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 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.28% |
$2.04K - $2.28K
|
34.1K
$866K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
93+ 0.31% |
$1.97K - $2.21K
|
30.6K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
88+ 0.35% |
$1.87K - $2.09K
|
25.2K
$641K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
87+ 0.18% |
$1.85K - $2.07K
|
49.7K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
84+ 0.48% |
$1.78K - $2K
|
17.5K
$445K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
82+ 0.45% |
$1.74K - $1.95K
|
18.4K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
80+ 0.31% |
$1.7K - $1.9K
|
25.9K
$659K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
79+ 0.3% |
$1.68K - $1.88K
|
26.1K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
76+ 0.26% |
$1.61K - $1.81K
|
29.1K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62+ 0.36% |
$1.32K - $1.47K
|
17.2K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 0.22% |
$1.27K - $1.43K
|
27.6K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
60+ 0.3% |
$1.27K - $1.43K
|
19.8K
$504K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.3% |
$1.15K - $1.28K
|
17.9K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54+ 100.0% |
$1.15K - $1.28K
|
108
$2.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 0.55% |
$1.13K - $1.26K
|
9.69K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
52+ 0.29% |
$1.1K - $1.24K
|
18K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 0.31% |
$1.1K - $1.24K
|
17.1K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
50+ 0.13% |
$1.06K - $1.19K
|
39.8K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
48+ 0.45% |
$1.02K - $1.14K
|
10.8K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
48+ 0.16% |
$1.02K - $1.14K
|
30.4K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
47+ 0.31% |
$998 - $1.12K
|
15.2K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
46+ 0.26% |
$977 - $1.09K
|
17.9K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
45+ 0.13% |
$955 - $1.07K
|
35.7K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
43+ 0.13% |
$913 - $1.02K
|
32.5K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.31% |
$913 - $1.02K
|
14.1K
$357K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 0.3% |
$892 - $998
|
14K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
41+ 0.1% |
$870 - $974
|
41.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
39+ 0.3% |
$828 - $926
|
13K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.02% |
$828 - $926
|
233K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
37New |
$786 - $879
|
37
$940
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
36+ 0.31% |
$764 - $855
|
11.7K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 2.37% |
$764 - $855
|
1.56K
$39.6K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
36+ 0.3% |
$764 - $855
|
11.9K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
34+ 2.58% |
$722 - $808
|
1.35K
$34.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 0.13% |
$722 - $808
|
26.8K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
33+ 0.11% |
$701 - $784
|
31.4K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32+ 38.1% |
$679 - $760
|
116
$2.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.61K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
30+ 0.31% |
$637 - $713
|
9.64K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
29+ 0.08% |
$616 - $689
|
34.8K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
29+ 0.3% |
$616 - $689
|
9.64K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.31% |
$616 - $689
|
9.35K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
24+ 1.74% |
$510 - $570
|
1.4K
$35.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$425 - $475
|
20
$508
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
19+ 0.08% |
$403 - $451
|
25.2K
$640K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18+ 0.13% |
$382 - $428
|
14.4K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
17+ 0.08% |
$361 - $404
|
20.2K
$513K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
17+ 0.31% |
$361 - $404
|
5.5K
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.07% |
$361 - $404
|
23.5K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$361 - $404
|
16.2K
$413K
|