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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102K- 6.72% |
$2.16M - $2.41M
|
1.41M
$35.9M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 37.94% |
$2.27M - $2.54M
|
175K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-107K- 23.87% |
$2.27M - $2.54M
|
342K
$8.68M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-108K- 47.25% |
$2.29M - $2.56M
|
120K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-108K- 19.71% |
$2.3M - $2.57M
|
440K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-148K- 21.28% |
$3.14M - $3.51M
|
546K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-171K- 4.21% |
$3.62M - $4.05M
|
3.88M
$98.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-194K- 7.06% |
$4.13M - $4.62M
|
2.56M
$65M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-212K- 2.6% |
$4.49M - $5.03M
|
7.93M
$202M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-226K- 70.44% |
$4.8M - $5.37M
|
94.9K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-229K- 39.85% |
$4.86M - $5.44M
|
346K
$8.78M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-268K- 38.46% |
$5.69M - $6.37M
|
429K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-269K- 8.89% |
$5.72M - $6.39M
|
2.76M
$70.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272K- 14.45% |
$5.77M - $6.46M
|
1.61M
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-293K- 46.13% |
$6.22M - $6.95M
|
342K
$8.69M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-304K- 3.26% |
$6.46M - $7.23M
|
9.02M
$229M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-340K- 68.64% |
$7.21M - $8.06M
|
155K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-379K- 96.03% |
$8.05M - $9.01M
|
15.7K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-520K- 2.92% |
$11M - $12.3M
|
17.3M
$438M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.8M- 2.98% |
$38.1M - $42.7M
|
58.4M
$1.48B
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4M- 69.22% |
$84.9M - $95M
|
1.78M
$45.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.31M- 88.1% |
$91.5M - $102M
|
582K
$14.8M
|