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 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
311+ 2.58% |
$6.6K - $7.39K
|
12.3K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
310New |
$6.58K - $7.36K
|
310
$7.13K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
288+ 104.35% |
$6.11K - $6.84K
|
564
$13K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
261+ 0.31% |
$5.54K - $6.2K
|
85.5K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
261+ 0.27% |
$5.54K - $6.2K
|
95.8K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
260+ 1.1% |
$5.52K - $6.18K
|
23.9K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
258+ 0.81% |
$5.48K - $6.13K
|
32.1K
$738K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
252+ 5.96% |
$5.35K - $5.99K
|
4.48K
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
246+ 14.9% |
$5.22K - $5.84K
|
1.9K
$43.6K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
246New |
$5.22K - $5.84K
|
246
$5.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
245+ 1.39% |
$5.2K - $5.82K
|
17.9K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
231+ 2.53% |
$4.9K - $5.49K
|
9.36K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
226+ 188.33% |
$4.8K - $5.37K
|
346
$7.96K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
214+ 0.91% |
$4.54K - $5.08K
|
23.8K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
207New |
$4.39K - $4.92K
|
207
$4.76K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
193+ 0.95% |
$4.1K - $4.58K
|
20.5K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
191+ 0.17% |
$4.05K - $4.54K
|
114K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
179+ 17900.0% |
$3.8K - $4.25K
|
180
$4.14K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
175+ 1.32% |
$3.72K - $4.16K
|
13.4K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
169+ 0.31% |
$3.59K - $4.01K
|
55.5K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
165+ 0.9% |
$3.5K - $3.92K
|
18.5K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
152+ 0.63% |
$3.23K - $3.61K
|
24.2K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
144+ 0.39% |
$3.06K - $3.42K
|
36.7K
$845K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
142+ 0.31% |
$3.01K - $3.37K
|
46.5K
$1.07M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
140+ 8.57% |
$2.97K - $3.33K
|
1.77K
$40.8K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
138+ 1.5% |
$2.93K - $3.28K
|
9.34K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
134+ 0.28% |
$2.84K - $3.18K
|
48.2K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129+ 0.41% |
$2.74K - $3.06K
|
31.2K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
128+ 0.26% |
$2.72K - $3.04K
|
50K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
128+ 0.25% |
$2.72K - $3.04K
|
51.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
124+ 0.79% |
$2.63K - $2.95K
|
15.9K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
123+ 0.14% |
$2.61K - $2.92K
|
88.4K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
119+ 0.97% |
$2.53K - $2.83K
|
12.4K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
115+ 0.29% |
$2.44K - $2.73K
|
40.1K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
115+ 3.63% |
$2.44K - $2.73K
|
3.29K
$75.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
107+ 0.57% |
$2.27K - $2.54K
|
18.8K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
104+ 0.29% |
$2.21K - $2.47K
|
35.6K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
99+ 1.48% |
$2.1K - $2.35K
|
6.79K
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
97+ 1.03% |
$2.06K - $2.3K
|
9.56K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.28% |
$2.04K - $2.28K
|
34.1K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
93+ 0.31% |
$1.97K - $2.21K
|
30.6K
$703K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
88+ 0.35% |
$1.87K - $2.09K
|
25.2K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
87+ 0.18% |
$1.85K - $2.07K
|
49.7K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
84+ 0.48% |
$1.78K - $2K
|
17.5K
$403K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
82+ 0.45% |
$1.74K - $1.95K
|
18.4K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
80+ 0.31% |
$1.7K - $1.9K
|
25.9K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
79+ 0.3% |
$1.68K - $1.88K
|
26.1K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
76+ 0.26% |
$1.61K - $1.81K
|
29.1K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
62+ 0.36% |
$1.32K - $1.47K
|
17.2K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 0.22% |
$1.27K - $1.43K
|
27.6K
$635K
|