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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
465New |
$8.88K - $11.1K
|
465
$11.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
461+ 4.78% |
$8.81K - $11K
|
10.1K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
460+ 0.23% |
$8.79K - $11K
|
197K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
454+ 2.84% |
$8.67K - $10.8K
|
16.5K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
452New |
$8.63K - $10.8K
|
452
$11.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
447+ 4.16% |
$8.54K - $10.7K
|
11.2K
$275K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
434+ 18.69% |
$8.29K - $10.3K
|
2.76K
$67.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
427+ 1.99% |
$8.16K - $10.2K
|
21.8K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
426+ 1.51% |
$8.14K - $10.2K
|
28.7K
$703K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
392+ 0.18% |
$7.49K - $9.34K
|
215K
$5.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
386+ 0.26% |
$7.37K - $9.2K
|
146K
$3.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
377+ 0.42% |
$7.2K - $8.98K
|
89.7K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
333+ 3.25% |
$6.36K - $7.94K
|
10.6K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
311+ 0.49% |
$5.94K - $7.41K
|
63.4K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
280+ 0.25% |
$5.35K - $6.67K
|
114K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
278+ 0.99% |
$5.31K - $6.62K
|
28.4K
$697K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
258+ 1.44% |
$4.93K - $6.15K
|
18.1K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
237+ 5.38% |
$4.53K - $5.65K
|
4.65K
$114K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
231New |
$4.41K - $5.5K
|
231
$5.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
228+ 0.47% |
$4.35K - $5.43K
|
48.5K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 9.33% |
$4.26K - $5.31K
|
2.61K
$64.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
214+ 0.9% |
$4.09K - $5.1K
|
24.1K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
212+ 1.43% |
$4.05K - $5.05K
|
15K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
212+ 2.31% |
$4.05K - $5.05K
|
9.38K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
193+ 1.1% |
$3.69K - $4.6K
|
17.7K
$434K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
192+ 0.43% |
$3.67K - $4.58K
|
44.9K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
175+ 0.98% |
$3.34K - $4.17K
|
18.1K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
173+ 0.39% |
$3.3K - $4.12K
|
44.7K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
162+ 0.83% |
$3.09K - $3.86K
|
19.7K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.39% |
$3.09K - $3.86K
|
42.1K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
157+ 0.22% |
$3K - $3.74K
|
71.2K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
153+ 0.15% |
$2.92K - $3.65K
|
102K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
138New |
$2.64K - $3.29K
|
138
$3.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 0.3% |
$2.64K - $3.29K
|
46.6K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
136+ 0.29% |
$2.6K - $3.24K
|
47.3K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$453K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 0.75% |
$2.37K - $2.95K
|
16.7K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
107+ 0.03% |
$2.04K - $2.55K
|
317K
$7.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
103+ 1.08% |
$1.97K - $2.45K
|
9.67K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
103+ 0.29% |
$1.97K - $2.45K
|
35.7K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 0.68% |
$1.97K - $2.45K
|
15.2K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
102+ 0.89% |
$1.95K - $2.43K
|
11.6K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
100+ 0.15% |
$1.91K - $2.38K
|
65.2K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
97+ 0.3% |
$1.85K - $2.31K
|
32.9K
$808K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 0.76% |
$1.8K - $2.24K
|
12.5K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 1.34% |
$1.74K - $2.17K
|
6.88K
$169K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 0.3% |
$1.74K - $2.17K
|
30.7K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
87+ 0.3% |
$1.66K - $2.07K
|
29.5K
$724K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
87+ 0.04% |
$1.66K - $2.07K
|
197K
$4.83M
|