Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Broad M (SCHB)

SCHB Quotes by TradingView

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 21, 2025 Q1 2025
Boston Premier Wealth LLC

Hanover, MA
BUY
 -
39
+ 0.3%
$828 - $926
13K $264K
Apr 17, 2025 Q1 2025
Claris Advisors, LLC

BUY
 -
36
+ 0.31%
$764 - $855
11.7K $238K
Apr 09, 2025 Q1 2025
Baker Tilly Wealth Management, LLC

BUY
 -
34
+ 0.13%
$722 - $808
26.8K $544K
Apr 14, 2025 Q1 2025
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
29
+ 0.31%
$616 - $689
9.35K $189K
Apr 11, 2025 Q1 2025
Adamsbrown Wealth Consultants LLC

BUY
 -
18
+ 0.13%
$382 - $428
14.4K $291K
Apr 14, 2025 Q1 2025
Baldwin Brothers LLC

BUY
 -
17
+ 0.1%
$361 - $404
16.2K $329K
Apr 10, 2025 Q1 2025
Diligent Investors, LLC

BUY
 -
13
+ 0.03%
$276 - $309
47.4K $960K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
13
+ 0.03%
$276 - $309
44.7K $905K
Apr 09, 2025 Q1 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
11
+ 0.37%
$234 - $261
2.98K $60.3K
Apr 15, 2025 Q1 2025
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
10
+ 0.01%
$212 - $238
100K $2.03M
Apr 17, 2025 Q1 2025
Western Pacific Wealth Management, LP

BUY
 -
4
+ 0.26%
$84.9 - $95
1.57K $31.8K
Apr 21, 2025 Q1 2025
Beacon Capital Management, LLC

BUY
 -
4
+ 0.33%
$84.9 - $95
1.22K $24.7K
Apr 18, 2025 Q1 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2
+ 0.28%
$42.5 - $47.5
716 $14.5K
Apr 18, 2025 Q1 2025
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.26%
$21.2 - $23.8
384 $7.78K
Apr 09, 2025 Q1 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
0
New
$0 - $0
0 $0
Apr 16, 2025 Q1 2025
Robbins Farley LLC

Manchester, NH
SELL
 -
-1
- 0.14%
$21.2 - $23.8
736 $14.9K
Apr 14, 2025 Q1 2025
Kmg Fiduciary Partners, LLC

SELL
 -
-12
- 0.03%
$255 - $285
44.6K $904K
Apr 11, 2025 Q1 2025
Princeton Global Asset Management LLC

SELL
 -
-41
- 0.92%
$870 - $974
4.41K $89.3K
Apr 21, 2025 Q1 2025
Decision Map Wealth Management, LLC

Great Falls, VA
SELL
 -
-85
- 0.25%
$1.8K - $2.02K
34.1K $691K
Apr 02, 2025 Q1 2025
Beacon Wealthcare LLC

Raleigh, NC
SELL
 -
-100
- 0.02%
$2.12K - $2.38K
459K $9.3M
Apr 17, 2025 Q1 2025
Sound Income Strategies, LLC

SELL
 -
-111
- 78.72%
$2.36K - $2.64K
30 $608
Apr 17, 2025 Q1 2025
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-121
- 0.56%
$2.57K - $2.87K
21.4K $433K
Apr 11, 2025 Q1 2025
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-127
- 0.59%
$2.7K - $3.02K
21.5K $434K
Apr 16, 2025 Q1 2025
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-141
- 0.13%
$2.99K - $3.35K
111K $2.25M
Apr 18, 2025 Q1 2025
Colorado Capital Management, Inc.

SELL
 -
-162
- 0.37%
$3.44K - $3.85K
43.1K $872K
Apr 16, 2025 Q1 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
SELL
 -
-178
- 0.27%
$3.78K - $4.23K
66.6K $1.35M
Apr 09, 2025 Q1 2025
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-230
- 1.1%
$4.88K - $5.46K
20.7K $420K
Apr 15, 2025 Q1 2025
Transform Wealth, LLC

SELL
 -
-277
- 0.03%
$5.88K - $6.58K
1.08M $22M
Apr 16, 2025 Q1 2025
Lakeridge Wealth Management LLC

Mentor, OH
SELL
 -
-289
- 1.4%
$6.14K - $6.86K
20.4K $413K
Apr 21, 2025 Q1 2025
Clear Point Advisors Inc.

Melville, NY
SELL
 -
-297
- 0.16%
$6.31K - $7.05K
188K $3.8M
Apr 11, 2025 Q1 2025
Ehrlich Financial Group

Laguna Niguel, CA
SELL
 -
-300
- 1.93%
$6.37K - $7.13K
15.3K $309K
Apr 10, 2025 Q1 2025
Wealth Group LTD

Eden Prairie, MN
SELL
 -
-335
- 0.23%
$7.11K - $7.96K
148K $3M
Apr 15, 2025 Q1 2025
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-515
- 0.79%
$10.9K - $12.2K
65K $1.32M
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-565
- 53.05%
$12K - $13.4K
500 $10.1K
Apr 14, 2025 Q1 2025
Muirfield Wealth Advisors LLC

Charlotte, NC
SELL
 -
-615
- 1.48%
$13.1K - $14.6K
40.8K $827K
Apr 17, 2025 Q1 2025
Precedent Wealth Partners, LLC

Houston, TX
SELL
 -
-645
- 4.25%
$13.7K - $15.3K
14.5K $294K
Apr 15, 2025 Q1 2025
Foresight Capital Management Advisors, Inc.

SELL
 -
-660
- 1.38%
$14K - $15.7K
47.2K $955K
Apr 16, 2025 Q1 2025
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-730
- 3.28%
$15.5K - $17.3K
21.5K $436K
Apr 17, 2025 Q1 2025
Pacific Capital Wealth Advisors, Inc

SELL
 -
-776
- 1.25%
$16.5K - $18.4K
61.4K $1.24M
Apr 17, 2025 Q1 2025
Pflug Koory, LLC

SELL
 -
-852
- 6.47%
$18.1K - $20.2K
12.3K $250K
Apr 16, 2025 Q1 2025
Armbruster Capital Management, Inc.

SELL
 -
-876
- 3.44%
$18.6K - $20.8K
24.6K $498K
Apr 11, 2025 Q1 2025
Olio Financial Planning

SELL
 -
-893
- 3.48%
$19K - $21.2K
24.8K $502K
Apr 10, 2025 Q1 2025
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-962
- 0.95%
$20.4K - $22.8K
101K $2.04M
Apr 14, 2025 Q1 2025
Umb Bank, N.A.

SELL
 -
-1K
- 6.8%
$21.2K - $23.8K
13.7K $277K
Apr 16, 2025 Q1 2025
Pullen Investment Management, LLC

Bradenton, FL
SELL
 -
-1.07K
- 0.46%
$22.8K - $25.5K
230K $4.66M
Apr 08, 2025 Q1 2025
Investors Research Corp

SELL
 -
-1.18K
- 18.13%
$25K - $27.9K
5.31K $108K
Apr 11, 2025 Q1 2025
Successful Portfolios LLC

SELL
 -
-1.19K
- 0.54%
$25.3K - $28.3K
218K $4.41M
Apr 16, 2025 Q1 2025
Everhart Financial Group, Inc.

SELL
 -
-1.21K
- 0.26%
$25.6K - $28.6K
457K $9.25M
Apr 21, 2025 Q1 2025
Premier Path Wealth Partners, LLC

Madison, NJ
SELL
 -
-1.23K
- 3.09%
$26K - $29.1K
38.4K $778K

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