Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
482K+ 4357.81% |
$10.2M - $11.4M
|
493K
$9.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
479K+ 4.17% |
$10.2M - $11.4M
|
11.9M
$242M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
382K+ 6.48% |
$8.12M - $9.08M
|
6.28M
$127M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
340K+ 182.87% |
$7.23M - $8.09M
|
527K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
310K+ 5.12% |
$6.58M - $7.36M
|
6.36M
$129M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$4.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 9.34% |
$3.8M - $4.25M
|
2.1M
$42.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
136K+ 307.09% |
$2.89M - $3.23M
|
181K
$3.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
128K+ 304.44% |
$2.72M - $3.04M
|
170K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
119K+ 11.45% |
$2.54M - $2.84M
|
1.16M
$23.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
110K+ 4.63% |
$2.33M - $2.61M
|
2.48M
$50.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
109KNew |
$2.32M - $2.59M
|
109K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
109K+ 14.45% |
$2.31M - $2.58M
|
861K
$17.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
98K+ 4.32% |
$2.08M - $2.33M
|
2.37M
$48M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.7K+ 0.79% |
$1.5M - $1.68M
|
9.01M
$183M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
51.4K+ 11.68% |
$1.09M - $1.22M
|
492K
$9.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.6K+ 7.68% |
$861K - $963K
|
569K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
36.9K+ 5.35% |
$784K - $877K
|
726K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.1K+ 175.88% |
$767K - $858K
|
56.7K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 17.05% |
$759K - $849K
|
245K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
33.7K+ 3.74% |
$715K - $800K
|
935K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30.1K+ 7.95% |
$638K - $714K
|
408K
$8.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.7K+ 2052.97% |
$630K - $705K
|
31.1K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.9K+ 103730.43% |
$507K - $567K
|
23.9K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23.5KNew |
$500K - $559K
|
23.5K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.3KNew |
$494K - $552K
|
23.3K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.7K+ 112.7% |
$439K - $492K
|
39.1K
$791K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19.2K+ 22.82% |
$408K - $456K
|
103K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
17.6K+ 8.4% |
$373K - $418K
|
227K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
17KNew |
$361K - $404K
|
17K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
16.6KNew |
$351K - $393K
|
16.6K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 8.27% |
$324K - $362K
|
199K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.1K+ 122.49% |
$256K - $287K
|
21.9K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.9K+ 22.66% |
$253K - $283K
|
64.5K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.4K+ 8.23% |
$241K - $270K
|
150K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.3K+ 73.42% |
$240K - $268K
|
26.7K
$540K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10K+ 0.86% |
$212K - $238K
|
1.17M
$23.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9.9KNew |
$210K - $235K
|
9.9K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.62K+ 2.12% |
$204K - $228K
|
464K
$9.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.75K+ 3.06% |
$186K - $208K
|
294K
$5.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.27K+ 26.12% |
$176K - $196K
|
39.9K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 3.21% |
$172K - $193K
|
261K
$5.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 6.22% |
$148K - $165K
|
119K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.77K+ 4.04% |
$144K - $161K
|
174K
$3.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.83K+ 7.24% |
$102K - $115K
|
71.5K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.75K+ 4.84% |
$101K - $113K
|
103K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.7K+ 3.7% |
$99.8K - $112K
|
132K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.92K+ 4.85% |
$83.3K - $93.1K
|
84.8K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 4.84% |
$76.3K - $85.4K
|
77.8K
$1.58M
|