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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
1.27K+ 0.58% |
$27K - $30.3K
|
219K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.26K+ 8.81% |
$26.8K - $30K
|
15.6K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.26K+ 9.33% |
$26.7K - $29.9K
|
14.7K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 3.43% |
$26.5K - $29.7K
|
37.7K
$957K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.23K+ 13.67% |
$26.1K - $29.2K
|
10.2K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 5.27% |
$25.9K - $29K
|
24.4K
$619K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.22K+ 2.9% |
$25.9K - $29K
|
43.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.2KNew |
$25.5K - $28.5K
|
1.2K
$30.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.2K+ 1.21% |
$25.5K - $28.5K
|
101K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$24.7K - $27.6K
|
1.16K
$29.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.16K+ 1.14% |
$24.7K - $27.6K
|
103K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.15K+ 4.03% |
$24.4K - $27.3K
|
29.6K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.13K+ 2.31% |
$23.9K - $26.7K
|
49.8K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.12K+ 3.41% |
$23.8K - $26.6K
|
34K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
993+ 1.75% |
$21.1K - $23.6K
|
57.8K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
936+ 0.45% |
$19.9K - $22.2K
|
208K
$5.29M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
893+ 5.18% |
$19K - $21.2K
|
18.1K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
888+ 0.09% |
$18.9K - $21.1K
|
946K
$24M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
862+ 6.74% |
$18.3K - $20.5K
|
13.7K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
849+ 0.49% |
$18K - $20.2K
|
173K
$4.4M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
840+ 0.8% |
$17.8K - $20K
|
106K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
811+ 2.13% |
$17.2K - $19.3K
|
38.8K
$986K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
782+ 0.73% |
$16.6K - $18.6K
|
107K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
777+ 0.81% |
$16.5K - $18.5K
|
96.3K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
775+ 0.22% |
$16.5K - $18.4K
|
347K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
775+ 0.36% |
$16.5K - $18.4K
|
216K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
753+ 3.24% |
$16K - $17.9K
|
24K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
743+ 1.3% |
$15.8K - $17.6K
|
57.9K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
725+ 2.88% |
$15.4K - $17.2K
|
25.9K
$658K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
713+ 1.04% |
$15.1K - $16.9K
|
69.3K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
713+ 6.42% |
$15.1K - $16.9K
|
11.8K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
699+ 5.97% |
$14.8K - $16.6K
|
12.4K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
698+ 0.09% |
$14.8K - $16.6K
|
762K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
656+ 1.49% |
$13.9K - $15.6K
|
44.5K
$1.13M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
600+ 0.71% |
$12.7K - $14.3K
|
84.7K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
599+ 0.43% |
$12.7K - $14.2K
|
141K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
586+ 0.18% |
$12.4K - $13.9K
|
317K
$8.06M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
583+ 3.19% |
$12.4K - $13.8K
|
18.9K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
581+ 1.57% |
$12.3K - $13.8K
|
37.6K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
572+ 0.52% |
$12.1K - $13.6K
|
110K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
571+ 0.64% |
$12.1K - $13.6K
|
89.3K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
549+ 3.84% |
$11.7K - $13K
|
14.8K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
511+ 2.17% |
$10.8K - $12.1K
|
24K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
509+ 2.99% |
$10.8K - $12.1K
|
17.5K
$445K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
476+ 1.47% |
$10.1K - $11.3K
|
32.9K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
426+ 4.22% |
$9.04K - $10.1K
|
10.5K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
417+ 20.93% |
$8.85K - $9.9K
|
2.41K
$61.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
416+ 0.05% |
$8.83K - $9.88K
|
888K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
415+ 2.8% |
$8.81K - $9.86K
|
15.2K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
410+ 0.86% |
$8.7K - $9.74K
|
47.8K
$1.22M
|