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 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.9K- 2.68% |
$316K - $354K
|
541K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15K- 5.68% |
$318K - $356K
|
249K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.2K- 18.08% |
$322K - $361K
|
68.8K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15.5K- 1.32% |
$330K - $369K
|
1.16M
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-15.7K- 9.24% |
$333K - $372K
|
154K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-15.9K- 3.72% |
$337K - $377K
|
412K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-16.1K- 3.77% |
$342K - $383K
|
412K
$9.47M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-16.5K- 1.93% |
$351K - $393K
|
843K
$19.4M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-16.6K- 15.54% |
$351K - $393K
|
90K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 1.86% |
$359K - $402K
|
891K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-17K- 18.5% |
$361K - $404K
|
75K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.4K- 10.7% |
$370K - $414K
|
145K
$3.34M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18K- 1.14% |
$382K - $427K
|
1.56M
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18K- 23.42% |
$383K - $428K
|
59K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-18.2K- 7.98% |
$387K - $433K
|
210K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.5K- 57.46% |
$392K - $439K
|
13.7K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-18.5K- 2.8% |
$393K - $439K
|
641K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-19K- 15.74% |
$403K - $451K
|
102K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19K- 2.58% |
$404K - $451K
|
719K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.7K- 16.03% |
$418K - $467K
|
103K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 13.87% |
$433K - $485K
|
127K
$2.91M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 60.77% |
$434K - $486K
|
13.2K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-20.6K- 9.67% |
$437K - $489K
|
192K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21.2K- 16.73% |
$449K - $503K
|
105K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-21.5K- 27.66% |
$456K - $510K
|
56.1K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-22.3K- 1.84% |
$474K - $530K
|
1.19M
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22.5K- 47.89% |
$477K - $533K
|
24.4K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-22.6K- 32.18% |
$480K - $537K
|
47.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-22.6K- 2.58% |
$481K - $538K
|
855K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-24.3K- 8.59% |
$516K - $578K
|
259K
$5.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24.8K- 7.18% |
$527K - $590K
|
321K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-25.7K- 3.95% |
$546K - $610K
|
625K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-25.7K- 6.65% |
$547K - $611K
|
361K
$8.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.8K- 25.52% |
$547K - $612K
|
75.3K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-26K- 3.66% |
$551K - $617K
|
684K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-26.1K- 15.64% |
$553K - $619K
|
141K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26.3K- 2.44% |
$559K - $626K
|
1.05M
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-27.9K- 24.22% |
$592K - $663K
|
87.3K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-28.3K- 73.22% |
$601K - $672K
|
10.4K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28.4K- 1.84% |
$603K - $675K
|
1.52M
$34.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$33.3K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-33.4K- 1.49% |
$710K - $794K
|
2.21M
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.7K- 4.24% |
$715K - $800K
|
760K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-34.1K- 1.16% |
$725K - $811K
|
2.91M
$66.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-34.7K- 12.08% |
$737K - $824K
|
253K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.8K- 0.53% |
$739K - $826K
|
6.47M
$149M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-35.3K- 3.45% |
$750K - $839K
|
987K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.6K- 5.04% |
$757K - $847K
|
671K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36.9K- 1.18% |
$784K - $877K
|
3.09M
$71M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38.1K- 5.39% |
$809K - $905K
|
669K
$15.4M
|