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
|
Wfa Of San Diego, LLC
|
BUY
|
- |
44.7K+ 138.51% |
$853K - $1.06M
|
76.9K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
44.1K+ 118.46% |
$843K - $1.05M
|
81.4K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
43.9K+ 0.51% |
$839K - $1.05M
|
8.66M
$223M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
43.3K+ 76.46% |
$828K - $1.03M
|
100K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.1K+ 17.62% |
$786K - $980K
|
275K
$7.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 74.33% |
$736K - $918K
|
90.3K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
37.5K+ 63.63% |
$716K - $893K
|
96.4K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.5K+ 0.45% |
$716K - $893K
|
8.28M
$213M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36K+ 1.32% |
$688K - $858K
|
2.77M
$71.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
35.8K+ 4.31% |
$683K - $852K
|
866K
$22.3M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35.2K+ 69.92% |
$673K - $840K
|
85.7K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
34.9K+ 3.31% |
$666K - $831K
|
1.09M
$28M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9K+ 17.86% |
$666K - $831K
|
230K
$5.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.3K+ 3.09% |
$655K - $817K
|
1.14M
$29.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
33.6K+ 17.8% |
$642K - $801K
|
223K
$5.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
33.6K+ 191.66% |
$641K - $800K
|
51.1K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.9K+ 146.42% |
$628K - $784K
|
55.4K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
32.4K+ 2.79% |
$618K - $772K
|
1.19M
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.3K+ 8.96% |
$616K - $769K
|
392K
$10.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 4.85% |
$611K - $762K
|
691K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
31.9K+ 3.36% |
$609K - $760K
|
983K
$25.3M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31.7K+ 63.41% |
$606K - $756K
|
81.7K
$2.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
31K+ 11.59% |
$591K - $738K
|
298K
$7.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30.8K+ 1.3% |
$588K - $734K
|
2.4M
$61.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.8K+ 4.05% |
$588K - $734K
|
791K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
30.7K+ 0.88% |
$586K - $731K
|
3.53M
$90.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.2K+ 3.38% |
$576K - $719K
|
922K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.2K+ 3.36% |
$576K - $719K
|
929K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30.2K+ 16.72% |
$576K - $719K
|
211K
$5.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
29.5KNew |
$564K - $703K
|
29.5K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
28.9KNew |
$553K - $690K
|
28.9K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.5K+ 25.94% |
$543K - $678K
|
138K
$3.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
28.4K+ 4.54% |
$542K - $676K
|
653K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
27.8KNew |
$531K - $662K
|
27.8K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26.7K+ 3.12% |
$510K - $636K
|
881K
$22.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
26.2K+ 26.13% |
$500K - $624K
|
126K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.1K+ 10.3% |
$498K - $621K
|
279K
$7.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.7K+ 0.4% |
$490K - $612K
|
6.5M
$167M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
25.4K+ 52.08% |
$485K - $605K
|
74.1K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
25K+ 20.74% |
$477K - $595K
|
145K
$3.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.6K+ 2.97% |
$469K - $586K
|
852K
$21.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
24.1KNew |
$460K - $574K
|
24.1K
$620K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24.1K+ 1.59% |
$460K - $574K
|
1.54M
$39.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23.8K+ 1.53% |
$455K - $568K
|
1.58M
$40.7M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
23.8K+ 26.47% |
$454K - $566K
|
114K
$2.92M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
23.8K+ 26.47% |
$454K - $566K
|
114K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.6K+ 1.58% |
$451K - $563K
|
1.51M
$39M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22.1KNew |
$423K - $527K
|
22.1K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22KNew |
$420K - $524K
|
22K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.6K+ 3.83% |
$394K - $492K
|
560K
$14.4M
|