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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 4.84% |
$76.3K - $85.4K
|
77.8K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.54K+ 1.45% |
$75.2K - $84.1K
|
247K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.47K+ 1.37% |
$73.7K - $82.5K
|
257K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.47K+ 1.96% |
$73.7K - $82.4K
|
180K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.47K+ 4.66% |
$73.6K - $82.4K
|
77.9K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.47KNew |
$73.6K - $82.3K
|
3.47K
$82.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 22.16% |
$66.2K - $74.1K
|
17.2K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.05K+ 3.4% |
$64.7K - $72.4K
|
92.7K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.03K+ 0.63% |
$64.3K - $71.9K
|
482K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.02K+ 1.27% |
$64.2K - $71.8K
|
241K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.01K+ 21.52% |
$63.9K - $71.5K
|
17K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3K+ 22.81% |
$63.7K - $71.3K
|
16.2K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.94K+ 12.27% |
$62.5K - $69.9K
|
26.9K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.9K+ 1.06% |
$61.6K - $68.9K
|
277K
$6.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.82K+ 1.21% |
$59.9K - $67K
|
236K
$5.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.8K+ 6.52% |
$59.4K - $66.5K
|
45.7K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.77K+ 6.93% |
$58.7K - $65.7K
|
42.7K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.76K+ 1.89% |
$58.6K - $65.6K
|
149K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.72K+ 8.41% |
$57.7K - $64.6K
|
35K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 3.19% |
$57.3K - $64.1K
|
87.4K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.66K+ 3.06% |
$56.6K - $63.3K
|
89.6K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.65K+ 0.28% |
$56.2K - $62.8K
|
951K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 53.69% |
$54.6K - $61.1K
|
7.37K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$52.1K - $58.3K
|
2.45K
$58.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 3.6% |
$51.6K - $57.7K
|
69.9K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.43KNew |
$51.5K - $57.6K
|
2.43K
$58K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.4K+ 10.44% |
$51K - $57K
|
25.4K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.38K+ 2.1% |
$50.6K - $56.6K
|
116K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.31K+ 85.21% |
$49.1K - $54.9K
|
5.02K
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.37% |
$48.5K - $54.3K
|
33.3K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.28KNew |
$48.5K - $54.2K
|
2.28K
$54.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.26K+ 82.78% |
$48K - $53.7K
|
4.99K
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 13.32% |
$46.6K - $52.1K
|
18.7K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.19K+ 11.66% |
$46.5K - $52.1K
|
21K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.98K+ 21.49% |
$42K - $47K
|
11.2K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.94K+ 15.05% |
$41.2K - $46.1K
|
14.8K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 7.36% |
$41.1K - $46K
|
28.2K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.9K+ 38.78% |
$40.3K - $45.1K
|
6.8K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.89K+ 0.37% |
$40.1K - $44.8K
|
507K
$12.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87K+ 2.17% |
$39.6K - $44.3K
|
87.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.78K+ 0.89% |
$37.7K - $42.2K
|
202K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 2.3% |
$36.9K - $41.3K
|
77.5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63K+ 3.97% |
$34.6K - $38.8K
|
42.7K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
1.59K+ 10.0% |
$33.8K - $37.8K
|
17.5K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.58K+ 7.61% |
$33.4K - $37.4K
|
22.3K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.57K+ 1.14% |
$33.2K - $37.2K
|
139K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.55K+ 0.47% |
$32.9K - $36.8K
|
329K
$7.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.53K+ 0.18% |
$32.4K - $36.2K
|
830K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.49K+ 4.67% |
$31.6K - $35.3K
|
33.4K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.47KNew |
$31.3K - $35K
|
1.47K
$35.2K
|