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 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.01KNew |
$180K - $200K
|
3.01K
$69.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.94K+ 3.67% |
$176K - $195K
|
82.9K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.87K+ 0.83% |
$172K - $191K
|
347K
$7.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.83K+ 7.13% |
$170K - $188K
|
42.6K
$977K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.78K+ 12.86% |
$166K - $185K
|
24.4K
$559K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.78K+ 2.82% |
$166K - $185K
|
101K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.77K+ 3.78% |
$166K - $184K
|
76.1K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 6.91% |
$166K - $184K
|
42.8K
$981K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.75KNew |
$165K - $183K
|
2.75K
$63.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 0.96% |
$159K - $177K
|
280K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.6K+ 3.69% |
$156K - $173K
|
73K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
2.32K+ 0.82% |
$139K - $155K
|
285K
$6.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.31K+ 4.99% |
$139K - $154K
|
48.7K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.27K+ 1.78% |
$136K - $151K
|
130K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.26K+ 6.84% |
$136K - $150K
|
35.3K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 0.56% |
$134K - $148K
|
399K
$9.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.22K+ 1.87% |
$133K - $147K
|
121K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.12K+ 1.33% |
$127K - $141K
|
161K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.07K+ 1.19% |
$124K - $138K
|
176K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03K+ 5.01% |
$122K - $135K
|
42.6K
$977K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
2.03K+ 7.03% |
$121K - $135K
|
30.8K
$708K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 5.22% |
$120K - $134K
|
40.5K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2K+ 38.14% |
$120K - $133K
|
7.23K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.93K+ 13.84% |
$116K - $128K
|
15.9K
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 3.44% |
$112K - $124K
|
56K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.86K+ 5.75% |
$111K - $124K
|
34.2K
$785K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.78K+ 8.82% |
$107K - $118K
|
22K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.67K+ 3.7% |
$100K - $111K
|
46.9K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.65K+ 1.45% |
$99K - $110K
|
116K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.61K+ 6.28% |
$96.3K - $107K
|
27.2K
$624K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$621K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
1.58K+ 6.18% |
$94.4K - $105K
|
27.1K
$621K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 1.84% |
$91K - $101K
|
84K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.52K+ 3.93% |
$90.8K - $101K
|
40.1K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.49KNew |
$89.5K - $99.4K
|
1.49K
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48K+ 6.01% |
$88.8K - $98.6K
|
26.2K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.45K+ 1.63% |
$86.9K - $96.5K
|
90.6K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 1.47% |
$86.6K - $96.1K
|
100K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.4K+ 2.11% |
$83.9K - $93.1K
|
67.7K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.4K+ 3.47% |
$83.7K - $92.9K
|
41.6K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.39K+ 30.26% |
$83.4K - $92.5K
|
5.99K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.38K+ 1.11% |
$82.7K - $91.8K
|
126K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.36K+ 33.81% |
$81.7K - $90.7K
|
5.39K
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 5.27% |
$78.1K - $86.7K
|
26.1K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 1.52% |
$77.9K - $86.5K
|
87K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 0.63% |
$76.5K - $84.9K
|
204K
$4.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 6.79% |
$74.7K - $83K
|
19.6K
$450K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.22K+ 6.73% |
$73.1K - $81.2K
|
19.3K
$444K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.17K+ 16.54% |
$69.8K - $77.5K
|
8.21K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.11K+ 4.37% |
$66.3K - $73.6K
|
26.5K
$607K
|