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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.58% |
$3.48K - $3.86K
|
10.1K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
57+ 1.32% |
$3.42K - $3.79K
|
4.39K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55+ 0.28% |
$3.3K - $3.66K
|
19.4K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
53+ 0.11% |
$3.18K - $3.53K
|
50.5K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
52+ 0.61% |
$3.12K - $3.46K
|
8.54K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 1.49% |
$3.06K - $3.39K
|
3.48K
$79.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.91% |
$3.06K - $3.39K
|
5.67K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.61% |
$3K - $3.33K
|
8.3K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.34% |
$3K - $3.33K
|
14.5K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.12% |
$3K - $3.33K
|
40.5K
$930K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 0.32% |
$2.76K - $3.06K
|
14.3K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.59% |
$2.7K - $2.99K
|
7.65K
$175K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
45+ 0.39% |
$2.7K - $2.99K
|
11.6K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.7K - $2.99K
|
8.04K
$185K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43+ 0.59% |
$2.58K - $2.86K
|
7.35K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41New |
$2.46K - $2.73K
|
41
$941
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 0.14% |
$2.4K - $2.66K
|
28.2K
$647K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
39+ 0.64% |
$2.34K - $2.59K
|
6.13K
$141K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
38+ 0.63% |
$2.28K - $2.53K
|
6.09K
$140K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
38+ 0.65% |
$2.28K - $2.53K
|
5.92K
$136K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
38+ 0.28% |
$2.28K - $2.53K
|
13.8K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
37+ 0.09% |
$2.22K - $2.46K
|
42.9K
$984K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
35+ 0.32% |
$2.1K - $2.33K
|
11.1K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
35+ 0.63% |
$2.1K - $2.33K
|
5.59K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
33+ 0.33% |
$1.98K - $2.2K
|
10.1K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 0.32% |
$1.98K - $2.2K
|
10.3K
$237K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
32+ 0.64% |
$1.92K - $2.13K
|
5.04K
$116K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
32+ 0.53% |
$1.92K - $2.13K
|
6.03K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.26% |
$1.86K - $2.06K
|
11.9K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$1.8K - $2K
|
5.9K
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
30+ 0.49% |
$1.8K - $2K
|
6.2K
$142K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
30+ 0.63% |
$1.8K - $2K
|
4.76K
$109K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
30+ 0.86% |
$1.8K - $2K
|
3.52K
$80.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.05% |
$1.74K - $1.93K
|
61.6K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 0.8% |
$1.74K - $1.93K
|
3.64K
$83.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28New |
$1.68K - $1.86K
|
28
$643
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.03% |
$1.62K - $1.8K
|
77.6K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.56% |
$1.56K - $1.73K
|
4.66K
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 0.65% |
$1.5K - $1.66K
|
3.89K
$89.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.64% |
$1.5K - $1.66K
|
3.95K
$90.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 1.39% |
$1.44K - $1.6K
|
1.75K
$40.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 2.82% |
$1.44K - $1.6K
|
874
$20.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.37% |
$1.44K - $1.6K
|
6.6K
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.6K
|
3.28K
$75.2K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$1.38K - $1.53K
|
5.02K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22+ 0.51% |
$1.32K - $1.46K
|
4.34K
$99.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.63% |
$1.26K - $1.4K
|
3.36K
$77.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.46% |
$1.26K - $1.4K
|
4.62K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 0.23% |
$1.26K - $1.4K
|
9K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.63% |
$1.2K - $1.33K
|
3.19K
$73.3K
|