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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8.24K+ 12.33% |
$175K - $196K
|
75.1K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 3.21% |
$172K - $193K
|
261K
$6.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
7.89K+ 6.45% |
$168K - $187K
|
130K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.88K+ 0.96% |
$167K - $187K
|
828K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.87K+ 7.56% |
$167K - $187K
|
112K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.86K+ 57.92% |
$167K - $187K
|
21.4K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.52K+ 154.13% |
$160K - $179K
|
12.4K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.52K+ 3.06% |
$160K - $179K
|
253K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.36K+ 1.39% |
$156K - $175K
|
538K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.08K+ 1.52% |
$150K - $168K
|
472K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
7.02K+ 5.45% |
$149K - $167K
|
136K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.97K+ 139.94% |
$148K - $166K
|
11.9K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 6.22% |
$148K - $165K
|
119K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.89K+ 64.98% |
$146K - $164K
|
17.5K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.88K+ 35.91% |
$146K - $163K
|
26K
$622K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.77K+ 4.04% |
$144K - $161K
|
174K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.73K+ 2.46% |
$143K - $160K
|
280K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.64K+ 1.23% |
$141K - $158K
|
546K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6.29K+ 1.65% |
$134K - $149K
|
388K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 13.82% |
$132K - $147K
|
51.1K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.06K+ 0.68% |
$129K - $144K
|
892K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.02K+ 4.09% |
$128K - $143K
|
153K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5.85K+ 32.1% |
$124K - $139K
|
24.1K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.55K+ 19.99% |
$118K - $132K
|
33.3K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.54K+ 16.26% |
$118K - $132K
|
39.6K
$947K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.53K+ 1.28% |
$117K - $131K
|
439K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.5K+ 8.6% |
$117K - $131K
|
69.5K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
5.46K+ 3.4% |
$116K - $130K
|
166K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
5.36K+ 5.3% |
$114K - $127K
|
106K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.33K+ 40.27% |
$113K - $126K
|
18.6K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 8.82% |
$113K - $126K
|
65.5K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.13K+ 3.57% |
$109K - $122K
|
149K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
5.12K+ 9.03% |
$109K - $122K
|
61.8K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.11K+ 3.73% |
$108K - $121K
|
142K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.7K+ 3.7% |
$99.8K - $112K
|
132K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.7K+ 57.49% |
$99.8K - $112K
|
12.9K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.42K+ 6.79% |
$93.8K - $105K
|
69.5K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
4.42K+ 0.19% |
$93.8K - $105K
|
2.34M
$56M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.28K+ 12.98% |
$90.9K - $102K
|
37.2K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.25K+ 0.53% |
$90.2K - $101K
|
805K
$19.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.13K+ 7.01% |
$87.7K - $98.1K
|
63.1K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4K+ 30.09% |
$84.9K - $95K
|
17.3K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.92K+ 4.85% |
$83.3K - $93.1K
|
84.8K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.91K+ 2.14% |
$82.9K - $92.8K
|
186K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.87K+ 33.26% |
$82.2K - $91.9K
|
15.5K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
3.87K+ 4.5% |
$82.1K - $91.8K
|
89.8K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.87K+ 4.5% |
$82.1K - $91.8K
|
89.8K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 37.71% |
$81.9K - $91.6K
|
14.1K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
3.83K+ 4.37% |
$81.2K - $90.8K
|
91.3K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.8K+ 0.9% |
$80.6K - $90.2K
|
425K
$10.2M
|