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 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.66K- 2.85% |
$77.7K - $86.9K
|
125K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.67K- 5.45% |
$77.9K - $87.1K
|
63.6K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 4.16% |
$78.3K - $87.6K
|
84.9K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.69K- 12.48% |
$78.3K - $87.6K
|
25.9K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.73K- 3.06% |
$79.1K - $88.5K
|
118K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3.78K- 5.17% |
$80.3K - $89.8K
|
69.3K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.78K- 7.89% |
$80.3K - $89.8K
|
44.2K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.81K- 1.28% |
$80.9K - $90.5K
|
295K
$6.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.88K- 4.71% |
$82.5K - $92.2K
|
78.6K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.89K- 4.26% |
$82.5K - $92.3K
|
87.4K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.96K- 22.38% |
$84K - $93.9K
|
13.7K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.96K- 3.86% |
$84K - $94K
|
98.5K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.07K- 2.39% |
$86.4K - $96.7K
|
166K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.09K- 17.74% |
$86.8K - $97.1K
|
19K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4.17K- 86.39% |
$88.6K - $99.1K
|
657
$15.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.36K- 9.43% |
$92.5K - $103K
|
41.9K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.36K- 2.03% |
$92.6K - $104K
|
211K
$4.85M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.4K- 7.73% |
$93.4K - $104K
|
52.5K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.43K- 0.71% |
$94K - $105K
|
620K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-4.44K- 12.4% |
$94.3K - $105K
|
31.4K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-4.47K- 1.32% |
$94.8K - $106K
|
333K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.49K- 4.52% |
$95.3K - $107K
|
94.9K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.55K- 3.56% |
$96.7K - $108K
|
123K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.62K- 1.25% |
$98.1K - $110K
|
365K
$8.4M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.7K- 0.75% |
$99.7K - $112K
|
623K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.71K- 6.83% |
$99.9K - $112K
|
64.3K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4.71K- 21.45% |
$100K - $112K
|
17.3K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.95K- 0.57% |
$105K - $118K
|
862K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.97K- 0.86% |
$106K - $118K
|
571K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5.17K- 0.59% |
$110K - $123K
|
867K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5.18K- 0.48% |
$110K - $123K
|
1.06M
$24.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.54K- 2.51% |
$118K - $132K
|
215K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.62K- 5.09% |
$119K - $134K
|
105K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.65K- 29.23% |
$120K - $134K
|
13.7K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5.69K- 4.18% |
$121K - $135K
|
131K
$3M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.78K- 14.65% |
$123K - $137K
|
33.7K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.91K- 8.98% |
$126K - $140K
|
59.9K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5.96K- 2.61% |
$127K - $142K
|
223K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.07K- 2.36% |
$129K - $144K
|
251K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.07K- 1.66% |
$129K - $144K
|
360K
$8.28M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 20.1% |
$129K - $145K
|
24.2K
$556K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.12K- 3.9% |
$130K - $145K
|
151K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.13KClosed |
$130K - $146K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.2K- 0.31% |
$132K - $147K
|
2M
$46M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.27K- 0.77% |
$133K - $149K
|
807K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.61K- 1.49% |
$140K - $157K
|
437K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-6.69K- 1.12% |
$142K - $159K
|
589K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.77K- 4.99% |
$144K - $161K
|
129K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.8K- 2.37% |
$144K - $161K
|
280K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6.81K- 7.57% |
$145K - $162K
|
83.2K
$1.91M
|