Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.78MNew |
$130M - $162M
|
6.78M
$166M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.3M+ 31.32% |
$24.9M - $31.1M
|
5.47M
$134M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.21M+ 10.12% |
$23.1M - $28.8M
|
13.2M
$323M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
853K+ 59.52% |
$16.3M - $20.3M
|
2.29M
$56.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
672K+ 530.14% |
$12.8M - $16M
|
799K
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
637K+ 11.35% |
$12.2M - $15.2M
|
6.25M
$153M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
483KNew |
$9.22M - $11.5M
|
483K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
475K+ 60.44% |
$9.07M - $11.3M
|
1.26M
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
434K+ 71.5% |
$8.28M - $10.3M
|
1.04M
$25.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
413K+ 9.72% |
$7.89M - $9.84M
|
4.66M
$114M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
400K+ 20.83% |
$7.65M - $9.54M
|
2.32M
$57M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
327KNew |
$6.25M - $7.8M
|
327K
$8.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
247K+ 36.64% |
$4.72M - $5.89M
|
922K
$22.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
232K+ 7.82% |
$4.43M - $5.52M
|
3.19M
$78.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
218KNew |
$4.16M - $5.19M
|
218K
$5.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
204KNew |
$3.89M - $4.85M
|
204K
$4.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
203KNew |
$3.88M - $4.84M
|
203K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
203K+ 910.17% |
$3.88M - $4.84M
|
225K
$5.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
202K+ 17.21% |
$3.85M - $4.81M
|
1.37M
$33.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196K+ 123.74% |
$3.74M - $4.67M
|
354K
$8.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
191K+ 10.2% |
$3.64M - $4.54M
|
2.06M
$50.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
186K+ 6.04% |
$3.56M - $4.44M
|
3.27M
$80.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
173K+ 29.36% |
$3.3M - $4.12M
|
761K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165K+ 7.88% |
$3.15M - $3.93M
|
2.26M
$55.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
162KNew |
$3.09M - $3.86M
|
162K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
161KNew |
$3.08M - $3.84M
|
161K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
151K+ 4.1% |
$2.89M - $3.6M
|
3.83M
$94M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
147K+ 338.86% |
$2.8M - $3.49M
|
190K
$4.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
136K+ 6.46% |
$2.59M - $3.23M
|
2.24M
$54.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
132K+ 189.24% |
$2.53M - $3.15M
|
202K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
122K+ 1.95% |
$2.34M - $2.92M
|
6.41M
$157M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95.2K+ 1895.36% |
$1.82M - $2.27M
|
100K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
93.9K+ 5.6% |
$1.79M - $2.24M
|
1.77M
$43.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
93.5K+ 4.0% |
$1.79M - $2.23M
|
2.43M
$59.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87.4KNew |
$1.67M - $2.08M
|
87.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85.9K+ 4.2% |
$1.64M - $2.05M
|
2.13M
$52.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
85K+ 4.26% |
$1.62M - $2.03M
|
2.08M
$51.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$1.55M - $1.93M
|
81K
$1.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76.6K+ 15.58% |
$1.46M - $1.83M
|
568K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
75.7K+ 386.9% |
$1.45M - $1.81M
|
95.3K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
75.1K+ 257.56% |
$1.43M - $1.79M
|
104K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
69.3K+ 87.86% |
$1.32M - $1.65M
|
148K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
66.7K+ 85.46% |
$1.27M - $1.59M
|
145K
$3.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.2K+ 20.63% |
$1.27M - $1.58M
|
387K
$9.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$1.26M - $1.57M
|
66K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 31.87% |
$1.21M - $1.51M
|
263K
$6.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61.3K+ 2.47% |
$1.17M - $1.46M
|
2.55M
$62.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
60.6K+ 35.67% |
$1.16M - $1.45M
|
231K
$5.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.9K+ 52.13% |
$1.09M - $1.35M
|
166K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
54.9K+ 4.27% |
$1.05M - $1.31M
|
1.34M
$32.8M
|