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
|
Brighton Jones LLC
|
SELL
|
- |
-5.96K- 2.61% |
$127K - $142K
|
223K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.07K- 2.36% |
$129K - $144K
|
251K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.07K- 1.66% |
$129K - $144K
|
360K
$9.15M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 20.1% |
$129K - $145K
|
24.2K
$615K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.12K- 3.9% |
$130K - $145K
|
151K
$3.83M
|
|
|
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
$50.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.27K- 0.77% |
$133K - $149K
|
807K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.61K- 1.49% |
$140K - $157K
|
437K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-6.69K- 1.12% |
$142K - $159K
|
589K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.77K- 4.99% |
$144K - $161K
|
129K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.8K- 2.37% |
$144K - $161K
|
280K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6.81K- 7.57% |
$145K - $162K
|
83.2K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7K- 5.74% |
$149K - $166K
|
115K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.15K- 21.86% |
$152K - $170K
|
25.6K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-7.19K- 11.16% |
$153K - $171K
|
57.3K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.26K- 15.43% |
$154K - $172K
|
39.8K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.38K- 5.12% |
$157K - $175K
|
137K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-7.44K- 0.7% |
$158K - $177K
|
1.05M
$26.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.58K- 5.72% |
$161K - $180K
|
125K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.75K- 4.12% |
$165K - $184K
|
181K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7.86K- 5.3% |
$167K - $187K
|
140K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.96K- 1.5% |
$169K - $189K
|
523K
$13.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.97K- 44.05% |
$169K - $189K
|
10.1K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8.05K- 11.56% |
$171K - $191K
|
61.6K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.14K- 21.01% |
$173K - $193K
|
30.6K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.2K- 8.01% |
$174K - $195K
|
94.2K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-8.33K- 10.19% |
$177K - $198K
|
73.5K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.53K- 2.37% |
$181K - $202K
|
351K
$8.91M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-8.56K- 3.14% |
$182K - $203K
|
264K
$6.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.96K- 17.15% |
$190K - $213K
|
43.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-9.14K- 21.14% |
$194K - $217K
|
34.1K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-9.25K- 16.28% |
$196K - $220K
|
47.6K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9.32K- 37.27% |
$198K - $221K
|
15.7K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 9.86% |
$200K - $224K
|
86.1K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.47K- 14.53% |
$201K - $225K
|
55.7K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.95K- 5.77% |
$211K - $236K
|
162K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 30.84% |
$215K - $241K
|
22.7K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10.2K- 47.06% |
$216K - $242K
|
11.4K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-10.2K- 22.43% |
$217K - $243K
|
35.4K
$900K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.3K- 71.17% |
$220K - $246K
|
4.19K
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 4.21% |
$223K - $249K
|
239K
$6.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.14% |
$229K - $256K
|
107K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.9K- 7.74% |
$231K - $259K
|
130K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-11.1K- 5.65% |
$235K - $263K
|
185K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.1K- 1.73% |
$236K - $263K
|
629K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-11.9K- 12.52% |
$253K - $283K
|
83.1K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-11.9K- 3.65% |
$253K - $284K
|
315K
$8.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12K- 2.01% |
$255K - $285K
|
585K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2K- 4.58% |
$258K - $289K
|
254K
$6.45M
|