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 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.6K+ 155.85% |
$393K - $491K
|
33.8K
$870K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.3K+ 1.87% |
$389K - $485K
|
1.11M
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 4.56% |
$381K - $475K
|
457K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.9K+ 173.57% |
$381K - $475K
|
31.4K
$808K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.7K+ 18.54% |
$377K - $470K
|
126K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
19.2K+ 12.99% |
$367K - $458K
|
167K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
19.2K+ 1.92% |
$367K - $458K
|
1.02M
$26.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
19.1K+ 1.79% |
$364K - $455K
|
1.08M
$27.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.7KNew |
$358K - $446K
|
18.7K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.7K+ 48.29% |
$357K - $445K
|
57.3K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
18.4K+ 13.09% |
$352K - $439K
|
159K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
18.4K+ 117.16% |
$351K - $438K
|
34.1K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 9.83% |
$350K - $436K
|
205K
$5.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.2K+ 9.22% |
$348K - $434K
|
216K
$5.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18K+ 17.41% |
$344K - $429K
|
121K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
18K+ 7.98% |
$343K - $429K
|
243K
$6.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.8K+ 18.63% |
$341K - $425K
|
114K
$2.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17.2K+ 3.27% |
$329K - $410K
|
544K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
17.1K+ 29.2% |
$327K - $408K
|
75.9K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17K+ 175.76% |
$325K - $406K
|
26.7K
$687K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17KNew |
$325K - $405K
|
17K
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17K+ 4.12% |
$324K - $404K
|
429K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17K+ 4.12% |
$324K - $404K
|
429K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.7KNew |
$318K - $397K
|
16.7K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16.4KNew |
$313K - $391K
|
16.4K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.4K+ 3.32% |
$313K - $390K
|
509K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
16.3K+ 1.94% |
$312K - $389K
|
859K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
16.3K+ 1.89% |
$311K - $388K
|
877K
$22.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
16.2K+ 116.18% |
$309K - $386K
|
30.1K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 2.8% |
$304K - $379K
|
585K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 98.08% |
$303K - $378K
|
32K
$823K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15.5K+ 15.44% |
$296K - $370K
|
116K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.5KNew |
$295K - $368K
|
15.5K
$398K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
14.4KNew |
$275K - $344K
|
14.4K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
14.3K+ 3.26% |
$273K - $341K
|
453K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
14.2K+ 24.75% |
$272K - $339K
|
71.7K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
14.2K+ 25.7% |
$271K - $339K
|
69.5K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.2KNew |
$271K - $338K
|
14.2K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13.9K+ 13.46% |
$265K - $330K
|
117K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.7KNew |
$262K - $327K
|
13.7K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.7K+ 133.61% |
$262K - $327K
|
24K
$617K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$260K - $324K
|
13.6K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 15.69% |
$258K - $322K
|
99.7K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.1KNew |
$250K - $312K
|
13.1K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13K+ 117.55% |
$248K - $310K
|
24.1K
$619K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.9K+ 13.65% |
$246K - $306K
|
107K
$2.75M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.8KNew |
$244K - $305K
|
12.8K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
12.7K+ 2.97% |
$243K - $303K
|
442K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.7K+ 8.47% |
$242K - $302K
|
162K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.6K+ 12.06% |
$241K - $300K
|
117K
$3.01M
|