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 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-27.9K- 24.22% |
$592K - $663K
|
87.3K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-28.3K- 73.22% |
$601K - $672K
|
10.4K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28.4K- 1.84% |
$603K - $675K
|
1.52M
$38.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29.7K- 95.36% |
$630K - $705K
|
1.45K
$36.7K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-33.4K- 1.49% |
$710K - $794K
|
2.21M
$56.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33.7K- 4.24% |
$715K - $800K
|
760K
$19.3M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-34.1K- 1.16% |
$725K - $811K
|
2.91M
$73.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-34.7K- 12.08% |
$737K - $824K
|
253K
$6.42M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.8K- 0.53% |
$739K - $826K
|
6.47M
$164M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-35.3K- 3.45% |
$750K - $839K
|
987K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.6K- 5.04% |
$757K - $847K
|
671K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36.9K- 1.18% |
$784K - $877K
|
3.09M
$78.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38.1K- 5.39% |
$809K - $905K
|
669K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-39.7K- 7.41% |
$843K - $943K
|
496K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-40.1K- 4.23% |
$852K - $953K
|
908K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41.3K- 23.85% |
$877K - $981K
|
132K
$3.35M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42.2K- 11.81% |
$896K - $1M
|
315K
$8.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-42.4K- 27.68% |
$900K - $1.01M
|
111K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-42.9K- 47.16% |
$910K - $1.02M
|
48K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-43K- 3.35% |
$913K - $1.02M
|
1.24M
$31.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-43.8K- 2.97% |
$930K - $1.04M
|
1.43M
$36.4M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-44K- 74.17% |
$934K - $1.05M
|
15.3K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-44.4K- 4.01% |
$942K - $1.05M
|
1.06M
$27M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-44.6K- 20.21% |
$947K - $1.06M
|
176K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-44.9K- 2.93% |
$954K - $1.07M
|
1.49M
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-48K- 38.1% |
$1.02M - $1.14M
|
78.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-49.1K- 13.95% |
$1.04M - $1.17M
|
303K
$7.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51.2K- 85.89% |
$1.09M - $1.22M
|
8.41K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-51.9K- 0.87% |
$1.1M - $1.23M
|
5.91M
$150M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-52.1K- 31.38% |
$1.11M - $1.24M
|
114K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-54.1K- 16.54% |
$1.15M - $1.28M
|
273K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-58K- 48.21% |
$1.23M - $1.38M
|
62.3K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-63.5K- 84.01% |
$1.35M - $1.51M
|
12.1K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.6K- 3.3% |
$1.35M - $1.51M
|
1.86M
$47.4M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.7K- 67.09% |
$1.35M - $1.51M
|
31.2K
$794K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-66.2K- 5.64% |
$1.41M - $1.57M
|
1.11M
$28.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-66.8K- 90.52% |
$1.42M - $1.59M
|
7K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-67.9K- 40.72% |
$1.44M - $1.61M
|
98.9K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-69.9K- 7.71% |
$1.48M - $1.66M
|
837K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-72.5K- 54.2% |
$1.54M - $1.72M
|
61.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-72.8K- 9.73% |
$1.54M - $1.73M
|
675K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-73.2K- 19.31% |
$1.55M - $1.74M
|
306K
$7.78M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-75.1K- 3.88% |
$1.59M - $1.78M
|
1.86M
$47.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-75.3K- 67.61% |
$1.6M - $1.79M
|
36.1K
$917K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-78.7K- 7.27% |
$1.67M - $1.87M
|
1M
$25.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-80.1K- 20.73% |
$1.7M - $1.9M
|
306K
$7.78M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-80.4K- 38.02% |
$1.71M - $1.91M
|
131K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-82.6K- 1.45% |
$1.75M - $1.96M
|
5.61M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-91K- 45.94% |
$1.93M - $2.16M
|
107K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-92.4K- 1.45% |
$1.96M - $2.19M
|
6.27M
$159M
|