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 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
138New |
$2.64K - $3.29K
|
138
$3.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
136+ 0.29% |
$2.6K - $3.24K
|
47.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
133+ 0.72% |
$2.54K - $3.17K
|
18.5K
$476K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 0.75% |
$2.37K - $2.95K
|
16.7K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
107+ 0.03% |
$2.04K - $2.55K
|
317K
$8.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 0.68% |
$1.97K - $2.45K
|
15.2K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
103+ 0.29% |
$1.97K - $2.45K
|
35.7K
$920K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
103+ 1.08% |
$1.97K - $2.45K
|
9.67K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
102+ 0.89% |
$1.95K - $2.43K
|
11.6K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
100+ 0.15% |
$1.91K - $2.38K
|
65.2K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
97+ 0.3% |
$1.85K - $2.31K
|
32.9K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
94+ 0.76% |
$1.8K - $2.24K
|
12.5K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
91+ 0.3% |
$1.74K - $2.17K
|
30.7K
$789K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 1.34% |
$1.74K - $2.17K
|
6.88K
$177K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
87+ 0.04% |
$1.66K - $2.07K
|
197K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
87+ 0.3% |
$1.66K - $2.07K
|
29.5K
$760K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$1.6K - $2K
|
84
$2.16K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
83+ 0.39% |
$1.59K - $1.98K
|
21.5K
$554K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
81+ 0.34% |
$1.55K - $1.93K
|
24K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
79+ 0.7% |
$1.51K - $1.88K
|
11.3K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$1.47K - $1.83K
|
26.2K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
76+ 0.29% |
$1.45K - $1.81K
|
26K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
75+ 0.2% |
$1.43K - $1.79K
|
37.9K
$976K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.22% |
$1.24K - $1.55K
|
29.2K
$751K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
63+ 0.17% |
$1.2K - $1.5K
|
36.8K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.15K - $1.43K
|
60
$1.54K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 1.58% |
$1.15K - $1.43K
|
3.85K
$99K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 0.25% |
$1.11K - $1.38K
|
23.3K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
56+ 0.3% |
$1.07K - $1.33K
|
18.9K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
53+ 0.3% |
$1.01K - $1.26K
|
17.9K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
51+ 0.3% |
$974 - $1.22K
|
17.3K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 0.32% |
$955 - $1.19K
|
15.8K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
50+ 0.04% |
$955 - $1.19K
|
120K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
50+ 0.29% |
$955 - $1.19K
|
17.1K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50+ 0.28% |
$955 - $1.19K
|
18K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 0.41% |
$936 - $1.17K
|
11.9K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
48New |
$917 - $1.14K
|
48
$1.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 29.94% |
$898 - $1.12K
|
204
$5.25K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
46+ 0.25% |
$879 - $1.1K
|
18.6K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
46+ 0.28% |
$879 - $1.1K
|
16.6K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
46+ 0.11% |
$879 - $1.1K
|
42.2K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
45+ 0.3% |
$860 - $1.07K
|
15.3K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.48% |
$860 - $1.07K
|
9.41K
$242K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
45+ 0.26% |
$860 - $1.07K
|
17.3K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.9K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.4K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
44+ 0.63% |
$840 - $1.05K
|
7.04K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
44+ 0.12% |
$840 - $1.05K
|
35.7K
$920K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
44+ 0.25% |
$840 - $1.05K
|
17.4K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
43+ 0.25% |
$821 - $1.02K
|
17.6K
$452K
|