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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
185+ 0.64% |
$11.1K - $12.3K
|
29.2K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
185+ 1.49% |
$11.1K - $12.3K
|
12.6K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
183+ 0.27% |
$11K - $12.2K
|
68.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182+ 122.97% |
$10.9K - $12.1K
|
330
$7.57K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
179+ 2.2% |
$10.7K - $11.9K
|
8.3K
$190K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
177+ 36.12% |
$10.6K - $11.8K
|
667
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
164New |
$9.83K - $10.9K
|
164
$3.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162New |
$9.71K - $10.8K
|
162
$3.72K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
160New |
$9.59K - $10.6K
|
160
$3.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
159+ 2.42% |
$9.53K - $10.6K
|
6.74K
$155K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
159+ 0.81% |
$9.53K - $10.6K
|
19.8K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
153+ 70.51% |
$9.17K - $10.2K
|
370
$8.49K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
152+ 0.59% |
$9.11K - $10.1K
|
26.1K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
137+ 0.49% |
$8.21K - $9.11K
|
27.9K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
137+ 0.8% |
$8.21K - $9.11K
|
17.2K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
133+ 0.05% |
$7.97K - $8.85K
|
259K
$5.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.6% |
$7.79K - $8.65K
|
21.7K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
126+ 3.82% |
$7.55K - $8.38K
|
3.43K
$78.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
125+ 1.0% |
$7.49K - $8.32K
|
12.7K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
124+ 1.27% |
$7.43K - $8.25K
|
9.87K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 0.18% |
$7.31K - $8.12K
|
69.2K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
122+ 0.91% |
$7.31K - $8.12K
|
13.5K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
116+ 0.66% |
$6.95K - $7.72K
|
17.8K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
115+ 2.12% |
$6.89K - $7.65K
|
5.55K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112+ 0.64% |
$6.71K - $7.45K
|
17.6K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
111+ 0.03% |
$6.65K - $7.38K
|
364K
$8.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 1.65% |
$6.47K - $7.18K
|
6.66K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
103+ 1.28% |
$6.17K - $6.85K
|
8.16K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102+ 0.62% |
$6.11K - $6.79K
|
16.5K
$379K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
102+ 0.75% |
$6.11K - $6.79K
|
13.8K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.28% |
$6.05K - $6.72K
|
8K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
100+ 1.66% |
$5.99K - $6.65K
|
6.12K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
99+ 0.64% |
$5.93K - $6.59K
|
15.7K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
97+ 0.63% |
$5.81K - $6.45K
|
15.4K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
94+ 49.21% |
$5.63K - $6.25K
|
285
$6.54K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 19.96% |
$5.33K - $5.92K
|
535
$12.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
88New |
$5.27K - $5.85K
|
88
$2.02K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
86+ 0.52% |
$5.15K - $5.72K
|
16.5K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 0.8% |
$5.09K - $5.65K
|
10.7K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
79+ 0.48% |
$4.73K - $5.26K
|
16.6K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 0.25% |
$4.61K - $5.12K
|
30.4K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75+ 3.12% |
$4.49K - $4.99K
|
2.48K
$56.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
75+ 0.47% |
$4.49K - $4.99K
|
15.9K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 0.62% |
$4.37K - $4.86K
|
11.8K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
71+ 0.34% |
$4.26K - $4.72K
|
21.2K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
70+ 2.75% |
$4.2K - $4.66K
|
2.62K
$60K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
65+ 0.85% |
$3.9K - $4.32K
|
7.68K
$176K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.16% |
$3.84K - $4.26K
|
39.9K
$915K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
63+ 2.83% |
$3.78K - $4.19K
|
2.29K
$52.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
61+ 1.0% |
$3.66K - $4.06K
|
6.15K
$141K
|