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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.39K+ 1.62% |
$26.5K - $33.1K
|
86.8K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.35K+ 4.46% |
$25.7K - $32.1K
|
31.5K
$773K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.24K+ 8.18% |
$23.6K - $29.5K
|
16.4K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.18K+ 2.67% |
$22.6K - $28.2K
|
45.4K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 11.6% |
$22.4K - $27.9K
|
11.3K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.14K+ 2.38% |
$21.7K - $27K
|
48.7K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1.08K+ 1.01% |
$20.6K - $25.7K
|
108K
$2.64M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 1.77% |
$20K - $24.9K
|
60K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1K+ 6.76% |
$19.1K - $23.9K
|
15.8K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1K+ 0.17% |
$19.1K - $23.9K
|
596K
$14.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
996+ 33.2% |
$19K - $23.7K
|
4K
$98K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
995+ 1.29% |
$19K - $23.7K
|
78.4K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
991+ 8.05% |
$18.9K - $23.6K
|
13.3K
$326K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
982+ 1.19% |
$18.8K - $23.4K
|
83.7K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
975+ 0.95% |
$18.6K - $23.2K
|
104K
$2.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
963New |
$18.4K - $22.9K
|
963
$23.6K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
930+ 9.46% |
$17.8K - $22.2K
|
10.8K
$264K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900+ 4.97% |
$17.2K - $21.4K
|
19K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
900New |
$17.2K - $21.4K
|
900
$22.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
899+ 0.28% |
$17.2K - $21.4K
|
327K
$8.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
854+ 2.31% |
$16.3K - $20.4K
|
37.8K
$927K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$26.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
802+ 0.93% |
$15.3K - $19.1K
|
87.3K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
792+ 37.66% |
$15.1K - $18.9K
|
2.9K
$71K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
789+ 2.09% |
$15.1K - $18.8K
|
38.5K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
783New |
$15K - $18.7K
|
783
$19.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
782+ 0.65% |
$14.9K - $18.6K
|
122K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
767+ 0.12% |
$14.6K - $18.3K
|
621K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
764+ 1.5% |
$14.6K - $18.2K
|
51.8K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
730New |
$13.9K - $17.4K
|
730
$17.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
690+ 0.42% |
$13.2K - $16.4K
|
163K
$4M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
667+ 2.78% |
$12.7K - $15.9K
|
24.6K
$604K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
661New |
$12.6K - $15.8K
|
661
$16.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
648New |
$12.4K - $15.4K
|
648
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
620+ 0.71% |
$11.8K - $14.8K
|
88K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
619+ 0.84% |
$11.8K - $14.8K
|
74.1K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
600+ 1.51% |
$11.5K - $14.3K
|
40.4K
$990K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
584+ 0.97% |
$11.2K - $13.9K
|
60.6K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
571+ 2.34% |
$10.9K - $13.6K
|
24.9K
$611K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
570+ 0.75% |
$10.9K - $13.6K
|
76.1K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
566+ 56600.0% |
$10.8K - $13.5K
|
567
$13.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
552+ 2.6% |
$10.5K - $13.2K
|
21.8K
$534K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
517+ 1.19% |
$9.87K - $12.3K
|
43.8K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
508+ 4.94% |
$9.7K - $12.1K
|
10.8K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
506New |
$9.66K - $12.1K
|
506
$12.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
500New |
$9.55K - $11.9K
|
500
$12.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 0.22% |
$9.55K - $11.9K
|
228K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 4.45% |
$9.53K - $11.9K
|
11.7K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
491+ 1.66% |
$9.38K - $11.7K
|
30.1K
$739K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
474+ 3.87% |
$9.05K - $11.3K
|
12.7K
$312K
|