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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 8.82% |
$113K - $126K
|
65.5K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.13K+ 3.57% |
$109K - $122K
|
149K
$3.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
5.12K+ 9.03% |
$109K - $122K
|
61.8K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.11K+ 3.73% |
$108K - $121K
|
142K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.83K+ 7.24% |
$102K - $115K
|
71.5K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.75K+ 4.84% |
$101K - $113K
|
103K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.7K+ 3.7% |
$99.8K - $112K
|
132K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.7K+ 57.49% |
$99.8K - $112K
|
12.9K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.42K+ 6.79% |
$93.8K - $105K
|
69.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
4.42K+ 0.19% |
$93.8K - $105K
|
2.34M
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.28K+ 12.98% |
$90.9K - $102K
|
37.2K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.25K+ 0.53% |
$90.2K - $101K
|
805K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.13K+ 7.01% |
$87.7K - $98.1K
|
63.1K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4K+ 30.09% |
$84.9K - $95K
|
17.3K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.92K+ 4.85% |
$83.3K - $93.1K
|
84.8K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.91K+ 2.14% |
$82.9K - $92.8K
|
186K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.87K+ 33.26% |
$82.2K - $91.9K
|
15.5K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.87K+ 4.5% |
$82.1K - $91.8K
|
89.8K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
3.87K+ 4.5% |
$82.1K - $91.8K
|
89.8K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 37.71% |
$81.9K - $91.6K
|
14.1K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
3.83K+ 4.37% |
$81.2K - $90.8K
|
91.3K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.8K+ 0.9% |
$80.6K - $90.2K
|
425K
$9.78M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.71K+ 9.7% |
$78.7K - $88.1K
|
41.9K
$964K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 4.84% |
$76.3K - $85.4K
|
77.8K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.54K+ 1.45% |
$75.2K - $84.1K
|
247K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.47K+ 1.37% |
$73.7K - $82.5K
|
257K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.47K+ 1.96% |
$73.7K - $82.4K
|
180K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.47K+ 4.66% |
$73.6K - $82.4K
|
77.9K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.47KNew |
$73.6K - $82.3K
|
3.47K
$79.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 22.16% |
$66.2K - $74.1K
|
17.2K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.05K+ 3.4% |
$64.7K - $72.4K
|
92.7K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.03K+ 0.63% |
$64.3K - $71.9K
|
482K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.02K+ 1.27% |
$64.2K - $71.8K
|
241K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.01K+ 21.52% |
$63.9K - $71.5K
|
17K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3K+ 22.81% |
$63.7K - $71.3K
|
16.2K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.96K+ 6.65% |
$62.8K - $70.3K
|
47.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.94K+ 12.27% |
$62.5K - $69.9K
|
26.9K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.9K+ 1.06% |
$61.6K - $68.9K
|
277K
$6.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.82K+ 1.21% |
$59.9K - $67K
|
236K
$5.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.8K+ 6.52% |
$59.4K - $66.5K
|
45.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.77K+ 6.93% |
$58.7K - $65.7K
|
42.7K
$982K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.76K+ 1.89% |
$58.6K - $65.6K
|
149K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.72K+ 8.41% |
$57.7K - $64.6K
|
35K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 3.19% |
$57.3K - $64.1K
|
87.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.66K+ 3.06% |
$56.6K - $63.3K
|
89.6K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.65K+ 0.28% |
$56.2K - $62.8K
|
951K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 53.69% |
$54.6K - $61.1K
|
7.37K
$169K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.57K+ 6.33% |
$54.5K - $60.9K
|
43.1K
$991K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$52.1K - $58.3K
|
2.45K
$56.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 3.6% |
$51.6K - $57.7K
|
69.9K
$1.61M
|