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 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.9K+ 38.58% |
$74.5K - $93K
|
14K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.9K+ 4.34% |
$74.5K - $93K
|
93.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.84K+ 1.49% |
$73.3K - $91.4K
|
261K
$6.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.75K+ 0.74% |
$71.6K - $89.4K
|
511K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.68K+ 10.47% |
$70.2K - $87.6K
|
38.8K
$952K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.62K+ 0.42% |
$69K - $86.1K
|
862K
$21.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.61K+ 9.6% |
$68.9K - $86K
|
41.2K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.52K+ 0.41% |
$67.3K - $83.9K
|
871K
$21.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.5K+ 4.67% |
$66.9K - $83.5K
|
78.5K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
3.39K+ 5.48% |
$64.7K - $80.8K
|
65.2K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.28K+ 6.9% |
$62.6K - $78K
|
50.8K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.27K+ 9.9% |
$62.5K - $77.9K
|
36.3K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.26K+ 2.75% |
$62.2K - $77.6K
|
122K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.13KNew |
$59.7K - $74.5K
|
3.13K
$76.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.09K+ 15.09% |
$59.1K - $73.7K
|
23.6K
$578K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.89K+ 12.87% |
$55.1K - $68.8K
|
25.3K
$621K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.85K+ 1.28% |
$54.5K - $68K
|
226K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.78K+ 27.55% |
$53.1K - $66.3K
|
12.9K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.75K+ 7.3% |
$52.5K - $65.5K
|
40.4K
$990K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.71K+ 2.55% |
$51.7K - $64.5K
|
109K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 3.39% |
$50.9K - $63.5K
|
81.2K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.62K+ 9.49% |
$50K - $62.4K
|
30.2K
$741K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
2.59K+ 15.98% |
$49.5K - $61.7K
|
18.8K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.55K+ 25.65% |
$48.7K - $60.8K
|
12.5K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.36K+ 3.68% |
$45.2K - $56.3K
|
66.6K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 2.2% |
$44.9K - $56K
|
109K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.34K+ 2.53% |
$44.8K - $55.8K
|
95K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 12.36% |
$44.5K - $55.5K
|
21.2K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32K+ 0.97% |
$44.4K - $55.3K
|
241K
$5.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24K+ 4138.89% |
$42.7K - $53.3K
|
2.29K
$56.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.22K+ 14.58% |
$42.3K - $52.8K
|
17.4K
$427K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 2.26% |
$42.1K - $52.5K
|
99.5K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.17K+ 4.06% |
$41.5K - $51.8K
|
55.6K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.15K+ 0.74% |
$41.1K - $51.3K
|
291K
$7.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 1.4% |
$39.3K - $49K
|
149K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2K+ 12.74% |
$38.2K - $47.7K
|
17.7K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.93K+ 1.27% |
$36.9K - $46K
|
154K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.86K+ 2.39% |
$35.6K - $44.4K
|
79.8K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.8K+ 319.15% |
$34.4K - $42.9K
|
2.36K
$58K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 5.66% |
$33.1K - $41.3K
|
32.3K
$793K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 38.46% |
$32.5K - $40.6K
|
6.13K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.68K+ 2.0% |
$32.1K - $40.1K
|
85.8K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 6.33% |
$31.5K - $39.2K
|
27.7K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 7.04% |
$29.9K - $37.4K
|
23.8K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.56K+ 0.15% |
$29.9K - $37.3K
|
1.06M
$26.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.55K+ 18.54% |
$29.6K - $37K
|
9.92K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.53K+ 4.34% |
$29.2K - $36.5K
|
36.8K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.51K+ 5.52% |
$28.9K - $36K
|
28.9K
$709K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 2.22% |
$28.2K - $35.1K
|
68.1K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 5.5% |
$27.5K - $34.3K
|
27.6K
$677K
|