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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
476+ 1.47% |
$10.1K - $11.3K
|
32.9K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
426+ 4.22% |
$9.04K - $10.1K
|
10.5K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
417+ 20.93% |
$8.85K - $9.9K
|
2.41K
$57.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
416+ 0.05% |
$8.83K - $9.88K
|
888K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
415+ 2.8% |
$8.81K - $9.86K
|
15.2K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
402New |
$8.53K - $9.55K
|
402
$9.61K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
382+ 3.95% |
$8.11K - $9.07K
|
10.1K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
380+ 1.02% |
$8.07K - $9.03K
|
37.7K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
363+ 4.13% |
$7.71K - $8.62K
|
9.16K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
336+ 0.24% |
$7.13K - $7.98K
|
139K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
334+ 0.03% |
$7.09K - $7.93K
|
1.1M
$26.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
332+ 0.28% |
$7.05K - $7.89K
|
119K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
325+ 0.43% |
$6.9K - $7.72K
|
75.5K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
320+ 0.32% |
$6.79K - $7.6K
|
101K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
314+ 0.26% |
$6.67K - $7.46K
|
122K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
312+ 0.62% |
$6.62K - $7.41K
|
51K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
311+ 2.58% |
$6.6K - $7.39K
|
12.3K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
310New |
$6.58K - $7.36K
|
310
$7.41K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
288+ 104.35% |
$6.11K - $6.84K
|
564
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
261+ 0.31% |
$5.54K - $6.2K
|
85.5K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
261+ 0.27% |
$5.54K - $6.2K
|
95.8K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
260+ 1.1% |
$5.52K - $6.18K
|
23.9K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
258+ 0.81% |
$5.48K - $6.13K
|
32.1K
$767K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
252+ 5.96% |
$5.35K - $5.99K
|
4.48K
$107K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$5.22K - $5.84K
|
246
$5.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
246+ 14.9% |
$5.22K - $5.84K
|
1.9K
$45.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
245+ 1.39% |
$5.2K - $5.82K
|
17.9K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
231+ 2.53% |
$4.9K - $5.49K
|
9.36K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
226+ 188.33% |
$4.8K - $5.37K
|
346
$8.27K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
214+ 0.91% |
$4.54K - $5.08K
|
23.8K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
207New |
$4.39K - $4.92K
|
207
$4.95K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
193+ 0.95% |
$4.1K - $4.58K
|
20.5K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
179+ 17900.0% |
$3.8K - $4.25K
|
180
$4.3K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
175+ 1.32% |
$3.72K - $4.16K
|
13.4K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
169+ 0.31% |
$3.59K - $4.01K
|
55.5K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
152+ 0.63% |
$3.23K - $3.61K
|
24.2K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
144+ 0.39% |
$3.06K - $3.42K
|
36.7K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
142+ 0.31% |
$3.01K - $3.37K
|
46.5K
$1.11M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
140+ 8.57% |
$2.97K - $3.33K
|
1.77K
$42.4K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
138+ 1.5% |
$2.93K - $3.28K
|
9.34K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
134+ 0.28% |
$2.84K - $3.18K
|
48.2K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129+ 0.41% |
$2.74K - $3.06K
|
31.2K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
128+ 0.25% |
$2.72K - $3.04K
|
51.5K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
128+ 0.26% |
$2.72K - $3.04K
|
50K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
124+ 0.79% |
$2.63K - $2.95K
|
15.9K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
123+ 0.14% |
$2.61K - $2.92K
|
88.4K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
119+ 0.97% |
$2.53K - $2.83K
|
12.4K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
115+ 0.29% |
$2.44K - $2.73K
|
40.1K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
115+ 3.63% |
$2.44K - $2.73K
|
3.29K
$78.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
107+ 0.57% |
$2.27K - $2.54K
|
18.8K
$450K
|