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 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.17K- 1.09% |
$46.1K - $51.6K
|
197K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 1.43% |
$47.7K - $53.4K
|
156K
$3.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-2.26K- 15.13% |
$48K - $53.7K
|
12.7K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.29K- 3.72% |
$48.5K - $54.3K
|
59.1K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.3K- 2.49% |
$48.8K - $54.6K
|
90.1K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.31K- 2.3% |
$49.1K - $54.9K
|
98K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.35K- 1.38% |
$49.8K - $55.7K
|
168K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39K- 2.23% |
$50.7K - $56.7K
|
105K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.4K- 0.7% |
$50.9K - $56.9K
|
340K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.47K- 17.08% |
$52.5K - $58.7K
|
12K
$276K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.49K- 1.24% |
$52.8K - $59K
|
197K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 1.24% |
$53.1K - $59.4K
|
200K
$4.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.58K- 1.54% |
$54.8K - $61.3K
|
165K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.71% |
$54.9K - $61.4K
|
42.7K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.6K- 5.67% |
$55.2K - $61.8K
|
43.3K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.61K- 2.46% |
$55.3K - $61.9K
|
103K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.62K- 7.59% |
$55.6K - $62.2K
|
31.9K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.64K- 8.77% |
$56K - $62.7K
|
27.5K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 2.87% |
$56.2K - $62.9K
|
89.8K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.66K- 0.81% |
$56.4K - $63.1K
|
325K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.66K- 2.45% |
$56.6K - $63.3K
|
106K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.7K- 2.57% |
$57.2K - $64K
|
102K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.7K- 10.79% |
$57.3K - $64.1K
|
22.3K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-2.7K- 21.37% |
$57.3K - $64.1K
|
9.93K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.72K- 4.65% |
$57.7K - $64.5K
|
55.7K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.77K- 2.24% |
$58.8K - $65.8K
|
121K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 1.77% |
$59.3K - $66.3K
|
155K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 13.29% |
$60.7K - $67.9K
|
18.7K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-2.88K- 4.13% |
$61K - $68.3K
|
66.7K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.91K- 0.88% |
$61.7K - $69.1K
|
326K
$7.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.92K- 10.27% |
$61.9K - $69.3K
|
25.5K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.93K- 0.38% |
$62.3K - $69.7K
|
779K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3K- 7.53% |
$63.7K - $71.3K
|
36.9K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.05K- 8.41% |
$64.6K - $72.3K
|
33.2K
$763K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.06K- 17.15% |
$65K - $72.8K
|
14.8K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-3.1K- 9.61% |
$65.8K - $73.6K
|
29.2K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 10.65% |
$67K - $75K
|
26.5K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.16K- 2.96% |
$67K - $75K
|
103K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.17K- 14.76% |
$67.4K - $75.4K
|
18.3K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-3.18K- 2.1% |
$67.6K - $75.6K
|
148K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.28K- 0.68% |
$69.7K - $77.9K
|
477K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.35K- 1.35% |
$71.1K - $79.5K
|
244K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4K- 0.93% |
$72.1K - $80.7K
|
361K
$8.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.45K- 3.74% |
$73.1K - $81.8K
|
88.7K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-3.46K- 7.83% |
$73.5K - $82.3K
|
40.8K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.58KClosed |
$75.9K - $84.9K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.59K- 8.51% |
$76.2K - $85.2K
|
38.6K
$887K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.61K- 0.87% |
$76.7K - $85.8K
|
411K
$9.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.62K- 1.24% |
$76.8K - $86K
|
289K
$6.64M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.63K- 12.19% |
$77.1K - $86.2K
|
26.2K
$602K
|