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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-276- 1.6% |
$5.27K - $6.58K
|
17K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-283- 0.78% |
$5.41K - $6.74K
|
35.8K
$921K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-285- 1.52% |
$5.44K - $6.79K
|
18.5K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-293- 0.53% |
$5.6K - $6.98K
|
55.4K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-312- 0.89% |
$5.96K - $7.43K
|
34.9K
$898K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 0.41% |
$6.21K - $7.74K
|
78.8K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-332- 2.62% |
$6.34K - $7.91K
|
12.4K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-335- 13.96% |
$6.4K - $7.98K
|
2.07K
$53.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-348- 2.61% |
$6.65K - $8.29K
|
13K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-352- 0.27% |
$6.72K - $8.39K
|
129K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-374- 2.87% |
$7.14K - $8.91K
|
12.6K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-398- 2.86% |
$7.6K - $9.48K
|
13.5K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-400- 0.1% |
$7.64K - $9.53K
|
410K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-400- 2.63% |
$7.64K - $9.53K
|
14.8K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-401- 0.69% |
$7.66K - $9.56K
|
57.5K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-412- 0.21% |
$7.87K - $9.82K
|
200K
$5.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-414- 0.17% |
$7.91K - $9.87K
|
250K
$6.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-429- 3.05% |
$8.19K - $10.2K
|
13.6K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-445- 1.94% |
$8.5K - $10.6K
|
22.5K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-446- 2.39% |
$8.52K - $10.6K
|
18.2K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-459- 0.75% |
$8.77K - $10.9K
|
60.7K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-498- 1.71% |
$9.51K - $11.9K
|
28.6K
$735K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-500- 0.64% |
$9.55K - $11.9K
|
77.4K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 0.22% |
$9.55K - $11.9K
|
227K
$5.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-501- 0.81% |
$9.57K - $11.9K
|
61.1K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-505- 1.06% |
$9.65K - $12K
|
47.3K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-509- 0.49% |
$9.72K - $12.1K
|
104K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-520- 0.81% |
$9.93K - $12.4K
|
64K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-525- 4.37% |
$10K - $12.5K
|
11.5K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-541- 1.33% |
$10.3K - $12.9K
|
40.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-544- 2.45% |
$10.4K - $13K
|
21.6K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-544- 1.72% |
$10.4K - $13K
|
31K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-546- 0.79% |
$10.4K - $13K
|
68.8K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-550- 0.07% |
$10.5K - $13.1K
|
761K
$19.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-563- 1.42% |
$10.8K - $13.4K
|
39.2K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-582- 0.43% |
$11.1K - $13.9K
|
135K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-603- 0.46% |
$11.5K - $14.4K
|
130K
$3.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-606- 0.18% |
$11.6K - $14.4K
|
342K
$8.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-610- 2.35% |
$11.7K - $14.5K
|
25.4K
$653K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-611- 0.61% |
$11.7K - $14.6K
|
100K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-612- 4.76% |
$11.7K - $14.6K
|
12.2K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-631- 6.93% |
$12.1K - $15K
|
8.48K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-645- 3.34% |
$12.3K - $15.4K
|
18.7K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-680- 4.62% |
$13K - $16.2K
|
14.1K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-690- 2.85% |
$13.2K - $16.4K
|
23.5K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-693- 0.29% |
$13.2K - $16.5K
|
240K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-703- 1.0% |
$13.4K - $16.8K
|
69.7K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-753- 2.95% |
$14.4K - $17.9K
|
24.7K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-756- 2.22% |
$14.4K - $18K
|
33.3K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-796- 2.52% |
$15.2K - $19K
|
30.8K
$793K
|