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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.7MNew |
$57.4M - $64.2M
|
2.7M
$62.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9M+ 1806.99% |
$40.4M - $45.2M
|
2.01M
$46.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.83M+ 107.59% |
$38.8M - $43.4M
|
3.53M
$81.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.7M+ 16.63% |
$36M - $40.3M
|
11.9M
$274M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.55M+ 131.24% |
$33M - $36.9M
|
2.74M
$63M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.09MNew |
$23.1M - $25.9M
|
1.09M
$25.1M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
985K+ 1445.92% |
$20.9M - $23.4M
|
1.05M
$24.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
603K+ 29.12% |
$12.8M - $14.3M
|
2.67M
$61.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
565K+ 63.69% |
$12M - $13.4M
|
1.45M
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
519K+ 50.36% |
$11M - $12.3M
|
1.55M
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
497K+ 97.97% |
$10.5M - $11.8M
|
1M
$23.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
482K+ 4357.81% |
$10.2M - $11.4M
|
493K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
479K+ 4.17% |
$10.2M - $11.4M
|
11.9M
$275M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
397KNew |
$8.42M - $9.42M
|
397K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
392K+ 11.79% |
$8.32M - $9.3M
|
3.71M
$85.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
382K+ 6.48% |
$8.12M - $9.08M
|
6.28M
$145M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
340K+ 182.87% |
$7.23M - $8.09M
|
527K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
334K+ 59.1% |
$7.09M - $7.93M
|
899K
$20.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
324K+ 102.88% |
$6.88M - $7.7M
|
639K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
310K+ 5.12% |
$6.58M - $7.36M
|
6.36M
$146M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
290K+ 7.26% |
$6.16M - $6.89M
|
4.29M
$98.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
276K+ 6.67% |
$5.87M - $6.56M
|
4.42M
$102M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 62.19% |
$5.59M - $6.26M
|
687K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
253KNew |
$5.37M - $6.01M
|
253K
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
243K+ 6.07% |
$5.17M - $5.78M
|
4.25M
$97.8M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
243K+ 8.93% |
$5.15M - $5.77M
|
2.96M
$68.1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
234K+ 13.83% |
$4.96M - $5.55M
|
1.92M
$44.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
228KNew |
$4.83M - $5.41M
|
228K
$5.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
227KNew |
$4.83M - $5.4M
|
227K
$5.23M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
222K+ 28.5% |
$4.72M - $5.28M
|
1M
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
208KNew |
$4.42M - $4.94M
|
208K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
198K+ 112.45% |
$4.21M - $4.7M
|
374K
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
197K+ 31.12% |
$4.18M - $4.68M
|
829K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
192K+ 783.51% |
$4.08M - $4.57M
|
217K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189KNew |
$4.01M - $4.49M
|
189K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179K+ 9.34% |
$3.8M - $4.25M
|
2.1M
$48.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
171K+ 9.6% |
$3.62M - $4.05M
|
1.95M
$44.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
164K+ 449.37% |
$3.48M - $3.89M
|
200K
$4.61M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
142K+ 3.54% |
$3.02M - $3.38M
|
4.16M
$95.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
141K+ 147.36% |
$3M - $3.36M
|
237K
$5.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
138K+ 67.14% |
$2.92M - $3.27M
|
343K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
137K+ 92.06% |
$2.91M - $3.26M
|
286K
$6.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
136K+ 307.09% |
$2.89M - $3.23M
|
181K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
134K+ 76.9% |
$2.85M - $3.19M
|
309K
$7.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
128K+ 304.44% |
$2.72M - $3.04M
|
170K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
122KNew |
$2.59M - $2.9M
|
122K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
120KNew |
$2.54M - $2.85M
|
120K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
119K+ 11.45% |
$2.54M - $2.84M
|
1.16M
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119KNew |
$2.52M - $2.82M
|
119K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 38.36% |
$2.42M - $2.71M
|
412K
$9.47M
|