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 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15.1K- 2.58% |
$288K - $360K
|
570K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-15.2K- 6.94% |
$291K - $363K
|
204K
$5.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.1K- 19.0% |
$308K - $384K
|
68.8K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-16.2K- 19.45% |
$309K - $385K
|
66.9K
$1.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-16.3K- 4.78% |
$312K - $389K
|
325K
$8.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-16.4K- 2.57% |
$314K - $392K
|
624K
$16.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-16.5K- 12.44% |
$315K - $393K
|
116K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-17.1K- 64.74% |
$327K - $408K
|
9.33K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 15.97% |
$348K - $434K
|
95.8K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-18.2K- 50.63% |
$348K - $434K
|
17.8K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-18.3K- 5.31% |
$350K - $437K
|
327K
$8.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.4K- 43.0% |
$351K - $438K
|
24.3K
$626K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-19.4K- 5.58% |
$370K - $461K
|
328K
$8.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-19.5K- 48.67% |
$373K - $465K
|
20.6K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 2.64% |
$393K - $490K
|
758K
$19.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21K- 6.57% |
$401K - $500K
|
298K
$7.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-21.6K- 41.99% |
$412K - $515K
|
29.8K
$768K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21.6K- 4.02% |
$413K - $515K
|
516K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-21.7K- 18.08% |
$415K - $518K
|
98.5K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-21.9K- 11.83% |
$418K - $522K
|
163K
$4.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22K- 69.26% |
$420K - $524K
|
9.75K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-22K- 3.22% |
$420K - $524K
|
662K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22.3K- 91.19% |
$426K - $531K
|
2.15K
$55.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 8.69% |
$433K - $541K
|
238K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22.8K- 13.7% |
$435K - $542K
|
143K
$3.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-23.7K- 15.29% |
$453K - $565K
|
131K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-25.3K- 7.33% |
$484K - $604K
|
321K
$8.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.5K- 20.52% |
$488K - $609K
|
99K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-27.2K- 2.34% |
$519K - $647K
|
1.14M
$29.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.6K- 3.1% |
$527K - $658K
|
863K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-27.6K- 15.67% |
$527K - $658K
|
149K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-28.1K- 10.75% |
$536K - $669K
|
233K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.1K- 4.1% |
$537K - $671K
|
659K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-28.3K- 22.16% |
$541K - $675K
|
99.4K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-28.4K- 12.36% |
$543K - $677K
|
202K
$5.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-28.5K- 19.12% |
$543K - $678K
|
120K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.9K- 53.58% |
$628K - $784K
|
28.5K
$733K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-33.2K- 6.43% |
$633K - $790K
|
483K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.6K- 2.59% |
$699K - $872K
|
1.38M
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-36.9K- 1.34% |
$704K - $878K
|
2.72M
$70M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-38.3K- 34.53% |
$731K - $912K
|
72.5K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-39.1K- 19.85% |
$747K - $932K
|
158K
$4.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-39.1K- 3.72% |
$747K - $932K
|
1.01M
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-39.5K- 18.31% |
$755K - $942K
|
176K
$4.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-39.7K- 10.99% |
$759K - $947K
|
322K
$8.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.5K- 1.42% |
$774K - $966K
|
2.81M
$72.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-41.3K- 11.3% |
$788K - $983K
|
324K
$8.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-43.7K- 2.6% |
$835K - $1.04M
|
1.64M
$42.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-43.9K- 26.51% |
$838K - $1.05M
|
122K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-44.6K- 9.0% |
$853K - $1.06M
|
451K
$11.6M
|