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 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.75K- 8.98% |
$33.5K - $41.8K
|
17.8K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-1.76K- 0.56% |
$33.5K - $41.8K
|
314K
$8.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 11.87% |
$33.6K - $41.9K
|
13.1K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.8K- 1.72% |
$34.4K - $42.9K
|
103K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.82K- 1.64% |
$34.8K - $43.4K
|
109K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.83K- 9.07% |
$35K - $43.6K
|
18.4K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.87K- 0.42% |
$35.8K - $44.6K
|
446K
$11.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.89K- 12.6% |
$36K - $44.9K
|
13.1K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 3.76% |
$37K - $46.1K
|
49.6K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.95K- 4.67% |
$37.2K - $46.5K
|
39.8K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.01K- 10.99% |
$38.5K - $48K
|
16.3K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.02K- 1.63% |
$38.5K - $48K
|
121K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.02K- 0.81% |
$38.6K - $48.2K
|
247K
$6.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.05K- 9.9% |
$39.2K - $48.9K
|
18.7K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.1K- 0.71% |
$40.1K - $50K
|
292K
$7.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.12K- 8.9% |
$40.5K - $50.5K
|
21.7K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.13K- 0.59% |
$40.7K - $50.8K
|
359K
$9.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.16K- 1.16% |
$41.3K - $51.6K
|
185K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 15.06% |
$42.6K - $53.1K
|
12.6K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.26K- 2.19% |
$43.1K - $53.8K
|
101K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$932K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$932K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.35K- 2.12% |
$44.9K - $56K
|
109K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.35K- 1.81% |
$45K - $56.1K
|
128K
$3.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.38K- 13.03% |
$45.5K - $56.8K
|
15.9K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.41K- 0.68% |
$46.1K - $57.5K
|
353K
$9.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.45K- 9.26% |
$46.7K - $58.3K
|
24K
$617K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.45K- 0.82% |
$46.8K - $58.3K
|
297K
$7.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.46K- 1.0% |
$47K - $58.7K
|
245K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.49K- 15.48% |
$47.6K - $59.4K
|
13.6K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.5K- 4.85% |
$47.8K - $59.6K
|
49.1K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.52K- 2.25% |
$48.2K - $60.1K
|
109K
$2.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.54K- 0.63% |
$48.4K - $60.4K
|
401K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.55K- 6.09% |
$48.7K - $60.7K
|
39.3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-2.6K- 4.39% |
$49.6K - $61.8K
|
56.6K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 18.95% |
$50.9K - $63.5K
|
11.4K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2.69K- 8.57% |
$51.4K - $64.1K
|
28.7K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.72K- 5.05% |
$52K - $64.9K
|
51.2K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.78K- 8.55% |
$53.1K - $66.3K
|
29.8K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.89K- 13.48% |
$55.1K - $68.7K
|
18.5K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.89K- 1.54% |
$55.3K - $69K
|
185K
$4.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.91K- 5.18% |
$55.5K - $69.3K
|
53.2K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.95K- 4.79% |
$56.3K - $70.2K
|
58.6K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.03K- 9.71% |
$57.9K - $72.2K
|
28.2K
$725K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-3.1K- 1.99% |
$59.1K - $73.8K
|
152K
$3.92M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 18.24% |
$59.2K - $73.8K
|
13.9K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-3.13K- 23.33% |
$59.7K - $74.5K
|
10.3K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.17K- 26.19% |
$60.5K - $75.5K
|
8.93K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.23K- 0.32% |
$61.6K - $76.9K
|
1M
$25.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.25K- 0.99% |
$62.1K - $77.4K
|
326K
$8.38M
|