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 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10.8K+ 73.89% |
$229K - $257K
|
25.4K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.7KNew |
$228K - $255K
|
10.7K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$224K - $251K
|
10.6K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10.3K+ 200.94% |
$219K - $245K
|
15.4K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.3KNew |
$218K - $244K
|
10.3K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.2K+ 18.96% |
$216K - $242K
|
63.9K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
10.1KNew |
$215K - $241K
|
10.1K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
10K+ 0.86% |
$212K - $238K
|
1.17M
$27M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10K+ 20.15% |
$212K - $238K
|
59.7K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
9.9KNew |
$210K - $235K
|
9.9K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.7K+ 47.38% |
$206K - $230K
|
30.2K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.62K+ 2.12% |
$204K - $228K
|
464K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.6KNew |
$204K - $228K
|
9.6K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9.57KNew |
$203K - $227K
|
9.57K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.75K+ 3.06% |
$186K - $208K
|
294K
$6.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.7K+ 200.0% |
$185K - $207K
|
13.1K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.55K+ 4.98% |
$181K - $203K
|
180K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.45K+ 2.51% |
$179K - $201K
|
346K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
8.45K+ 0.24% |
$179K - $201K
|
3.5M
$80.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.27K+ 26.12% |
$176K - $196K
|
39.9K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8.24K+ 12.33% |
$175K - $196K
|
75.1K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.13K+ 3.21% |
$172K - $193K
|
261K
$6M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
7.89K+ 6.45% |
$168K - $187K
|
130K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.88K+ 0.96% |
$167K - $187K
|
828K
$19M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.87K+ 7.56% |
$167K - $187K
|
112K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
7.86K+ 57.92% |
$167K - $187K
|
21.4K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.52K+ 154.13% |
$160K - $179K
|
12.4K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
7.52K+ 3.06% |
$160K - $179K
|
253K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.36K+ 1.39% |
$156K - $175K
|
538K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.08K+ 1.52% |
$150K - $168K
|
472K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
7.02K+ 5.45% |
$149K - $167K
|
136K
$3.12M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.97K+ 139.94% |
$148K - $166K
|
11.9K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 6.22% |
$148K - $165K
|
119K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.89K+ 64.98% |
$146K - $164K
|
17.5K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.88K+ 35.91% |
$146K - $163K
|
26K
$599K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.77K+ 4.04% |
$144K - $161K
|
174K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.73K+ 2.46% |
$143K - $160K
|
280K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
6.64K+ 1.23% |
$141K - $158K
|
546K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6.29K+ 1.65% |
$134K - $149K
|
388K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 13.82% |
$132K - $147K
|
51.1K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.06K+ 0.68% |
$129K - $144K
|
892K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.02K+ 4.09% |
$128K - $143K
|
153K
$3.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5.85K+ 32.1% |
$124K - $139K
|
24.1K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.55K+ 19.99% |
$118K - $132K
|
33.3K
$766K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.54K+ 16.26% |
$118K - $132K
|
39.6K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.53K+ 1.28% |
$117K - $131K
|
439K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.5K+ 8.6% |
$117K - $131K
|
69.5K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
5.46K+ 3.4% |
$116K - $130K
|
166K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
5.36K+ 5.3% |
$114K - $127K
|
106K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.33K+ 40.27% |
$113K - $126K
|
18.6K
$427K
|