Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 15, 2025 Q1 2025
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
10
+ 0.01%
$212 - $238
100K $2.31M
May 14, 2025 Q1 2025
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
9
+ 0.09%
$191 - $214
9.94K $229K
Apr 22, 2025 Q1 2025
Eq Wealth Advisors, LLC

Dallas, TX
BUY
 -
9
New
$191 - $214
9 $207
May 08, 2025 Q1 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
8
+ 0.08%
$170 - $190
10.5K $241K
Apr 28, 2025 Q1 2025
Af Advisors, Inc.

BUY
 -
8
+ 0.03%
$170 - $190
27K $620K
Apr 23, 2025 Q1 2025
High Mark Wealth Management LLC

BUY
 -
8
+ 0.31%
$170 - $190
2.55K $58.7K
Apr 30, 2025 Q1 2025
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
6
+ 0.04%
$127 - $143
15.8K $363K
Apr 16, 2025 Q1 2025
Bnc Wealth Management, LLC

BUY
 -
6
+ 0.01%
$127 - $143
54K $1.24M
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
6
+ 3.31%
$127 - $143
187 $4.3K
May 14, 2025 Q1 2025
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
5
+ 0.03%
$106 - $119
18.1K $416K
May 09, 2025 Q1 2025
Manchester Capital Management LLC

Manchester, VT
BUY
 -
4
+ 0.2%
$84.9 - $95
2.03K $46.7K
Apr 21, 2025 Q1 2025
Beacon Capital Management, LLC

BUY
 -
4
+ 0.33%
$84.9 - $95
1.22K $28.1K
Apr 17, 2025 Q1 2025
Western Pacific Wealth Management, LP

BUY
 -
4
+ 0.26%
$84.9 - $95
1.57K $36.1K
May 15, 2025 Q1 2025
Frg Family Wealth Advisors LLC

BUY
 -
3
+ 0.02%
$63.7 - $71.3
14.8K $341K
May 14, 2025 Q1 2025
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
3
+ 0.26%
$63.7 - $71.3
1.18K $27.1K
Apr 30, 2025 Q1 2025
Clarity Wealth Advisors, LLC

BUY
 -
3
+ 0.01%
$63.7 - $71.3
23.2K $534K
Apr 22, 2025 Q1 2025
Guardian Financial Partners, LLC

BUY
 -
3
+ 0.03%
$63.7 - $71.3
11.2K $257K
May 07, 2025 Q1 2025
Nemes Rush Group LLC

Novi, MI
BUY
 -
2
+ 0.14%
$42.5 - $47.5
1.45K $33.4K
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
2
+ 0.03%
$42.5 - $47.5
7.16K $165K
May 08, 2025 Q1 2025
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
2
+ 0.02%
$42.5 - $47.5
12K $276K
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
2
+ 0.06%
$42.5 - $47.5
3.26K $74.9K
Apr 18, 2025 Q1 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2
+ 0.28%
$42.5 - $47.5
716 $16.5K
May 01, 2025 Q1 2025
American Financial Advisors, LLC

BUY
 -
1
+ 0.01%
$21.2 - $23.8
13.9K $320K
May 06, 2025 Q1 2025
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1
+ 0.09%
$21.2 - $23.8
1.11K $25.6K
May 09, 2025 Q1 2025
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
1
+ 0.26%
$21.2 - $23.8
385 $8.86K
Apr 18, 2025 Q1 2025
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.26%
$21.2 - $23.8
384 $8.83K
Apr 09, 2025 Q1 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
0
New
$0 - $0
0 $0
Apr 29, 2025 Q1 2025
Olistico Wealth, LLC

Tulsa, OK
SELL
 -
-1
- 0.11%
$21.2 - $23.8
886 $20.4K
Apr 29, 2025 Q1 2025
Alpha Cubed Investments, LLC

SELL
 -
-1
- 0.01%
$21.2 - $23.8
10.2K $234K
Apr 16, 2025 Q1 2025
Robbins Farley LLC

Manchester, NH
SELL
 -
-1
- 0.14%
$21.2 - $23.8
736 $16.9K
May 14, 2025 Q1 2025
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-3
- -0.0%
$63.7 - $71.3
128K $2.95M
May 12, 2025 Q1 2025
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-10
- 0.07%
$212 - $238
13.7K $314K
May 15, 2025 Q1 2025
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-12
- 0.06%
$255 - $285
19.3K $444K
Apr 14, 2025 Q1 2025
Kmg Fiduciary Partners, LLC

SELL
 -
-12
- 0.03%
$255 - $285
44.6K $1.03M
Apr 24, 2025 Q1 2025
Clay Northam Wealth Management, LLC

SELL
 -
-25
- 0.11%
$531 - $594
23.4K $539K
May 15, 2025 Q1 2025
Ruggaard & Associates LLC

Twinsburg, OH
SELL
 -
-36
- 0.27%
$764 - $855
13.4K $308K
May 14, 2025 Q1 2025
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-39
- 0.12%
$828 - $926
31.6K $727K
May 12, 2025 Q1 2025
Sandy Spring Bank

SELL
 -
-40
- 0.31%
$849 - $950
13.1K $300K
May 14, 2025 Q1 2025
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-41
- 0.36%
$870 - $974
11.3K $261K
Apr 11, 2025 Q1 2025
Princeton Global Asset Management LLC

SELL
 -
-41
- 0.92%
$870 - $974
4.41K $101K
May 12, 2025 Q1 2025
Tlwm

San Antonio, TX
SELL
 -
-44
- 0.16%
$934 - $1.05K
27.6K $635K
May 02, 2025 Q1 2025
Patton Albertson Miller Group, LLC

SELL
 -
-48
- 0.17%
$1.02K - $1.14K
28.2K $648K
Apr 24, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-54
- 50.0%
$1.15K - $1.28K
54 $1.24K
May 02, 2025 Q1 2025
Creekmur Asset Management LLC

Morton, IL
SELL
 -
-60
- 1.55%
$1.27K - $1.43K
3.81K $87.6K
May 16, 2025 Q1 2025
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-67
- 0.3%
$1.42K - $1.59K
22.4K $516K
May 08, 2025 Q1 2025
Gs Investments, Inc.

SELL
 -
-71
- 0.27%
$1.51K - $1.69K
26K $598K
May 15, 2025 Q1 2025
Michels Family Financial, LLC

Fort Worth, TX
SELL
 -
-72
- 0.62%
$1.53K - $1.71K
11.6K $266K
May 14, 2025 Q1 2025
Venture Visionary Partners LLC

SELL
 -
-77
- 0.04%
$1.63K - $1.83K
197K $4.53M
Apr 21, 2025 Q1 2025
Decision Map Wealth Management, LLC

Great Falls, VA
SELL
 -
-85
- 0.25%
$1.8K - $2.02K
34.1K $785K

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