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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
11.3K+ 201.95% |
$215K - $268K
|
16.8K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 0.33% |
$215K - $268K
|
3.4M
$83.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2KNew |
$214K - $267K
|
11.2K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11.2K+ 30.78% |
$214K - $267K
|
47.6K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.2KNew |
$213K - $266K
|
11.2K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 4.75% |
$210K - $261K
|
242K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$207K - $258K
|
10.8K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$206K - $256K
|
10.8K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$204K - $254K
|
10.7K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.5K+ 1.19% |
$201K - $251K
|
899K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2KNew |
$195K - $244K
|
10.2K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10.2KNew |
$195K - $243K
|
10.2K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 2.01% |
$194K - $242K
|
516K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$194K - $242K
|
10.2K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1KNew |
$194K - $242K
|
10.1K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.87KNew |
$189K - $235K
|
9.87K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.8KNew |
$187K - $234K
|
9.8K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.63K+ 28.34% |
$184K - $230K
|
43.6K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.35K+ 8.74% |
$179K - $223K
|
116K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9.32KNew |
$178K - $222K
|
9.32K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.29KNew |
$177K - $221K
|
9.29K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.23KNew |
$176K - $220K
|
9.23K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.22KNew |
$176K - $220K
|
9.22K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $219K
|
9.18K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
9.15KNew |
$175K - $218K
|
9.15K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.15K+ 24.07% |
$175K - $218K
|
47.2K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.12KNew |
$174K - $217K
|
9.12K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
9.11KNew |
$174K - $217K
|
9.11K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
9.1K+ 2.74% |
$174K - $217K
|
342K
$8.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
9.08KNew |
$173K - $216K
|
9.08K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$172K - $214K
|
9K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.98KNew |
$171K - $214K
|
8.98K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.97K+ 3.04% |
$171K - $214K
|
304K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.94KNew |
$171K - $213K
|
8.94K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.91KNew |
$170K - $212K
|
8.91K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.9K+ 7.44% |
$170K - $212K
|
129K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.86K+ 1.1% |
$169K - $211K
|
814K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.84KNew |
$169K - $211K
|
8.84K
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.79K+ 45.82% |
$168K - $210K
|
28K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.75KNew |
$167K - $209K
|
8.75K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8.72K+ 33.7% |
$167K - $208K
|
34.6K
$849K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.72K+ 14.54% |
$167K - $208K
|
68.7K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.72KNew |
$166K - $208K
|
8.72K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.61KNew |
$164K - $205K
|
8.61K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 1.85% |
$164K - $205K
|
472K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$210K
|