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 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-86- 0.03% |
$1.83K - $2.04K
|
250K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-91- 0.47% |
$1.93K - $2.16K
|
19.4K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-98- 16.39% |
$2.08K - $2.33K
|
500
$11.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 0.02% |
$2.12K - $2.38K
|
459K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.46% |
$2.12K - $2.38K
|
21.7K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-108- 0.18% |
$2.29K - $2.57K
|
61.2K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 78.72% |
$2.36K - $2.64K
|
30
$690
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-114- 1.2% |
$2.42K - $2.71K
|
9.35K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-121- 0.56% |
$2.57K - $2.87K
|
21.4K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-123- 0.16% |
$2.61K - $2.92K
|
77.4K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 0.65% |
$2.65K - $2.97K
|
19K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-127- 0.59% |
$2.7K - $3.02K
|
21.5K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-141- 1.52% |
$2.99K - $3.35K
|
9.11K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-141- 0.13% |
$2.99K - $3.35K
|
111K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-142- 0.08% |
$3.01K - $3.37K
|
173K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-148- 1.71% |
$3.14K - $3.52K
|
8.51K
$196K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-162- 0.37% |
$3.44K - $3.85K
|
43.1K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-163- 1.06% |
$3.46K - $3.87K
|
15.1K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-164- 0.08% |
$3.48K - $3.9K
|
197K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-171- 0.79% |
$3.63K - $4.06K
|
21.5K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-172- 0.44% |
$3.65K - $4.09K
|
39.2K
$900K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-175- 1.41% |
$3.72K - $4.16K
|
12.2K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-178- 0.42% |
$3.78K - $4.23K
|
42.2K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-178- 0.27% |
$3.78K - $4.23K
|
66.6K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-192- 0.19% |
$4.08K - $4.56K
|
103K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-211- 57.34% |
$4.48K - $5.01K
|
157
$3.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-212- 1.34% |
$4.5K - $5.04K
|
15.6K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-230- 2.2% |
$4.88K - $5.46K
|
10.2K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-230- 1.1% |
$4.88K - $5.46K
|
20.7K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-248- 0.32% |
$5.27K - $5.89K
|
77.1K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-263- 0.06% |
$5.58K - $6.25K
|
417K
$9.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-270- 0.26% |
$5.73K - $6.41K
|
105K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-271- 0.49% |
$5.75K - $6.44K
|
55.3K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-277- 0.03% |
$5.88K - $6.58K
|
1.08M
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-278- 0.54% |
$5.9K - $6.6K
|
51.4K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-282- 12.12% |
$5.99K - $6.7K
|
2.05K
$47K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-289- 1.4% |
$6.14K - $6.86K
|
20.4K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-297- 0.16% |
$6.31K - $7.05K
|
188K
$4.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-300- 1.93% |
$6.37K - $7.13K
|
15.3K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-307- 1.21% |
$6.52K - $7.29K
|
25.1K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-322- 2.83% |
$6.84K - $7.65K
|
11.1K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-335- 0.23% |
$7.11K - $7.96K
|
148K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-348- 3.39% |
$7.39K - $8.27K
|
9.93K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-349- 12.74% |
$7.41K - $8.29K
|
2.39K
$55K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-365- 1.51% |
$7.75K - $8.67K
|
23.8K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-368- 0.42% |
$7.81K - $8.74K
|
86.5K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-382- 0.79% |
$8.11K - $9.07K
|
47.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-382- 0.54% |
$8.11K - $9.07K
|
70.4K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-388- 4.43% |
$8.24K - $9.22K
|
8.37K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-393- 1.32% |
$8.34K - $9.33K
|
29.4K
$677K
|