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 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
60+ 0.3% |
$1.27K - $1.43K
|
19.8K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.3% |
$1.15K - $1.28K
|
17.9K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54+ 100.0% |
$1.15K - $1.28K
|
108
$2.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 0.55% |
$1.13K - $1.26K
|
9.69K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
52+ 0.29% |
$1.1K - $1.24K
|
18K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 0.31% |
$1.1K - $1.24K
|
17.1K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
50+ 0.13% |
$1.06K - $1.19K
|
39.8K
$915K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
48+ 0.45% |
$1.02K - $1.14K
|
10.8K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48+ 0.16% |
$1.02K - $1.14K
|
30.4K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
47+ 0.31% |
$998 - $1.12K
|
15.2K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
46+ 0.26% |
$977 - $1.09K
|
17.9K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
45+ 0.13% |
$955 - $1.07K
|
35.7K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.31% |
$913 - $1.02K
|
14.1K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
43+ 0.13% |
$913 - $1.02K
|
32.5K
$748K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 0.3% |
$892 - $998
|
14K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
41+ 0.1% |
$870 - $974
|
41.5K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.02% |
$828 - $926
|
233K
$5.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
39+ 0.3% |
$828 - $926
|
13K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$786 - $879
|
37
$851
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 2.37% |
$764 - $855
|
1.56K
$35.8K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
36+ 0.3% |
$764 - $855
|
11.9K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
36+ 0.31% |
$764 - $855
|
11.7K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 0.13% |
$722 - $808
|
26.8K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
34+ 2.58% |
$722 - $808
|
1.35K
$31.1K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
33+ 0.11% |
$701 - $784
|
31.4K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32+ 38.1% |
$679 - $760
|
116
$2.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.61K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.64K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.31% |
$616 - $689
|
9.35K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
29+ 0.08% |
$616 - $689
|
34.8K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
29+ 0.3% |
$616 - $689
|
9.64K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
24+ 1.74% |
$510 - $570
|
1.4K
$32.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$425 - $475
|
20
$460
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
19+ 0.08% |
$403 - $451
|
25.2K
$580K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18+ 0.13% |
$382 - $428
|
14.4K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
17+ 0.08% |
$361 - $404
|
20.2K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$361 - $404
|
16.2K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.07% |
$361 - $404
|
23.5K
$540K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
17+ 0.31% |
$361 - $404
|
5.5K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$340 - $380
|
24.8K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.16% |
$318 - $356
|
9.64K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
15+ 0.11% |
$318 - $356
|
14K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$318 - $356
|
15
$345
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.03% |
$276 - $309
|
47.4K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.03% |
$276 - $309
|
44.7K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
12+ 0.03% |
$255 - $285
|
36.9K
$849K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12+ 0.07% |
$255 - $285
|
17.4K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.29% |
$234 - $261
|
3.79K
$87.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 0.37% |
$234 - $261
|
2.98K
$68.5K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10+ 0.06% |
$212 - $238
|
18K
$414K
|