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
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45.5K- 15.03% |
$869K - $1.08M
|
257K
$6.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50.6K- 1.98% |
$966K - $1.21M
|
2.51M
$64.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.4K- 9.01% |
$982K - $1.23M
|
519K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-52.9K- 5.03% |
$1.01M - $1.26M
|
998K
$25.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-54.6K- 41.4% |
$1.04M - $1.3M
|
77.3K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 48.38% |
$1.1M - $1.37M
|
61.4K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-58.4K- 5.02% |
$1.12M - $1.39M
|
1.1M
$28.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.4K- 20.88% |
$1.12M - $1.39M
|
221K
$5.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-59.5K- 98.43% |
$1.14M - $1.42M
|
950
$24.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-60.5K- 5.7% |
$1.16M - $1.44M
|
1M
$25.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-68.4K- 8.47% |
$1.31M - $1.63M
|
739K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-69.1K- 1.61% |
$1.32M - $1.65M
|
4.22M
$109M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-75.1K- 12.91% |
$1.43M - $1.79M
|
507K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-79.7K- 54.87% |
$1.52M - $1.9M
|
65.6K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-80.1K- 7.97% |
$1.53M - $1.91M
|
924K
$23.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-81.9K- 2.91% |
$1.57M - $1.95M
|
2.74M
$70.5M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-82.5K- 49.43% |
$1.58M - $1.97M
|
84.4K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-84.1K- 24.59% |
$1.61M - $2M
|
258K
$6.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-86.3K- 14.3% |
$1.65M - $2.06M
|
517K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-90.7K- 50.26% |
$1.73M - $2.16M
|
89.8K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-93.6K- 88.09% |
$1.79M - $2.23M
|
12.7K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-94.4K- 5.07% |
$1.8M - $2.25M
|
1.77M
$45.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-96.4K- 5.99% |
$1.84M - $2.3M
|
1.51M
$38.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-99.2K- 4.67% |
$1.89M - $2.36M
|
2.03M
$52.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-104K- 1.66% |
$1.99M - $2.48M
|
6.17M
$159M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-121K- 39.45% |
$2.31M - $2.88M
|
185K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-126K- 89.01% |
$2.4M - $3M
|
15.5K
$399K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-126K- 25.5% |
$2.41M - $3.01M
|
369K
$9.51M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-147K- 5.31% |
$2.8M - $3.49M
|
2.62M
$67.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-149K- 52.13% |
$2.85M - $3.55M
|
137K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-150K- 74.33% |
$2.86M - $3.57M
|
51.8K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-168K- 16.57% |
$3.2M - $4M
|
844K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-185K- 49.49% |
$3.54M - $4.41M
|
189K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186K- 4.78% |
$3.55M - $4.42M
|
3.7M
$95.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-192K- 88.61% |
$3.67M - $4.58M
|
24.7K
$635K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-196K- 2.47% |
$3.75M - $4.68M
|
7.74M
$199M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-240K- 2.67% |
$4.59M - $5.73M
|
8.78M
$226M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-241K- 13.55% |
$4.6M - $5.74M
|
1.54M
$39.6M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-245K- 8.41% |
$4.68M - $5.83M
|
2.66M
$68.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-245K- 70.89% |
$4.68M - $5.84M
|
101K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-246K- 26.32% |
$4.7M - $5.86M
|
689K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-248K- 29.89% |
$4.73M - $5.91M
|
582K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-254K- 37.92% |
$4.85M - $6.05M
|
415K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-304K- 33.42% |
$5.8M - $7.23M
|
605K
$15.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-316K- 4.97% |
$6.04M - $7.53M
|
6.05M
$156M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-367K- 95.8% |
$7.01M - $8.75M
|
16.1K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-369K- 8.35% |
$7.05M - $8.8M
|
4.05M
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-387K- 69.45% |
$7.39M - $9.22M
|
170K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-403K- 91.43% |
$7.69M - $9.6M
|
37.8K
$972K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-417K- 21.42% |
$7.97M - $9.94M
|
1.53M
$39.4M
|