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 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 22.16% |
$66.2K - $74.1K
|
17.2K
$348K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.8K+ 6.52% |
$59.4K - $66.5K
|
45.7K
$926K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.57K+ 6.33% |
$54.5K - $60.9K
|
43.1K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 3.6% |
$51.6K - $57.7K
|
69.9K
$1.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.26K+ 82.78% |
$48K - $53.7K
|
4.99K
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 7.36% |
$41.1K - $46K
|
28.2K
$572K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.79K+ 13.39% |
$37.9K - $42.4K
|
15.1K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.64K+ 5.73% |
$34.8K - $39K
|
30.2K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.55K+ 0.47% |
$32.9K - $36.8K
|
329K
$6.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.53K+ 0.18% |
$32.4K - $36.2K
|
830K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.51K+ 4.77% |
$32K - $35.8K
|
33.1K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.45K+ 9.34% |
$30.8K - $34.5K
|
17K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.43KNew |
$30.3K - $33.9K
|
1.43K
$28.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.38K+ 0.86% |
$29.3K - $32.8K
|
162K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.26K+ 9.33% |
$26.7K - $29.9K
|
14.7K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 3.43% |
$26.5K - $29.7K
|
37.7K
$763K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.23K+ 13.67% |
$26.1K - $29.2K
|
10.2K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.22K+ 2.9% |
$25.9K - $29K
|
43.2K
$876K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.16K+ 1.14% |
$24.7K - $27.6K
|
103K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.15K+ 4.03% |
$24.4K - $27.3K
|
29.6K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
888+ 0.09% |
$18.9K - $21.1K
|
946K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
840+ 0.8% |
$17.8K - $20K
|
106K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
811+ 2.13% |
$17.2K - $19.3K
|
38.8K
$786K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.73% |
$16.6K - $18.6K
|
107K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
777+ 0.81% |
$16.5K - $18.5K
|
96.3K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
743+ 1.3% |
$15.8K - $17.6K
|
57.9K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
586+ 0.18% |
$12.4K - $13.9K
|
317K
$6.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
476+ 1.47% |
$10.1K - $11.3K
|
32.9K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
416+ 0.05% |
$8.83K - $9.88K
|
888K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
415+ 2.8% |
$8.81K - $9.86K
|
15.2K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
410+ 0.86% |
$8.7K - $9.74K
|
47.8K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
363+ 4.13% |
$7.71K - $8.62K
|
9.16K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
260+ 1.1% |
$5.52K - $6.18K
|
23.9K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
165+ 0.9% |
$3.5K - $3.92K
|
18.5K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129+ 0.41% |
$2.74K - $3.06K
|
31.2K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
128+ 0.26% |
$2.72K - $3.04K
|
50K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
115+ 3.63% |
$2.44K - $2.73K
|
3.29K
$66.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
104+ 0.29% |
$2.21K - $2.47K
|
35.6K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
97+ 1.03% |
$2.06K - $2.3K
|
9.56K
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
82+ 0.45% |
$1.74K - $1.95K
|
18.4K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
79+ 0.3% |
$1.68K - $1.88K
|
26.1K
$528K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
76+ 0.26% |
$1.61K - $1.81K
|
29.1K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.3% |
$1.15K - $1.28K
|
17.9K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 0.55% |
$1.13K - $1.26K
|
9.69K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 0.31% |
$1.1K - $1.24K
|
17.1K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
48+ 0.45% |
$1.02K - $1.14K
|
10.8K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.31% |
$913 - $1.02K
|
14.1K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
43+ 0.13% |
$913 - $1.02K
|
32.5K
$659K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
42+ 0.3% |
$892 - $998
|
14K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
41+ 0.1% |
$870 - $974
|
41.5K
$840K
|