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 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.46K+ 8.07% |
$31K - $34.7K
|
19.5K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.44K+ 1.31% |
$30.5K - $34.2K
|
111K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.43KNew |
$30.3K - $33.9K
|
1.43K
$34.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.43K+ 4.21% |
$30.3K - $33.9K
|
35.3K
$844K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.38K+ 0.86% |
$29.3K - $32.8K
|
162K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$29.3K - $32.8K
|
1.38K
$33K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.31K+ 0.57% |
$27.9K - $31.2K
|
233K
$5.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.3K+ 3.76% |
$27.7K - $31K
|
36K
$861K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.28K+ 5.24% |
$27.2K - $30.4K
|
25.8K
$616K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.26K+ 8.81% |
$26.8K - $30K
|
15.6K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.26K+ 9.33% |
$26.7K - $29.9K
|
14.7K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 3.43% |
$26.5K - $29.7K
|
37.7K
$901K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.23K+ 13.67% |
$26.1K - $29.2K
|
10.2K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 5.27% |
$25.9K - $29K
|
24.4K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.22K+ 2.9% |
$25.9K - $29K
|
43.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.2KNew |
$25.5K - $28.5K
|
1.2K
$28.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.2K+ 1.21% |
$25.5K - $28.5K
|
101K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$24.7K - $27.6K
|
1.16K
$27.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.16K+ 1.14% |
$24.7K - $27.6K
|
103K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.15K+ 4.03% |
$24.4K - $27.3K
|
29.6K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.13K+ 2.31% |
$23.9K - $26.7K
|
49.8K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.12K+ 3.41% |
$23.8K - $26.6K
|
34K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
993+ 1.75% |
$21.1K - $23.6K
|
57.8K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
936+ 0.45% |
$19.9K - $22.2K
|
208K
$4.98M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
893+ 5.18% |
$19K - $21.2K
|
18.1K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
862+ 6.74% |
$18.3K - $20.5K
|
13.7K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
849+ 0.49% |
$18K - $20.2K
|
173K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
840+ 0.8% |
$17.8K - $20K
|
106K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
811+ 2.13% |
$17.2K - $19.3K
|
38.8K
$928K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.73% |
$16.6K - $18.6K
|
107K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
777+ 0.81% |
$16.5K - $18.5K
|
96.3K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
775+ 0.36% |
$16.5K - $18.4K
|
216K
$5.16M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
775+ 0.22% |
$16.5K - $18.4K
|
347K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
753+ 3.24% |
$16K - $17.9K
|
24K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
743+ 1.3% |
$15.8K - $17.6K
|
57.9K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
725+ 2.88% |
$15.4K - $17.2K
|
25.9K
$619K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
713+ 6.42% |
$15.1K - $16.9K
|
11.8K
$282K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
713+ 1.04% |
$15.1K - $16.9K
|
69.3K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
699+ 5.97% |
$14.8K - $16.6K
|
12.4K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
698+ 0.09% |
$14.8K - $16.6K
|
762K
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
656+ 1.49% |
$13.9K - $15.6K
|
44.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
599+ 0.43% |
$12.7K - $14.2K
|
141K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
586+ 0.18% |
$12.4K - $13.9K
|
317K
$7.59M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
583+ 3.19% |
$12.4K - $13.8K
|
18.9K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
581+ 1.57% |
$12.3K - $13.8K
|
37.6K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
572+ 0.52% |
$12.1K - $13.6K
|
110K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
571+ 0.64% |
$12.1K - $13.6K
|
89.3K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
549+ 3.84% |
$11.7K - $13K
|
14.8K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
511+ 2.17% |
$10.8K - $12.1K
|
24K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
509+ 2.99% |
$10.8K - $12.1K
|
17.5K
$419K
|