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 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 0.06% |
$439 - $548
|
35.5K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.02% |
$478 - $596
|
156K
$4M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 16.11% |
$554 - $691
|
151
$3.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-41- 0.18% |
$783 - $977
|
22.4K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.02% |
$821 - $1.02K
|
197K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44- 0.07% |
$840 - $1.05K
|
59.1K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 6.11% |
$860 - $1.07K
|
691
$17.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.15% |
$955 - $1.19K
|
33.1K
$852K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-51- 0.03% |
$974 - $1.22K
|
159K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-61- 0.07% |
$1.17K - $1.45K
|
89.5K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-75- 0.31% |
$1.43K - $1.79K
|
24.1K
$620K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-76- 0.24% |
$1.45K - $1.81K
|
32K
$823K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-83- 0.04% |
$1.59K - $1.98K
|
191K
$4.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-87- 0.25% |
$1.66K - $2.07K
|
34K
$876K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-90- 0.07% |
$1.72K - $2.14K
|
129K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 0.58% |
$1.72K - $2.14K
|
15.5K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 0.05% |
$1.74K - $2.17K
|
173K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-92- 0.48% |
$1.76K - $2.19K
|
19.2K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-93- 0.07% |
$1.78K - $2.22K
|
132K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-94- 0.48% |
$1.8K - $2.24K
|
19.3K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-97- 1.01% |
$1.85K - $2.31K
|
9.46K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-98- 0.25% |
$1.87K - $2.34K
|
39.1K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-114- 0.15% |
$2.18K - $2.72K
|
77.5K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-114- 0.53% |
$2.18K - $2.72K
|
21.4K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-117- 0.12% |
$2.23K - $2.79K
|
101K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-127- 8.16% |
$2.43K - $3.03K
|
1.43K
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-128- 0.19% |
$2.44K - $3.05K
|
66.2K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-145- 0.16% |
$2.77K - $3.46K
|
91.2K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-153- 1.51% |
$2.92K - $3.65K
|
9.97K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-153- 0.18% |
$2.92K - $3.65K
|
85.6K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-154- 0.28% |
$2.94K - $3.67K
|
55.6K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-163- 1.27% |
$3.11K - $3.88K
|
12.7K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-175- 0.15% |
$3.34K - $4.17K
|
118K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 0.51% |
$3.34K - $4.17K
|
34K
$875K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-189- 1.39% |
$3.61K - $4.5K
|
13.4K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-195- 0.14% |
$3.72K - $4.65K
|
140K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-202- 0.58% |
$3.86K - $4.81K
|
34.6K
$891K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-210- 0.92% |
$4.01K - $5K
|
22.5K
$579K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-210- 1.12% |
$4.01K - $5K
|
18.5K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-211- 0.44% |
$4.03K - $5.03K
|
47.4K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-220- 8.15% |
$4.2K - $5.24K
|
2.48K
$63.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-221- 24.94% |
$4.22K - $5.27K
|
665
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-221- 2.6% |
$4.22K - $5.27K
|
8.29K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-222- 1.12% |
$4.24K - $5.29K
|
19.6K
$503K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-253- 1.05% |
$4.83K - $6.03K
|
23.9K
$616K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-253- 2.52% |
$4.83K - $6.03K
|
9.77K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-257- 1.38% |
$4.91K - $6.12K
|
18.4K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-260- 1.2% |
$4.97K - $6.2K
|
21.5K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-265- 15.92% |
$5.06K - $6.31K
|
1.4K
$36K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-272- 0.99% |
$5.2K - $6.48K
|
27.2K
$700K
|