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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1K- 6.8% |
$21.2K - $23.8K
|
13.7K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.02K- 5.14% |
$21.6K - $24.2K
|
18.8K
$433K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 0.7% |
$21.8K - $24.4K
|
147K
$3.38M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.07K- 1.59% |
$22.7K - $25.4K
|
66.3K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.07K- 0.46% |
$22.8K - $25.5K
|
230K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 7.0% |
$24K - $26.8K
|
15K
$345K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.18K- 18.13% |
$25K - $27.9K
|
5.31K
$122K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-1.19K- 0.54% |
$25.3K - $28.3K
|
218K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.21K- 0.26% |
$25.6K - $28.6K
|
457K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.23K- 3.09% |
$26K - $29.1K
|
38.4K
$884K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 12.32% |
$26.2K - $29.3K
|
8.77K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.25K- 9.45% |
$26.5K - $29.6K
|
12K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.27% |
$26.5K - $29.7K
|
9.83K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.27K- 2.35% |
$26.9K - $30.1K
|
52.6K
$1.21M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.33K- 9.76% |
$28.1K - $31.5K
|
12.2K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.33K- 2.2% |
$28.2K - $31.6K
|
59.1K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.35K- 2.93% |
$28.7K - $32.1K
|
44.8K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.37K- 2.02% |
$29.1K - $32.6K
|
66.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 1.37% |
$32.3K - $36.2K
|
110K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 13.0% |
$32.5K - $36.4K
|
10.3K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.56K- 5.38% |
$33.1K - $37K
|
27.4K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 6.53% |
$33.3K - $37.3K
|
22.5K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.65K- 0.09% |
$35.1K - $39.3K
|
1.87M
$43M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.66K- 2.98% |
$35.2K - $39.4K
|
54K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.67K- 1.38% |
$35.5K - $39.7K
|
120K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.52% |
$35.8K - $40K
|
65.1K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 9.81% |
$36.2K - $40.5K
|
15.7K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.71K- 4.64% |
$36.3K - $40.6K
|
35.1K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.72K- 7.08% |
$36.5K - $40.9K
|
22.6K
$519K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.72K- 2.17% |
$36.6K - $40.9K
|
77.7K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.76K- 0.97% |
$37.3K - $41.8K
|
180K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 0.79% |
$38.1K - $42.6K
|
226K
$5.21M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.8K- 0.91% |
$38.2K - $42.7K
|
195K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.85K- 4.65% |
$39.2K - $43.9K
|
37.9K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.89K- 5.85% |
$40.2K - $45K
|
30.5K
$701K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.9K- 4.11% |
$40.3K - $45K
|
44.2K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.92K- 4.39% |
$40.7K - $45.5K
|
41.7K
$960K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.92K- 5.62% |
$40.7K - $45.6K
|
32.2K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.95K- 10.72% |
$41.3K - $46.2K
|
16.2K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.98K- 1.23% |
$42.1K - $47K
|
159K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.99K- 35.25% |
$42.2K - $47.3K
|
3.66K
$84.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 1.35% |
$42.4K - $47.4K
|
146K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2K- 2.27% |
$42.5K - $47.5K
|
85.9K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.01K- 0.77% |
$42.7K - $47.8K
|
261K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.04K- 4.94% |
$43.3K - $48.5K
|
39.2K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 11.41% |
$43.8K - $49K
|
16K
$368K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.1K- 5.3% |
$44.7K - $50K
|
37.6K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.11K- 10.54% |
$44.7K - $50K
|
17.9K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.12K- 3.32% |
$44.9K - $50.2K
|
61.6K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.17K- 5.39% |
$46K - $51.5K
|
38K
$874K
|