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 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12.8K- 4.4% |
$271K - $303K
|
277K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13K- 7.87% |
$276K - $309K
|
152K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.1K- 44.89% |
$278K - $311K
|
16.1K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-13.2K- 1.74% |
$280K - $314K
|
746K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$3.25M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 9.51% |
$285K - $319K
|
128K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.4K- 5.08% |
$285K - $319K
|
251K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 1.32% |
$287K - $321K
|
1.01M
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-13.9K- 7.4% |
$296K - $331K
|
174K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-14K- 11.64% |
$297K - $333K
|
106K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.2K- 1.78% |
$302K - $338K
|
786K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-14.5K- 0.51% |
$309K - $345K
|
2.85M
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 21.94% |
$309K - $346K
|
51.8K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.9K- 2.68% |
$316K - $354K
|
541K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15K- 5.68% |
$318K - $356K
|
249K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.2K- 18.08% |
$322K - $361K
|
68.8K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15.5K- 1.32% |
$330K - $369K
|
1.16M
$29.6M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-15.7K- 9.24% |
$333K - $372K
|
154K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-15.9K- 3.72% |
$337K - $377K
|
412K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-16.1K- 3.77% |
$342K - $383K
|
412K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-16.5K- 1.93% |
$351K - $393K
|
843K
$21.4M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-16.6K- 15.54% |
$351K - $393K
|
90K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 1.86% |
$359K - $402K
|
891K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-17K- 18.5% |
$361K - $404K
|
75K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-17.4K- 10.7% |
$370K - $414K
|
145K
$3.69M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18K- 1.14% |
$382K - $427K
|
1.56M
$39.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18K- 23.42% |
$383K - $428K
|
59K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-18.2K- 7.98% |
$387K - $433K
|
210K
$5.34M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.5K- 57.46% |
$392K - $439K
|
13.7K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-18.5K- 2.8% |
$393K - $439K
|
641K
$16.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-19K- 15.74% |
$403K - $451K
|
102K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19K- 2.58% |
$404K - $451K
|
719K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.7K- 16.03% |
$418K - $467K
|
103K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 13.87% |
$433K - $485K
|
127K
$3.22M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.5K- 60.77% |
$434K - $486K
|
13.2K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-20.6K- 9.67% |
$437K - $489K
|
192K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21.2K- 16.73% |
$449K - $503K
|
105K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-21.5K- 27.66% |
$456K - $510K
|
56.1K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-22.3K- 1.84% |
$474K - $530K
|
1.19M
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22.5K- 47.89% |
$477K - $533K
|
24.4K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-22.6K- 32.18% |
$480K - $537K
|
47.6K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-22.6K- 2.58% |
$481K - $538K
|
855K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-24.3K- 8.59% |
$516K - $578K
|
259K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24.8K- 7.18% |
$527K - $590K
|
321K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-25.7K- 3.95% |
$546K - $610K
|
625K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-25.7K- 6.65% |
$547K - $611K
|
361K
$9.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.8K- 25.52% |
$547K - $612K
|
75.3K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-26K- 3.66% |
$551K - $617K
|
684K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-26.1K- 15.64% |
$553K - $619K
|
141K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26.3K- 2.44% |
$559K - $626K
|
1.05M
$26.8M
|