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 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
36.8K+ 17.97% |
$782K - $875K
|
242K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.8K+ 269.72% |
$781K - $873K
|
50.4K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36.3KNew |
$770K - $861K
|
36.3K
$922K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.1K+ 175.88% |
$767K - $858K
|
56.7K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
36K+ 7.82% |
$763K - $854K
|
496K
$12.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 17.05% |
$759K - $849K
|
245K
$6.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35.5K+ 3.32% |
$754K - $844K
|
1.1M
$28M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
35.5KNew |
$753K - $842K
|
35.5K
$901K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
35.3K+ 2.32% |
$750K - $839K
|
1.56M
$39.7M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34.1K+ 6.53% |
$725K - $811K
|
557K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
33.7K+ 3.74% |
$715K - $800K
|
935K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
33.7K+ 7017.29% |
$715K - $800K
|
34.2K
$868K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.4KNew |
$710K - $794K
|
33.4K
$849K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 131.87% |
$700K - $783K
|
58K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
32.8KNew |
$697K - $780K
|
32.8K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.6KNew |
$692K - $774K
|
32.6K
$828K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
32.3KNew |
$686K - $768K
|
32.3K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.9K+ 1751.29% |
$676K - $757K
|
33.7K
$856K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
31.6KNew |
$671K - $751K
|
31.6K
$804K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
31.5K+ 110.64% |
$668K - $748K
|
59.9K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
30.9K+ 6.19% |
$656K - $734K
|
530K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.1K+ 0.98% |
$638K - $714K
|
3.09M
$78.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
30.1K+ 7.95% |
$638K - $714K
|
408K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.7K+ 2052.97% |
$630K - $705K
|
31.1K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$621K - $695K
|
29.3K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 29.47% |
$585K - $655K
|
121K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 4.87% |
$580K - $649K
|
588K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26.1KNew |
$554K - $620K
|
26.1K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
25.9KNew |
$551K - $616K
|
25.9K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$545K - $609K
|
25.7K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.6K+ 5.33% |
$544K - $609K
|
506K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
25.4K+ 4.46% |
$540K - $604K
|
595K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.9K+ 5.04% |
$528K - $591K
|
518K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
24.3K+ 19.37% |
$516K - $577K
|
150K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24K+ 13.8% |
$509K - $570K
|
198K
$5.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.9K+ 103730.43% |
$507K - $567K
|
23.9K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23.5KNew |
$500K - $559K
|
23.5K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.3KNew |
$494K - $552K
|
23.3K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
23.2K+ 91.14% |
$493K - $552K
|
48.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23K+ 28.3% |
$489K - $547K
|
104K
$2.65M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
23K+ 28.3% |
$489K - $547K
|
104K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.5K+ 4.58% |
$478K - $535K
|
514K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22.4KNew |
$476K - $533K
|
22.4K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.4KNew |
$455K - $509K
|
21.4K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
21.1K+ 56.09% |
$448K - $501K
|
58.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
21.1K+ 12.69% |
$447K - $500K
|
187K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21K+ 4.93% |
$447K - $500K
|
448K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20.7K+ 112.7% |
$439K - $492K
|
39.1K
$993K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20.5KNew |
$436K - $488K
|
20.5K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20.3K+ 1.95% |
$431K - $482K
|
1.06M
$26.9M
|