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 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-427K- 2.47% |
$8.15M - $10.2M
|
16.8M
$433M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-465K- 98.05% |
$8.88M - $11.1M
|
9.26K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-469K- 30.24% |
$8.95M - $11.2M
|
1.08M
$27.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-508K- 13.67% |
$9.69M - $12.1M
|
3.21M
$82.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562K- 6.24% |
$10.7M - $13.4M
|
8.45M
$217M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-693K- 50.0% |
$13.2M - $16.5M
|
693K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-831K- 64.78% |
$15.9M - $19.8M
|
452K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.75M- 49.67% |
$33.5M - $41.8M
|
1.78M
$45.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.07M- 3.54% |
$39.4M - $49.2M
|
56.4M
$1.45B
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-2.27M- 70.92% |
$43.4M - $54.1M
|
931K
$24M
|