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 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.3K+ 4.12% |
$30.9K - $33.5K
|
32.7K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.26K+ 1.16% |
$30.1K - $32.6K
|
111K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25K+ 10.6% |
$29.8K - $32.3K
|
13.1K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 0.21% |
$29.6K - $32.1K
|
583K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 7.85% |
$29.6K - $32.1K
|
17.1K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.23K+ 0.64% |
$29.4K - $31.9K
|
193K
$4.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 8.93% |
$29.1K - $31.6K
|
14.9K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.22K+ 0.58% |
$29K - $31.5K
|
212K
$5.47M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.18K+ 0.12% |
$28.2K - $30.6K
|
981K
$25.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.15K+ 4.56% |
$27.4K - $29.7K
|
26.4K
$681K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.15K+ 2.15% |
$27.3K - $29.6K
|
54.5K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.15KNew |
$27.3K - $29.6K
|
1.15K
$29.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.14K+ 2.91% |
$27.2K - $29.5K
|
40.3K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.1K+ 0.46% |
$26.3K - $28.5K
|
242K
$6.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09K+ 0.47% |
$25.9K - $28.1K
|
234K
$6.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.08K+ 1.21% |
$25.8K - $28K
|
90.8K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.08K+ 1.31% |
$25.8K - $28K
|
83.7K
$2.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07K+ 3.99% |
$25.4K - $27.5K
|
27.8K
$717K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.06KNew |
$25.3K - $27.4K
|
1.06K
$27.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 4.12% |
$25K - $27.1K
|
26.5K
$684K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.05K+ 1.99% |
$25K - $27.1K
|
53.7K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.03K+ 11.47% |
$24.6K - $26.7K
|
10K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 1.86% |
$24.6K - $26.7K
|
56.6K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1K+ 2.76% |
$23.8K - $25.9K
|
37.3K
$964K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
961+ 0.65% |
$22.9K - $24.8K
|
149K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
955+ 0.45% |
$22.7K - $24.7K
|
215K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
948+ 0.91% |
$22.6K - $24.5K
|
105K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
939+ 1.07% |
$22.4K - $24.3K
|
88.9K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
938+ 1.38% |
$22.3K - $24.2K
|
69K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
924+ 10.93% |
$22K - $23.9K
|
9.38K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
923+ 0.73% |
$22K - $23.9K
|
127K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
897+ 0.84% |
$21.4K - $23.2K
|
108K
$2.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
893+ 0.89% |
$21.3K - $23.1K
|
102K
$2.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
887+ 2.5% |
$21.1K - $22.9K
|
36.4K
$940K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
853+ 0.58% |
$20.3K - $22K
|
148K
$3.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
850+ 4.59% |
$20.2K - $22K
|
19.4K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
820+ 7.66% |
$19.5K - $21.2K
|
11.5K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
782New |
$18.6K - $20.2K
|
782
$20.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
771+ 11.42% |
$18.4K - $19.9K
|
7.52K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
761+ 2.23% |
$18.1K - $19.7K
|
34.9K
$902K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
750+ 1.56% |
$17.9K - $19.4K
|
48.8K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
746New |
$17.8K - $19.3K
|
746
$19.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
730+ 1.41% |
$17.4K - $18.9K
|
52.5K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
726+ 1.2% |
$17.3K - $18.8K
|
61.3K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700+ 34.2% |
$16.7K - $18.1K
|
2.75K
$70.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
693+ 0.29% |
$16.5K - $17.9K
|
241K
$6.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
693+ 3.69% |
$16.5K - $17.9K
|
19.5K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
675New |
$16.1K - $17.4K
|
675
$17.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
674+ 1.78% |
$16.1K - $17.4K
|
38.5K
$993K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
655+ 0.9% |
$15.6K - $16.9K
|
73.2K
$1.89M
|
|