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26.1KNew |
$554K - $620K
|
26.1K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
25.9KNew |
$551K - $616K
|
25.9K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$545K - $609K
|
25.7K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 5.33% |
$544K - $609K
|
506K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
25.4K+ 4.46% |
$540K - $604K
|
595K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.9K+ 5.04% |
$528K - $591K
|
518K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
24.3K+ 19.37% |
$516K - $577K
|
150K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24K+ 13.8% |
$509K - $570K
|
198K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23.5KNew |
$500K - $559K
|
23.5K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
23.2K+ 91.14% |
$493K - $552K
|
48.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23K+ 28.3% |
$489K - $547K
|
104K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.5K+ 4.58% |
$478K - $535K
|
514K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.4KNew |
$455K - $509K
|
21.4K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.1K+ 56.09% |
$448K - $501K
|
58.7K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.1K+ 12.69% |
$447K - $500K
|
187K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21K+ 4.93% |
$447K - $500K
|
448K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.7K+ 112.7% |
$439K - $492K
|
39.1K
$934K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20.5KNew |
$436K - $488K
|
20.5K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20.3K+ 1.95% |
$431K - $482K
|
1.06M
$25.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.7K+ 9.34% |
$419K - $468K
|
231K
$5.52M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.6KNew |
$416K - $465K
|
19.6K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
19.5K+ 24.17% |
$414K - $463K
|
100K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
19.3K+ 22.62% |
$410K - $459K
|
105K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
19.3KNew |
$409K - $458K
|
19.3K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.2KNew |
$407K - $456K
|
19.2K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 13.36% |
$402K - $450K
|
161K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.8KNew |
$400K - $447K
|
18.8K
$450K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
18.6K+ 0.68% |
$395K - $441K
|
2.76M
$66.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
18.5K+ 0.38% |
$394K - $441K
|
4.89M
$117M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.8K+ 5.44% |
$379K - $424K
|
346K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17.8KNew |
$378K - $422K
|
17.8K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 9.98% |
$376K - $421K
|
195K
$4.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
17.6K+ 8.4% |
$373K - $418K
|
227K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
17.4KNew |
$369K - $413K
|
17.4K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.3K+ 14.47% |
$367K - $411K
|
137K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
17KNew |
$361K - $404K
|
17K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
16.9K+ 0.6% |
$360K - $402K
|
2.82M
$67.4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.8K+ 4.63% |
$357K - $400K
|
380K
$9.09M
|