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 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108K+ 173.86% |
$6.48M - $7.19M
|
170K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
94.4K+ 197.77% |
$5.66M - $6.28M
|
142K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88.6K+ 8.33% |
$5.31M - $5.9M
|
1.15M
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86.5K+ 84.62% |
$5.18M - $5.75M
|
189K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
81.9K+ 10.75% |
$4.91M - $5.45M
|
844K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
81.1K+ 374.94% |
$4.86M - $5.39M
|
103K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76KNew |
$4.55M - $5.05M
|
76K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
74.7K+ 10.04% |
$4.48M - $4.97M
|
818K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63.9K+ 83.65% |
$3.83M - $4.25M
|
140K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61.4K+ 13.71% |
$3.68M - $4.09M
|
509K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
56.4K+ 2.21% |
$3.38M - $3.75M
|
2.61M
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 14.62% |
$3.17M - $3.52M
|
415K
$9.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
51.3K+ 38.08% |
$3.08M - $3.41M
|
186K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48.9K+ 216.19% |
$2.93M - $3.25M
|
71.5K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
47.4K+ 6.05% |
$2.84M - $3.15M
|
831K
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
46.1KNew |
$2.76M - $3.06M
|
46.1K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
45.5K+ 12.95% |
$2.72M - $3.02M
|
396K
$9.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40.7K+ 226.48% |
$2.44M - $2.71M
|
58.7K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2K+ 241.63% |
$2.41M - $2.68M
|
56.9K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39.5K+ 201.29% |
$2.37M - $2.63M
|
59.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
36.5K+ 301.3% |
$2.19M - $2.43M
|
48.7K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
35.7K+ 4.28% |
$2.14M - $2.38M
|
870K
$20.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.7K+ 5.43% |
$1.96M - $2.18M
|
635K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32K+ 25.14% |
$1.91M - $2.13M
|
159K
$3.69M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.9KNew |
$1.85M - $2.06M
|
30.9K
$718K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.3K+ 292.99% |
$1.7M - $1.88M
|
38K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 63.13% |
$1.61M - $1.79M
|
69.6K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 4.67% |
$1.61M - $1.79M
|
603K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.6K+ 2.58% |
$1.54M - $1.7M
|
1.02M
$23.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.6K+ 4.24% |
$1.48M - $1.64M
|
605K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
24.3KNew |
$1.46M - $1.62M
|
24.3K
$565K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
24.3K+ 4.61% |
$1.46M - $1.62M
|
551K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 15.71% |
$1.43M - $1.59M
|
176K
$4.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
23.5K+ 1.08% |
$1.41M - $1.56M
|
2.21M
$51.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4KNew |
$1.34M - $1.49M
|
22.4K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 3.32% |
$1.28M - $1.42M
|
662K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
21K+ 2.08% |
$1.26M - $1.4M
|
1.03M
$24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 12.04% |
$1.25M - $1.39M
|
195K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.6K+ 33.83% |
$1.24M - $1.37M
|
81.5K
$1.89M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.6K+ 5.67% |
$1.23M - $1.37M
|
384K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.5K+ 5.77% |
$1.23M - $1.36M
|
376K
$8.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 3.0% |
$1.15M - $1.27M
|
657K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
18K+ 468.91% |
$1.08M - $1.19M
|
21.8K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
17.9K+ 1.38% |
$1.07M - $1.19M
|
1.32M
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 33.4% |
$1.01M - $1.12M
|
67.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.8K+ 242.89% |
$944K - $1.05M
|
22.2K
$516K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
14.9K+ 281.86% |
$894K - $992K
|
20.2K
$469K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.8K+ 200.0% |
$887K - $985K
|
22.2K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.5K+ 23.78% |
$872K - $968K
|
75.7K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.1KNew |
$843K - $935K
|
14.1K
$326K
|