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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-396- 0.4% |
$8.41K - $9.41K
|
99.6K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-402- 1.16% |
$8.53K - $9.55K
|
34.2K
$786K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-435- 1.97% |
$9.24K - $10.3K
|
21.6K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-460- 2.7% |
$9.77K - $10.9K
|
16.6K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-464- 0.93% |
$9.85K - $11K
|
49.6K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-490- 2.24% |
$10.4K - $11.6K
|
21.3K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 2.46% |
$10.4K - $11.7K
|
19.5K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-513- 2.97% |
$10.9K - $12.2K
|
16.7K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-515- 0.79% |
$10.9K - $12.2K
|
65K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-521- 24.32% |
$11.1K - $12.4K
|
1.62K
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-521- 0.42% |
$11.1K - $12.4K
|
125K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-534- 2.35% |
$11.3K - $12.7K
|
22.2K
$510K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-565- 53.05% |
$12K - $13.4K
|
500
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-566- 99.82% |
$12K - $13.4K
|
1
$23
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-582- 0.32% |
$12.4K - $13.8K
|
184K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-600- 0.84% |
$12.7K - $14.3K
|
71.1K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-600- 1.15% |
$12.7K - $14.3K
|
51.5K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-600- 2.42% |
$12.7K - $14.3K
|
24.2K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-607- 0.12% |
$12.9K - $14.4K
|
516K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-610- 1.03% |
$13K - $14.5K
|
58.7K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-615- 1.48% |
$13.1K - $14.6K
|
40.8K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-619- 0.94% |
$13.1K - $14.7K
|
65.2K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-625- 0.47% |
$13.3K - $14.8K
|
133K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-626- 0.74% |
$13.3K - $14.9K
|
84.1K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-635- 4.32% |
$13.5K - $15.1K
|
14.1K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-645- 4.25% |
$13.7K - $15.3K
|
14.5K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-653- 3.63% |
$13.9K - $15.5K
|
17.4K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-659- 1.58% |
$14K - $15.7K
|
41K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-660- 1.38% |
$14K - $15.7K
|
47.2K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-665- 35.66% |
$14.1K - $15.8K
|
1.2K
$27.6K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-671- 1.62% |
$14.2K - $15.9K
|
40.7K
$937K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-689- 0.27% |
$14.6K - $16.4K
|
256K
$5.89M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-690- 1.65% |
$14.6K - $16.4K
|
41.2K
$949K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-692- 6.18% |
$14.7K - $16.4K
|
10.5K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-726- 3.8% |
$15.4K - $17.2K
|
18.4K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-729- 1.39% |
$15.5K - $17.3K
|
51.6K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-730- 3.28% |
$15.5K - $17.3K
|
21.5K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-776- 1.25% |
$16.5K - $18.4K
|
61.4K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-777- 22.33% |
$16.5K - $18.5K
|
2.7K
$62.2K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-789- 0.69% |
$16.8K - $18.7K
|
114K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-805- 5.6% |
$17.1K - $19.1K
|
13.6K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-852- 6.47% |
$18.1K - $20.2K
|
12.3K
$283K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-874- 0.63% |
$18.6K - $20.8K
|
139K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-876- 3.44% |
$18.6K - $20.8K
|
24.6K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-893- 3.48% |
$19K - $21.2K
|
24.8K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-962- 0.95% |
$20.4K - $22.8K
|
101K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-979- 0.31% |
$20.8K - $23.3K
|
319K
$7.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-982- 7.39% |
$20.8K - $23.3K
|
12.3K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-985- 6.18% |
$20.9K - $23.4K
|
15K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-992- 6.38% |
$21.1K - $23.6K
|
14.6K
$335K
|