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 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7K- 5.74% |
$149K - $166K
|
115K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.15K- 21.86% |
$152K - $170K
|
25.6K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-7.19K- 11.16% |
$153K - $171K
|
57.3K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.26K- 15.43% |
$154K - $172K
|
39.8K
$915K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-7.38K- 5.12% |
$157K - $175K
|
137K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-7.44K- 0.7% |
$158K - $177K
|
1.05M
$24.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.58K- 5.72% |
$161K - $180K
|
125K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.75K- 4.12% |
$165K - $184K
|
181K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7.86K- 5.3% |
$167K - $187K
|
140K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.96K- 1.5% |
$169K - $189K
|
523K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.97K- 44.05% |
$169K - $189K
|
10.1K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-8.05K- 11.56% |
$171K - $191K
|
61.6K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.14K- 21.01% |
$173K - $193K
|
30.6K
$704K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.2K- 8.01% |
$174K - $195K
|
94.2K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-8.33K- 10.19% |
$177K - $198K
|
73.5K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.53K- 2.37% |
$181K - $202K
|
351K
$8.06M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-8.56K- 3.14% |
$182K - $203K
|
264K
$6.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.96K- 17.15% |
$190K - $213K
|
43.3K
$996K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-9.14K- 21.14% |
$194K - $217K
|
34.1K
$784K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-9.25K- 16.28% |
$196K - $220K
|
47.6K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9.32K- 37.27% |
$198K - $221K
|
15.7K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 9.86% |
$200K - $224K
|
86.1K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.47K- 14.53% |
$201K - $225K
|
55.7K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9.95K- 5.77% |
$211K - $236K
|
162K
$3.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10.1K- 30.84% |
$215K - $241K
|
22.7K
$523K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10.2K- 47.06% |
$216K - $242K
|
11.4K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-10.2K- 22.43% |
$217K - $243K
|
35.4K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.3K- 71.17% |
$220K - $246K
|
4.19K
$96.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.5K- 4.21% |
$223K - $249K
|
239K
$5.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-10.8K- 9.14% |
$229K - $256K
|
107K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.9K- 7.74% |
$231K - $259K
|
130K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-11.1K- 5.65% |
$235K - $263K
|
185K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.1K- 1.73% |
$236K - $263K
|
629K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-11.9K- 12.52% |
$253K - $283K
|
83.1K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-11.9K- 3.65% |
$253K - $284K
|
315K
$7.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12K- 2.01% |
$255K - $285K
|
585K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2K- 4.58% |
$258K - $289K
|
254K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12.8K- 4.4% |
$271K - $303K
|
277K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13K- 7.87% |
$276K - $309K
|
152K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.1K- 44.89% |
$278K - $311K
|
16.1K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-13.2K- 1.74% |
$280K - $314K
|
746K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$2.94M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.4K- 5.08% |
$285K - $319K
|
251K
$5.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 1.32% |
$287K - $321K
|
1.01M
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-13.9K- 7.4% |
$296K - $331K
|
174K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-14K- 11.64% |
$297K - $333K
|
106K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.2K- 1.78% |
$302K - $338K
|
786K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-14.5K- 0.51% |
$309K - $345K
|
2.85M
$65.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 21.94% |
$309K - $346K
|
51.8K
$1.19M
|