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 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16.7K+ 76.04% |
$355K - $397K
|
38.7K
$925K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.6KNew |
$351K - $393K
|
16.6K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
16.1K+ 2.82% |
$342K - $383K
|
587K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.7KNew |
$334K - $374K
|
15.7K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15.2K+ 31.06% |
$323K - $362K
|
64.3K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.8KNew |
$315K - $352K
|
14.8K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
14.5K+ 13.74% |
$309K - $345K
|
120K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
14.4K+ 2.74% |
$305K - $341K
|
539K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
14.2K+ 5.6% |
$301K - $337K
|
267K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.1K+ 120.41% |
$300K - $336K
|
25.9K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.1K+ 4.94% |
$299K - $335K
|
300K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
13.9K+ 45.69% |
$294K - $329K
|
44.2K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$321K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.2KNew |
$281K - $314K
|
13.2K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.1K+ 170.86% |
$278K - $311K
|
20.7K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.8KNew |
$273K - $305K
|
12.8K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 0.61% |
$271K - $303K
|
2.1M
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.6KNew |
$267K - $299K
|
12.6K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.4K+ 6.93% |
$263K - $295K
|
191K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 1.24% |
$262K - $293K
|
1.01M
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
12.2K+ 3.82% |
$260K - $290K
|
333K
$7.95M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$260K - $290K
|
12.2K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.1K+ 122.49% |
$256K - $287K
|
21.9K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
12K+ 5.01% |
$256K - $286K
|
252K
$6.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.9K+ 22.66% |
$253K - $283K
|
64.5K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
11.5K+ 0.91% |
$245K - $274K
|
1.28M
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.4K+ 14.22% |
$243K - $272K
|
92K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.4K+ 8.23% |
$241K - $270K
|
150K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.3K+ 73.42% |
$240K - $268K
|
26.7K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 1728.82% |
$230K - $258K
|
11.5K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.8K+ 73.89% |
$229K - $257K
|
25.4K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.7KNew |
$228K - $255K
|
10.7K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$224K - $251K
|
10.6K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.3K+ 200.94% |
$219K - $245K
|
15.4K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.3KNew |
$218K - $244K
|
10.3K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.2K+ 18.96% |
$216K - $242K
|
63.9K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
10.1KNew |
$215K - $241K
|
10.1K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10K+ 0.86% |
$212K - $238K
|
1.17M
$28M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10K+ 20.15% |
$212K - $238K
|
59.7K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.7K+ 47.38% |
$206K - $230K
|
30.2K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.6KNew |
$204K - $228K
|
9.6K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9.57KNew |
$203K - $227K
|
9.57K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.4KNew |
$200K - $223K
|
9.4K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
9.3KNew |
$197K - $221K
|
9.3K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.7K+ 200.0% |
$185K - $207K
|
13.1K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.55K+ 4.98% |
$181K - $203K
|
180K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.45K+ 2.51% |
$179K - $201K
|
346K
$8.27M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.45K+ 0.24% |
$179K - $201K
|
3.5M
$83.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.27K+ 26.12% |
$176K - $196K
|
39.9K
$955K
|