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 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.52KNew |
$163K - $203K
|
8.52K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
8.46KNew |
$162K - $202K
|
8.46K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.45KNew |
$161K - $201K
|
8.45K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.38K+ 2.05% |
$160K - $200K
|
416K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.25K+ 16.65% |
$158K - $197K
|
57.8K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.19K+ 73.2% |
$156K - $195K
|
19.4K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8.11KNew |
$155K - $193K
|
8.11K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8.05KNew |
$154K - $192K
|
8.05K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.85K+ 6.77% |
$150K - $187K
|
124K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
7.58K+ 0.69% |
$145K - $181K
|
1.11M
$27.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
7.51K+ 3.9% |
$143K - $179K
|
200K
$4.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.5K+ 2.97% |
$143K - $179K
|
260K
$6.38M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.47K+ 28.61% |
$143K - $178K
|
33.6K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.44K+ 6.56% |
$142K - $177K
|
121K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.27K+ 1.59% |
$139K - $173K
|
464K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.13K+ 2.2% |
$136K - $170K
|
332K
$8.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.04K+ 70.29% |
$135K - $168K
|
17.1K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.92K+ 3.84% |
$132K - $165K
|
187K
$4.59M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
6.78K+ 19.37% |
$130K - $162K
|
41.8K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.17K+ 5.75% |
$118K - $147K
|
113K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.13K+ 4.0% |
$117K - $146K
|
159K
$3.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.99K+ 1.16% |
$114K - $143K
|
524K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.86KNew |
$112K - $140K
|
5.86K
$144K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
5.86K+ 0.32% |
$112K - $140K
|
1.86M
$45.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.67K+ 3.99% |
$108K - $135K
|
148K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 1.09% |
$107K - $134K
|
520K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.46K+ 15.06% |
$104K - $130K
|
41.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.4K+ 12.65% |
$103K - $129K
|
48.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.38K+ 1.42% |
$103K - $128K
|
386K
$9.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.94K+ 204.64% |
$94.4K - $118K
|
7.36K
$180K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.89K+ 1.99% |
$93.3K - $116K
|
250K
$6.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4.83K+ 4.66% |
$92.2K - $115K
|
108K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.74K+ 8.08% |
$90.6K - $113K
|
63.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.7KNew |
$89.8K - $112K
|
4.7K
$115K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.64K+ 1.79% |
$88.5K - $110K
|
263K
$6.46M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.53K+ 3.45% |
$86.4K - $108K
|
136K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.46K+ 12.6% |
$85.2K - $106K
|
39.9K
$978K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.46K+ 2.56% |
$85.2K - $106K
|
179K
$4.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 46.88% |
$83.6K - $104K
|
13.7K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4.36K+ 2.71% |
$83.3K - $104K
|
165K
$4.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.29K+ 4.45% |
$82K - $102K
|
101K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.26K+ 24.57% |
$81.4K - $102K
|
21.6K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.06K+ 43.37% |
$77.5K - $96.7K
|
13.4K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.04K+ 7.0% |
$77.2K - $96.3K
|
61.8K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.04K+ 10.72% |
$77.2K - $96.3K
|
41.7K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.04K+ 6.76% |
$77.1K - $96.2K
|
63.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4K+ 32.61% |
$76.4K - $95.3K
|
16.3K
$399K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.93K+ 4.63% |
$75K - $93.6K
|
88.8K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.93K+ 2.42% |
$75K - $93.6K
|
166K
$4.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.93K+ 20.66% |
$75K - $93.5K
|
22.9K
$562K
|