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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
147K+ 338.86% |
$2.8M - $3.49M
|
190K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 458.83% |
$2.74M - $3.42M
|
175K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 5.48% |
$2.63M - $3.28M
|
2.65M
$68.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
136K+ 6.46% |
$2.59M - $3.23M
|
2.24M
$57.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
132K+ 189.24% |
$2.53M - $3.15M
|
202K
$5.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
122K+ 1.95% |
$2.34M - $2.92M
|
6.41M
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
116K+ 505.86% |
$2.22M - $2.77M
|
139K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
111K+ 43.64% |
$2.11M - $2.64M
|
364K
$9.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 3.42% |
$2.05M - $2.56M
|
3.25M
$83.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
106K+ 107.15% |
$2.02M - $2.52M
|
205K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95.2K+ 1895.36% |
$1.82M - $2.27M
|
100K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
93.9K+ 5.6% |
$1.79M - $2.24M
|
1.77M
$45.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
93.5K+ 4.0% |
$1.79M - $2.23M
|
2.43M
$62.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
90.5K+ 35.66% |
$1.73M - $2.16M
|
344K
$8.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
90K+ 35.69% |
$1.72M - $2.14M
|
342K
$8.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87.4KNew |
$1.67M - $2.08M
|
87.4K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85.9K+ 4.2% |
$1.64M - $2.05M
|
2.13M
$54.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
85K+ 4.26% |
$1.62M - $2.03M
|
2.08M
$53.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.7K+ 3.13% |
$1.6M - $1.99M
|
2.76M
$71M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82.9K+ 15.17% |
$1.58M - $1.98M
|
629K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 6.68% |
$1.58M - $1.97M
|
1.32M
$34M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$1.55M - $1.93M
|
81K
$2.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77.6KNew |
$1.48M - $1.85M
|
77.6K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.9KNew |
$1.47M - $1.83M
|
76.9K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
76.8K+ 2337.4% |
$1.47M - $1.83M
|
80.1K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.8KNew |
$1.47M - $1.83M
|
76.8K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76.6K+ 15.58% |
$1.46M - $1.83M
|
568K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
75.7K+ 386.9% |
$1.45M - $1.81M
|
95.3K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
75.1K+ 257.56% |
$1.43M - $1.79M
|
104K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
72.4K+ 196.37% |
$1.38M - $1.72M
|
109K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
69.3K+ 87.86% |
$1.32M - $1.65M
|
148K
$3.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
66.7K+ 85.46% |
$1.27M - $1.59M
|
145K
$3.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66.2K+ 20.63% |
$1.27M - $1.58M
|
387K
$9.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$1.26M - $1.57M
|
66K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
64.9KNew |
$1.24M - $1.55M
|
64.9K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 31.87% |
$1.21M - $1.51M
|
263K
$6.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61.3K+ 2.47% |
$1.17M - $1.46M
|
2.55M
$65.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
60.6K+ 35.67% |
$1.16M - $1.45M
|
231K
$5.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60.2K+ 87.56% |
$1.15M - $1.43M
|
129K
$3.32M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
57.9K+ 43.82% |
$1.11M - $1.38M
|
190K
$4.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.9K+ 52.13% |
$1.09M - $1.35M
|
166K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
54.9K+ 4.27% |
$1.05M - $1.31M
|
1.34M
$34.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
53.4KNew |
$1.02M - $1.27M
|
53.4K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
52.8K+ 244.88% |
$1.01M - $1.26M
|
74.3K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52K+ 1.68% |
$992K - $1.24M
|
3.15M
$81M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
51KNew |
$973K - $1.21M
|
51K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.7K+ 7.41% |
$912K - $1.14M
|
692K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.3K+ 8.04% |
$903K - $1.13M
|
635K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.7K+ 68.02% |
$892K - $1.11M
|
115K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
46.1K+ 12.23% |
$881K - $1.1M
|
424K
$10.9M
|