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 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 0.29% |
$783 - $977
|
14.1K
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.1% |
$764 - $953
|
41.5K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.08% |
$745 - $929
|
49.8K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.02% |
$726 - $906
|
233K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
38+ 0.27% |
$726 - $906
|
14.3K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
38+ 0.3% |
$726 - $906
|
12.9K
$331K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$707 - $882
|
14.1K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
36+ 0.06% |
$688 - $858
|
63.7K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 0.16% |
$669 - $834
|
22K
$565K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
35+ 0.29% |
$669 - $834
|
11.9K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.29% |
$649 - $810
|
11.8K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.12% |
$611 - $763
|
26.9K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.09% |
$611 - $763
|
34.5K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.27% |
$592 - $739
|
11.6K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30+ 0.3% |
$573 - $715
|
10.1K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 0.16% |
$573 - $715
|
18.6K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
30+ 0.3% |
$573 - $715
|
10.2K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 0.09% |
$554 - $691
|
32.9K
$848K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 0.21% |
$554 - $691
|
13.7K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
29+ 0.3% |
$554 - $691
|
9.67K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28+ 0.29% |
$535 - $667
|
9.64K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
28+ 0.27% |
$535 - $667
|
10.4K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.29% |
$516 - $643
|
9.37K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 2.55% |
$497 - $620
|
1.05K
$26.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
26+ 0.11% |
$497 - $620
|
24K
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.04% |
$478 - $596
|
66.7K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
25+ 0.04% |
$478 - $596
|
59.4K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
22New |
$420 - $524
|
22
$566
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.18% |
$420 - $524
|
12.4K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 0.14% |
$382 - $477
|
14.1K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
20+ 0.04% |
$382 - $477
|
51.5K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19New |
$363 - $453
|
19
$489
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.6% |
$344 - $429
|
3K
$77.1K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17+ 0.07% |
$325 - $405
|
25.2K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$325 - $405
|
16.3K
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$306 - $381
|
24.8K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16+ 0.0% |
$306 - $381
|
388K
$9.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
16+ 0.29% |
$306 - $381
|
5.52K
$142K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$287 - $357
|
23.5K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14New |
$267 - $334
|
14
$360
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13+ 11.21% |
$248 - $310
|
129
$3.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$248 - $310
|
10.6K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$210 - $262
|
15.7K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10+ 0.27% |
$191 - $238
|
3.67K
$94.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
9+ 0.03% |
$172 - $214
|
34.1K
$878K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.04% |
$172 - $214
|
20.7K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$153 - $191
|
2.56K
$65.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.04% |
$153 - $191
|
21.5K
$552K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.03% |
$153 - $191
|
25.8K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 0.33% |
$153 - $191
|
2.43K
$62.6K
|