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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 38.36% |
$2.42M - $2.71M
|
412K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
112K+ 3.14% |
$2.38M - $2.66M
|
3.68M
$93.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
110K+ 4.63% |
$2.33M - $2.61M
|
2.48M
$63.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
109KNew |
$2.32M - $2.59M
|
109K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
109K+ 14.45% |
$2.31M - $2.58M
|
861K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
102K+ 3.29% |
$2.17M - $2.43M
|
3.2M
$81.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 5.32% |
$2.15M - $2.41M
|
2.01M
$51M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
98K+ 4.32% |
$2.08M - $2.33M
|
2.37M
$60.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
96.2KNew |
$2.04M - $2.29M
|
96.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
94.7K+ 9.94% |
$2.01M - $2.25M
|
1.05M
$26.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94.3K+ 5.93% |
$2M - $2.24M
|
1.68M
$42.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
87.2K+ 4.28% |
$1.85M - $2.07M
|
2.13M
$54M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
84.1K+ 0.99% |
$1.78M - $2M
|
8.61M
$219M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
80.6K+ 15.41% |
$1.71M - $1.91M
|
604K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
79.1KNew |
$1.68M - $1.88M
|
79.1K
$2.01M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
78.9KNew |
$1.68M - $1.87M
|
78.9K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78.7K+ 98.8% |
$1.67M - $1.87M
|
158K
$4.02M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
77.8K+ 52.75% |
$1.65M - $1.85M
|
225K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.7K+ 3.19% |
$1.65M - $1.85M
|
2.51M
$63.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
77.6K+ 25.89% |
$1.65M - $1.84M
|
377K
$9.59M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
76.6K+ 4.79% |
$1.63M - $1.82M
|
1.68M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
76.4K+ 27.45% |
$1.62M - $1.82M
|
355K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
75.3K+ 198.11% |
$1.6M - $1.79M
|
113K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
75.2K+ 14.15% |
$1.6M - $1.79M
|
607K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
72.7K+ 0.89% |
$1.54M - $1.73M
|
8.24M
$209M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.7K+ 0.79% |
$1.5M - $1.68M
|
9.01M
$229M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.9K+ 5.59% |
$1.44M - $1.61M
|
1.28M
$32.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
67.1KNew |
$1.43M - $1.59M
|
67.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.7K+ 1.95% |
$1.37M - $1.54M
|
3.39M
$86M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
64.1K+ 8.07% |
$1.36M - $1.52M
|
859K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
63.7KNew |
$1.35M - $1.51M
|
63.7K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
61.9KNew |
$1.31M - $1.47M
|
61.9K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
60.7KNew |
$1.29M - $1.44M
|
60.7K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
60.6KNew |
$1.29M - $1.44M
|
60.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.4K+ 1.89% |
$1.24M - $1.39M
|
3.14M
$79.9M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
58K+ 2.99% |
$1.23M - $1.38M
|
2M
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.6K+ 2.84% |
$1.2M - $1.34M
|
2.05M
$52M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
56.6K+ 147.05% |
$1.2M - $1.34M
|
95.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
53.8K+ 47.61% |
$1.14M - $1.28M
|
167K
$4.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
51.4K+ 11.68% |
$1.09M - $1.22M
|
492K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.1K+ 8.44% |
$1.06M - $1.19M
|
644K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49.9K+ 72.79% |
$1.06M - $1.19M
|
118K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
46.5K+ 3.76% |
$988K - $1.11M
|
1.28M
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45K+ 4.46% |
$956K - $1.07M
|
1.05M
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
44K+ 287.26% |
$935K - $1.05M
|
59.4K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
43.8K+ 12.15% |
$929K - $1.04M
|
404K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
41K+ 3.66% |
$870K - $973K
|
1.16M
$29.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.6K+ 7.68% |
$861K - $963K
|
569K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
38.6KNew |
$819K - $916K
|
38.6K
$980K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
36.9K+ 5.35% |
$784K - $877K
|
726K
$18.5M
|