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 28, 2025 Q1 2025
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
19.3K
+ 22.62%
$410K - $459K
105K $2.41M
May 07, 2025 Q1 2025
Baldwin Investment Management, LLC

BUY
 -
19.3K
New
$409K - $458K
19.3K $443K
Apr 10, 2025 Q1 2025
Thrive Wealth Management, LLC

BUY
 -
19.2K
+ 22.82%
$408K - $456K
103K $2.38M
May 15, 2025 Q1 2025
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
19.2K
New
$407K - $456K
19.2K $441K
May 08, 2025 Q1 2025
Aspiring Ventures, LLC

Cincinnati, OH
BUY
 -
18.9K
+ 13.36%
$402K - $450K
161K $3.7M
Apr 23, 2025 Q1 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
18.8K
New
$400K - $447K
18.8K $433K
May 14, 2025 Q1 2025
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
18.6K
+ 0.68%
$395K - $441K
2.76M $63.6M
May 06, 2025 Q1 2025
Accredited Investors Inc.

BUY
 -
18.5K
+ 0.38%
$394K - $441K
4.89M $113M
May 08, 2025 Q1 2025
Main Street Financial Solutions, LLC

BUY
 -
17.8K
+ 5.44%
$379K - $424K
346K $7.96M
May 14, 2025 Q1 2025
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
17.8K
New
$378K - $422K
17.8K $409K
Apr 18, 2025 Q1 2025
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
17.6K
+ 8.4%
$373K - $418K
227K $5.22M
May 15, 2025 Q1 2025
Fiducient Advisors LLC

BUY
 -
17.4K
New
$369K - $413K
17.4K $400K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
17.3K
+ 14.47%
$367K - $411K
137K $3.15M
Apr 15, 2025 Q1 2025
Gibson Capital, LLC

Wexford, PA
BUY
 -
17K
New
$361K - $404K
17K $391K
Apr 29, 2025 Q1 2025
Brown Advisory Inc

BUY
 -
16.9K
+ 0.6%
$360K - $402K
2.82M $64.9M
May 14, 2025 Q1 2025
Fiduciary Trust CO

Boston, MA
BUY
 -
16.8K
+ 4.63%
$357K - $400K
380K $8.74M
Apr 24, 2025 Q1 2025
Financial Futures LTD Liability Co.

BUY
 -
16.7K
+ 76.04%
$355K - $397K
38.7K $889K
Apr 15, 2025 Q1 2025
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
16.6K
New
$351K - $393K
16.6K $381K
May 13, 2025 Q1 2025
Blue Investment Partners LLC

Alamo, CA
BUY
 -
16.1K
+ 2.82%
$342K - $383K
587K $13.5M
May 14, 2025 Q1 2025
Flow Traders U.S. LLC

New York, NY
BUY
 -
15.7K
New
$334K - $374K
15.7K $362K
Apr 14, 2025 Q1 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
15.2K
+ 8.27%
$324K - $362K
199K $4.59M
May 01, 2025 Q1 2025
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
15.2K
+ 31.06%
$323K - $362K
64.3K $1.48M
Apr 28, 2025 Q1 2025
Hartline Investment Corp

Winnetka, IL
BUY
 -
14.8K
New
$315K - $352K
14.8K $341K
May 01, 2025 Q1 2025
Elco Management Co., LLC

New York, NY
BUY
 -
14.5K
+ 13.74%
$309K - $345K
120K $2.77M
May 06, 2025 Q1 2025
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
14.4K
+ 2.74%
$305K - $341K
539K $12.4M
May 07, 2025 Q1 2025
Creekside Partners

Petaluma, CA
BUY
 -
14.2K
+ 5.6%
$301K - $337K
267K $6.14M
May 15, 2025 Q1 2025
Stone X Group Inc.

BUY
 -
14.1K
+ 120.41%
$300K - $336K
25.9K $595K
May 09, 2025 Q1 2025
Blair William & CO

Chicago, IL
BUY
 -
14.1K
+ 4.94%
$299K - $335K
300K $6.89M
May 15, 2025 Q1 2025
Plancorp, LLC

BUY
 -
13.9K
+ 45.69%
$294K - $329K
44.2K $1.02M
May 08, 2025 Q1 2025
Tfo Tdc, LLC

BUY
 -
13.4K
New
$285K - $319K
13.4K $309K
Jun 06, 2025 Q1 2025
Blue Oak Capital, LLC

Menlo Park, CA
BUY
 -
13.2K
New
$281K - $314K
13.2K $304K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
13.1K
+ 170.86%
$278K - $311K
20.7K $477K
May 14, 2025 Q1 2025
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
12.8K
New
$273K - $305K
12.8K $295K
May 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
BUY
 -
12.7K
+ 0.61%
$271K - $303K
2.1M $48.3M
May 15, 2025 Q1 2025
Rinkey Investments

San Diego, CA
BUY
 -
12.6K
New
$267K - $299K
12.6K $290K
May 05, 2025 Q1 2025
Crestwood Advisors Group LLC

BUY
 -
12.4K
+ 6.93%
$263K - $295K
191K $4.4M
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
12.3K
+ 1.24%
$262K - $293K
1.01M $23.1M
May 05, 2025 Q1 2025
Fagan Associates, Inc.

BUY
 -
12.2K
+ 3.82%
$260K - $290K
333K $7.65M
May 15, 2025 Q1 2025
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
12.2K
New
$260K - $290K
12.2K $281K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
12.1K
+ 122.49%
$256K - $287K
21.9K $504K
May 12, 2025 Q1 2025
Brightwater Advisory LLC

Tampa, FL
BUY
 -
12K
+ 5.01%
$256K - $286K
252K $5.8M
Apr 16, 2025 Q1 2025
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
11.9K
+ 22.66%
$253K - $283K
64.5K $1.48M
May 05, 2025 Q1 2025
Wt Wealth Management

BUY
 -
11.5K
+ 0.91%
$245K - $274K
1.28M $29.4M
May 05, 2025 Q1 2025
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
11.4K
+ 14.22%
$243K - $272K
92K $2.12M
Apr 15, 2025 Q1 2025
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
11.4K
+ 8.23%
$241K - $270K
150K $3.44M
Apr 17, 2025 Q1 2025
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
11.3K
+ 73.42%
$240K - $268K
26.7K $614K
May 13, 2025 Q1 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11.2K
New
$238K - $266K
11.2K $258K
Apr 21, 2025 Q1 2025
Compass Ion Advisors, LLC

BUY
 -
11.1K
+ 6.01%
$237K - $265K
197K $4.52M
May 14, 2025 Q1 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
10.9K
+ 1728.82%
$230K - $258K
11.5K $264K

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