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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-822- 0.25% |
$15.7K - $19.6K
|
332K
$8.54M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-862- 2.68% |
$16.5K - $20.5K
|
31.3K
$806K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-862- 0.73% |
$16.5K - $20.5K
|
118K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-871- 1.05% |
$16.6K - $20.8K
|
82.3K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-891- 1.02% |
$17K - $21.2K
|
86.5K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-900- 1.26% |
$17.2K - $21.4K
|
70.6K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-913- 0.71% |
$17.4K - $21.8K
|
127K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-914- 5.89% |
$17.5K - $21.8K
|
14.6K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-926- 1.01% |
$17.7K - $22.1K
|
91.1K
$2.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-942- 2.19% |
$18K - $22.4K
|
42.1K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-960- 0.7% |
$18.3K - $22.9K
|
136K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-967- 1.49% |
$18.5K - $23K
|
64K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-980- 2.39% |
$18.7K - $23.4K
|
40K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-982- 0.5% |
$18.8K - $23.4K
|
194K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1K- 0.66% |
$19.2K - $23.9K
|
150K
$3.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.04K- 1.06% |
$19.8K - $24.7K
|
97K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.04K- 6.24% |
$19.9K - $24.9K
|
15.7K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 10.31% |
$20.1K - $25K
|
9.14K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05K- 0.58% |
$20.1K - $25K
|
180K
$4.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 0.89% |
$20.7K - $25.8K
|
120K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.24% |
$21.1K - $26.3K
|
87.6K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.13K- 1.08% |
$21.6K - $26.9K
|
103K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.14K- 1.1% |
$21.7K - $27.1K
|
102K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.15K- 9.68% |
$21.9K - $27.4K
|
10.7K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 2.26% |
$22.1K - $27.5K
|
50K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 4.53% |
$22.1K - $27.6K
|
24.4K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.24K- 1.42% |
$23.6K - $29.5K
|
86K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.26K- 12.7% |
$24K - $30K
|
8.65K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.26K- 10.16% |
$24.1K - $30K
|
11.1K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.27K- 7.07% |
$24.3K - $30.3K
|
16.7K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.54% |
$24.6K - $30.6K
|
21.9K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 6.02% |
$24.9K - $31K
|
20.3K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.33K- 4.36% |
$25.4K - $31.6K
|
29.2K
$750K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-1.35K- 9.15% |
$25.7K - $32.1K
|
13.4K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.37K- 7.86% |
$26.1K - $32.5K
|
16K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 1.38% |
$26.2K - $32.7K
|
98.2K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.4K- 3.39% |
$26.7K - $33.4K
|
39.8K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43K- 70.44% |
$27.3K - $34.1K
|
600
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.49K- 10.24% |
$28.5K - $35.6K
|
13.1K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.53K- 14.52% |
$29.2K - $36.4K
|
8.99K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.56K- 1.13% |
$29.8K - $37.2K
|
137K
$3.53M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.56K- 6.05% |
$29.9K - $37.2K
|
24.3K
$624K
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.56K- 10.13% |
$29.9K - $37.2K
|
13.9K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.58K- 4.1% |
$30.2K - $37.7K
|
37K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.96% |
$30.5K - $38.1K
|
52.4K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.61K- 2.49% |
$30.7K - $38.3K
|
63K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.62K- 6.22% |
$30.9K - $38.6K
|
24.4K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.67K- 4.33% |
$31.9K - $39.8K
|
36.9K
$950K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.69K- 9.91% |
$32.2K - $40.2K
|
15.3K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.73K- 8.48% |
$33K - $41.2K
|
18.7K
$480K
|