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 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.16K- 2.96% |
$67K - $75K
|
103K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.17K- 14.76% |
$67.4K - $75.4K
|
18.3K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-3.18K- 2.1% |
$67.6K - $75.6K
|
148K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.28K- 0.68% |
$69.7K - $77.9K
|
477K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.35K- 1.35% |
$71.1K - $79.5K
|
244K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.4K- 0.93% |
$72.1K - $80.7K
|
361K
$9.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.45K- 3.74% |
$73.1K - $81.8K
|
88.7K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-3.46K- 7.83% |
$73.5K - $82.3K
|
40.8K
$1.04M
|
|
|
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
$980K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.61K- 0.87% |
$76.7K - $85.8K
|
411K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.62K- 1.24% |
$76.8K - $86K
|
289K
$7.34M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.63K- 12.19% |
$77.1K - $86.2K
|
26.2K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.66K- 2.85% |
$77.7K - $86.9K
|
125K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.67K- 5.45% |
$77.9K - $87.1K
|
63.6K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 4.16% |
$78.3K - $87.6K
|
84.9K
$2.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.69K- 12.48% |
$78.3K - $87.6K
|
25.9K
$657K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.73K- 3.06% |
$79.1K - $88.5K
|
118K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.78K- 7.89% |
$80.3K - $89.8K
|
44.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3.78K- 5.17% |
$80.3K - $89.8K
|
69.3K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.81K- 1.28% |
$80.9K - $90.5K
|
295K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.88K- 4.71% |
$82.5K - $92.2K
|
78.6K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.89K- 4.26% |
$82.5K - $92.3K
|
87.4K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.96K- 22.38% |
$84K - $93.9K
|
13.7K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.96K- 3.86% |
$84K - $94K
|
98.5K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.07K- 2.39% |
$86.4K - $96.7K
|
166K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 17.74% |
$86.8K - $97.1K
|
19K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.17K- 86.39% |
$88.6K - $99.1K
|
657
$16.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.36K- 9.43% |
$92.5K - $103K
|
41.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.36K- 2.03% |
$92.6K - $104K
|
211K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.4K- 7.73% |
$93.4K - $104K
|
52.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.43K- 0.71% |
$94K - $105K
|
620K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-4.44K- 12.4% |
$94.3K - $105K
|
31.4K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-4.47K- 1.32% |
$94.8K - $106K
|
333K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.49K- 4.52% |
$95.3K - $107K
|
94.9K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.55K- 3.56% |
$96.7K - $108K
|
123K
$3.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.62K- 1.25% |
$98.1K - $110K
|
365K
$9.28M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.7K- 0.75% |
$99.7K - $112K
|
623K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.71K- 6.83% |
$99.9K - $112K
|
64.3K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4.71K- 21.45% |
$100K - $112K
|
17.3K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.95K- 0.57% |
$105K - $118K
|
862K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.97K- 0.86% |
$106K - $118K
|
571K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5.17K- 0.59% |
$110K - $123K
|
867K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5.18K- 0.48% |
$110K - $123K
|
1.06M
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.54K- 2.51% |
$118K - $132K
|
215K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.62K- 5.09% |
$119K - $134K
|
105K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.65K- 29.23% |
$120K - $134K
|
13.7K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5.69K- 4.18% |
$121K - $135K
|
131K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.78K- 14.65% |
$123K - $137K
|
33.7K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.91K- 8.98% |
$126K - $140K
|
59.9K
$1.52M
|