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 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-3.47K- 7.83% |
$66.2K - $82.6K
|
40.8K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.5K- 1.78% |
$66.8K - $83.4K
|
193K
$4.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.53K- 0.6% |
$67.4K - $84.1K
|
583K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.57K- 1.79% |
$68.1K - $85K
|
196K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.6K- 3.52% |
$68.7K - $85.7K
|
98.7K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.84K- 3.81% |
$73.3K - $91.5K
|
96.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.86K- 1.83% |
$73.7K - $91.9K
|
207K
$5.32M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.88K- 0.8% |
$74.1K - $92.4K
|
478K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-3.89K- 9.53% |
$74.2K - $92.6K
|
36.9K
$950K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.89K- 1.55% |
$74.3K - $92.7K
|
246K
$6.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.9K- 15.87% |
$74.5K - $93K
|
20.7K
$532K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.92K- 25.53% |
$74.9K - $93.4K
|
11.4K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.93K- 0.63% |
$75.1K - $93.7K
|
619K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.94K- 13.03% |
$75.3K - $93.9K
|
26.3K
$677K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.03K- 1.32% |
$77K - $96.1K
|
302K
$7.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.07K- 7.1% |
$77.6K - $96.9K
|
53.2K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.07K- 2.35% |
$77.7K - $97K
|
169K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.16K- 1.0% |
$79.4K - $99.1K
|
412K
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.18K- 0.66% |
$79.8K - $99.5K
|
625K
$16.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.19K- 1.95% |
$79.9K - $99.7K
|
211K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.25K- 11.99% |
$81.2K - $101K
|
31.2K
$803K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.35K- 2.93% |
$83K - $104K
|
144K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.47K- 1.64% |
$85.3K - $106K
|
269K
$6.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.56K- 14.54% |
$87.1K - $109K
|
26.8K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.56K- 3.74% |
$87.1K - $109K
|
117K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.59K- 3.68% |
$87.6K - $109K
|
120K
$3.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.79K- 4.98% |
$91.5K - $114K
|
91.4K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.85K- 31.11% |
$92.6K - $116K
|
10.7K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.04K- 1.44% |
$96.2K - $120K
|
346K
$8.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-5.04K- 2.42% |
$96.3K - $120K
|
203K
$5.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.1K- 8.0% |
$97.3K - $121K
|
58.6K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.3K- 21.82% |
$101K - $126K
|
19K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.36K- 5.94% |
$102K - $128K
|
84.8K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.39K- 2.59% |
$103K - $128K
|
203K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.41K- 6.98% |
$103K - $129K
|
72.1K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.47K- 1.19% |
$104K - $130K
|
454K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.49K- 11.58% |
$105K - $131K
|
41.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.63K- 5.44% |
$108K - $134K
|
97.8K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-5.75K- 3.43% |
$110K - $137K
|
162K
$4.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.81K- 27.35% |
$111K - $138K
|
15.4K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.25K- 9.55% |
$119K - $149K
|
59.2K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-6.28K- 26.09% |
$120K - $150K
|
17.8K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-6.48K- 2.46% |
$124K - $154K
|
257K
$6.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-6.7K- 4.03% |
$128K - $160K
|
159K
$4.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-6.74K- 22.14% |
$129K - $161K
|
23.7K
$610K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6.89K- 3.17% |
$132K - $164K
|
211K
$5.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.94K- 5.56% |
$133K - $165K
|
118K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-6.95K- 26.58% |
$133K - $166K
|
19.2K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.04K- 10.12% |
$134K - $168K
|
62.5K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.05K- 2.08% |
$135K - $168K
|
333K
$8.57M
|