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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.06K- 6.15% |
$135K - $168K
|
108K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.09K- 7.89% |
$135K - $169K
|
82.7K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.1K- 0.67% |
$136K - $169K
|
1.05M
$26.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.25K- 2.62% |
$138K - $173K
|
270K
$6.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.27K- 9.3% |
$139K - $173K
|
70.9K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.29K- 11.78% |
$139K - $174K
|
54.6K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-7.36K- 0.75% |
$141K - $175K
|
980K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7.4K- 22.89% |
$141K - $176K
|
24.9K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.56K- 12.13% |
$144K - $180K
|
54.8K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-7.68K- 1.61% |
$147K - $183K
|
469K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7.75K- 2.8% |
$148K - $185K
|
269K
$6.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-7.77K- 23.29% |
$148K - $185K
|
25.6K
$658K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.88K- 23.63% |
$150K - $188K
|
25.4K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.07K- 4.48% |
$154K - $192K
|
172K
$4.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8.09K- 0.94% |
$154K - $193K
|
853K
$22M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.23K- 10.68% |
$157K - $196K
|
68.8K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.44K- 1.56% |
$161K - $201K
|
532K
$13.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.81K- 22.55% |
$168K - $210K
|
30.3K
$778K
|
|
|
Aug 12, 2025
Q2 2025
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-9K- 23.08% |
$172K - $214K
|
30K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.02K- 38.22% |
$172K - $215K
|
14.6K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.04K- 13.57% |
$173K - $215K
|
57.6K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-9.63K- 6.25% |
$184K - $229K
|
144K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-9.66K- 0.2% |
$184K - $230K
|
4.88M
$126M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.68K- 23.7% |
$185K - $231K
|
31.2K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.93K- 9.43% |
$190K - $237K
|
95.4K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10K- 47.88% |
$192K - $239K
|
10.9K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-10.2K- 6.89% |
$195K - $243K
|
138K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10.2K- 1.08% |
$195K - $243K
|
936K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.3K- 50.0% |
$196K - $245K
|
10.3K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-10.5K- 10.64% |
$200K - $250K
|
88.1K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-10.5K- 6.03% |
$201K - $251K
|
164K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10.8K- 5.16% |
$207K - $258K
|
199K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 7.74% |
$208K - $259K
|
130K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 8.18% |
$217K - $270K
|
127K
$3.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.4K- 25.4% |
$217K - $271K
|
33.4K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11.5K- 0.98% |
$219K - $273K
|
1.16M
$29.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 2.7% |
$219K - $274K
|
414K
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12.7K- 1.07% |
$242K - $302K
|
1.18M
$30.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.7K- 11.59% |
$243K - $303K
|
96.9K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 3.16% |
$249K - $310K
|
399K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.3K- 5.51% |
$255K - $318K
|
229K
$5.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.6K- 20.82% |
$259K - $323K
|
51.6K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.6K- 50.88% |
$259K - $323K
|
13.1K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-14K- 6.17% |
$267K - $333K
|
212K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-14.1K- 21.92% |
$269K - $336K
|
50.2K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14.7K- 1.76% |
$281K - $350K
|
822K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-14.7K- 2.77% |
$281K - $350K
|
516K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.8K- 2.06% |
$283K - $353K
|
704K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.9K- 10.73% |
$285K - $355K
|
124K
$3.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-15K- 19.94% |
$286K - $357K
|
60.1K
$1.55M
|