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 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-297- 0.16% |
$6.31K - $7.05K
|
188K
$4.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-300- 1.93% |
$6.37K - $7.13K
|
15.3K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-307- 1.21% |
$6.52K - $7.29K
|
25.1K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-322- 2.83% |
$6.84K - $7.65K
|
11.1K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-335- 0.23% |
$7.11K - $7.96K
|
148K
$3.76M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-348- 3.39% |
$7.39K - $8.27K
|
9.93K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-349- 12.74% |
$7.41K - $8.29K
|
2.39K
$60.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-365- 1.51% |
$7.75K - $8.67K
|
23.8K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-368- 0.42% |
$7.81K - $8.74K
|
86.5K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-382- 0.79% |
$8.11K - $9.07K
|
47.8K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-382- 0.54% |
$8.11K - $9.07K
|
70.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-388- 4.43% |
$8.24K - $9.22K
|
8.37K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-393- 1.32% |
$8.34K - $9.33K
|
29.4K
$748K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-396- 0.4% |
$8.41K - $9.41K
|
99.6K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-402- 1.16% |
$8.53K - $9.55K
|
34.2K
$869K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-435- 1.97% |
$9.24K - $10.3K
|
21.6K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-460- 2.7% |
$9.77K - $10.9K
|
16.6K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-464- 0.93% |
$9.85K - $11K
|
49.6K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-490- 2.24% |
$10.4K - $11.6K
|
21.3K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 2.46% |
$10.4K - $11.7K
|
19.5K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-513- 2.97% |
$10.9K - $12.2K
|
16.7K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-515- 0.79% |
$10.9K - $12.2K
|
65K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-521- 24.32% |
$11.1K - $12.4K
|
1.62K
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-521- 0.42% |
$11.1K - $12.4K
|
125K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-534- 2.35% |
$11.3K - $12.7K
|
22.2K
$564K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-565- 53.05% |
$12K - $13.4K
|
500
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-566- 99.82% |
$12K - $13.4K
|
1
$25.4
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-582- 0.32% |
$12.4K - $13.8K
|
184K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-600- 0.84% |
$12.7K - $14.3K
|
71.1K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-600- 2.42% |
$12.7K - $14.3K
|
24.2K
$614K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-600- 1.15% |
$12.7K - $14.3K
|
51.5K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-607- 0.12% |
$12.9K - $14.4K
|
516K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-610- 1.03% |
$13K - $14.5K
|
58.7K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-615- 1.48% |
$13.1K - $14.6K
|
40.8K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-619- 0.94% |
$13.1K - $14.7K
|
65.2K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-625- 0.47% |
$13.3K - $14.8K
|
133K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-626- 0.74% |
$13.3K - $14.9K
|
84.1K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-635- 4.32% |
$13.5K - $15.1K
|
14.1K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-645- 4.25% |
$13.7K - $15.3K
|
14.5K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-653- 3.63% |
$13.9K - $15.5K
|
17.4K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-659- 1.58% |
$14K - $15.7K
|
41K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-660- 1.38% |
$14K - $15.7K
|
47.2K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-665- 35.66% |
$14.1K - $15.8K
|
1.2K
$30.5K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-671- 1.62% |
$14.2K - $15.9K
|
40.7K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-689- 0.27% |
$14.6K - $16.4K
|
256K
$6.5M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-690- 1.65% |
$14.6K - $16.4K
|
41.2K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-692- 6.18% |
$14.7K - $16.4K
|
10.5K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-726- 3.8% |
$15.4K - $17.2K
|
18.4K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-729- 1.39% |
$15.5K - $17.3K
|
51.6K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-730- 3.28% |
$15.5K - $17.3K
|
21.5K
$547K
|