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 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.72K+ 8.41% |
$57.7K - $64.6K
|
35K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 3.19% |
$57.3K - $64.1K
|
87.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.66K+ 3.06% |
$56.6K - $63.3K
|
89.6K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.65K+ 0.28% |
$56.2K - $62.8K
|
951K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 53.69% |
$54.6K - $61.1K
|
7.37K
$187K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.57K+ 6.33% |
$54.5K - $60.9K
|
43.1K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$52.1K - $58.3K
|
2.45K
$62.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 3.6% |
$51.6K - $57.7K
|
69.9K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.43KNew |
$51.5K - $57.6K
|
2.43K
$61.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 14.34% |
$51.5K - $57.6K
|
19.3K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.4K+ 10.44% |
$51K - $57K
|
25.4K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.38K+ 2.1% |
$50.6K - $56.6K
|
116K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.38K+ 14.98% |
$50.6K - $56.6K
|
18.3K
$465K
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.37K+ 1.83% |
$50.3K - $56.3K
|
132K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.31K+ 85.21% |
$49.1K - $54.9K
|
5.02K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.37% |
$48.5K - $54.3K
|
33.3K
$847K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.28KNew |
$48.5K - $54.2K
|
2.28K
$58K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.26K+ 82.78% |
$48K - $53.7K
|
4.99K
$127K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 13.32% |
$46.6K - $52.1K
|
18.7K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.19K+ 11.66% |
$46.5K - $52.1K
|
21K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.98K+ 21.49% |
$42K - $47K
|
11.2K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.94K+ 15.05% |
$41.2K - $46.1K
|
14.8K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 7.36% |
$41.1K - $46K
|
28.2K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.93K+ 12.5% |
$41K - $45.8K
|
17.4K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.89K+ 0.37% |
$40.1K - $44.8K
|
507K
$12.9M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87K+ 2.17% |
$39.6K - $44.3K
|
87.7K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.79K+ 13.39% |
$37.9K - $42.4K
|
15.1K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.78K+ 0.89% |
$37.7K - $42.2K
|
202K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.77K+ 1.86% |
$37.6K - $42.1K
|
97.3K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 2.3% |
$36.9K - $41.3K
|
77.5K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.64K+ 5.73% |
$34.8K - $39K
|
30.2K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63K+ 3.97% |
$34.6K - $38.8K
|
42.7K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
1.59K+ 10.0% |
$33.8K - $37.8K
|
17.5K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.58K+ 7.61% |
$33.4K - $37.4K
|
22.3K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.57K+ 1.14% |
$33.2K - $37.2K
|
139K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.55K+ 0.47% |
$32.9K - $36.8K
|
329K
$8.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.53K+ 0.18% |
$32.4K - $36.2K
|
830K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.51K+ 4.77% |
$32K - $35.8K
|
33.1K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.49K+ 4.67% |
$31.6K - $35.3K
|
33.4K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.47KNew |
$31.3K - $35K
|
1.47K
$37.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.46K+ 8.07% |
$31K - $34.7K
|
19.5K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.45K+ 9.34% |
$30.8K - $34.5K
|
17K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.44K+ 1.31% |
$30.5K - $34.2K
|
111K
$2.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.43KNew |
$30.3K - $33.9K
|
1.43K
$36.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.43K+ 4.21% |
$30.3K - $33.9K
|
35.3K
$897K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.38K+ 0.86% |
$29.3K - $32.8K
|
162K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$29.3K - $32.8K
|
1.38K
$35.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.31K+ 0.57% |
$27.9K - $31.2K
|
233K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.3K+ 3.76% |
$27.7K - $31K
|
36K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.28K+ 5.24% |
$27.2K - $30.4K
|
25.8K
$654K
|