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 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-776- 1.25% |
$16.5K - $18.4K
|
61.4K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-777- 22.33% |
$16.5K - $18.5K
|
2.7K
$68.7K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-789- 0.69% |
$16.8K - $18.7K
|
114K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-805- 5.6% |
$17.1K - $19.1K
|
13.6K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-852- 6.47% |
$18.1K - $20.2K
|
12.3K
$313K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-874- 0.63% |
$18.6K - $20.8K
|
139K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-876- 3.44% |
$18.6K - $20.8K
|
24.6K
$625K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-893- 3.48% |
$19K - $21.2K
|
24.8K
$630K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-962- 0.95% |
$20.4K - $22.8K
|
101K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-979- 0.31% |
$20.8K - $23.3K
|
319K
$8.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-982- 7.39% |
$20.8K - $23.3K
|
12.3K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-985- 6.18% |
$20.9K - $23.4K
|
15K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-992- 6.38% |
$21.1K - $23.6K
|
14.6K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1K- 6.8% |
$21.2K - $23.8K
|
13.7K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.02K- 5.14% |
$21.6K - $24.2K
|
18.8K
$478K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$21.8K - $24.4K
|
147K
$3.73M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.07K- 1.59% |
$22.7K - $25.4K
|
66.3K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.07K- 0.46% |
$22.8K - $25.5K
|
230K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 7.0% |
$24K - $26.8K
|
15K
$381K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.18K- 18.13% |
$25K - $27.9K
|
5.31K
$135K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-1.19K- 0.54% |
$25.3K - $28.3K
|
218K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.21K- 0.26% |
$25.6K - $28.6K
|
457K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.23K- 3.09% |
$26K - $29.1K
|
38.4K
$976K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 12.32% |
$26.2K - $29.3K
|
8.77K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.25K- 9.45% |
$26.5K - $29.6K
|
12K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.27% |
$26.5K - $29.7K
|
9.83K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.27K- 2.35% |
$26.9K - $30.1K
|
52.6K
$1.34M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.33K- 9.76% |
$28.1K - $31.5K
|
12.2K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.33K- 2.2% |
$28.2K - $31.6K
|
59.1K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.35K- 2.93% |
$28.7K - $32.1K
|
44.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.37K- 2.02% |
$29.1K - $32.6K
|
66.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 1.37% |
$32.3K - $36.2K
|
110K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 13.0% |
$32.5K - $36.4K
|
10.3K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.56K- 5.38% |
$33.1K - $37K
|
27.4K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 6.53% |
$33.3K - $37.3K
|
22.5K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.65K- 0.09% |
$35.1K - $39.3K
|
1.87M
$47.5M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.66K- 2.98% |
$35.2K - $39.4K
|
54K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.67K- 1.38% |
$35.5K - $39.7K
|
120K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.52% |
$35.8K - $40K
|
65.1K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 9.81% |
$36.2K - $40.5K
|
15.7K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.71K- 4.64% |
$36.3K - $40.6K
|
35.1K
$892K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.72K- 7.08% |
$36.5K - $40.9K
|
22.6K
$573K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.72K- 2.17% |
$36.6K - $40.9K
|
77.7K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.76K- 0.97% |
$37.3K - $41.8K
|
180K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 0.79% |
$38.1K - $42.6K
|
226K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.8K- 0.91% |
$38.2K - $42.7K
|
195K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.85K- 4.65% |
$39.2K - $43.9K
|
37.9K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.89K- 5.85% |
$40.2K - $45K
|
30.5K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.9K- 4.11% |
$40.3K - $45K
|
44.2K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.92K- 4.39% |
$40.7K - $45.5K
|
41.7K
$1.06M
|