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
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$236K - $294K
|
12.4K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 31.32% |
$235K - $293K
|
51.5K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.2K+ 0.84% |
$234K - $292K
|
1.47M
$37.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
12.2K+ 102.25% |
$233K - $291K
|
24.2K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.1K+ 19.92% |
$231K - $288K
|
72.8K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.1K+ 10.55% |
$230K - $288K
|
126K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.1KNew |
$230K - $287K
|
12.1K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 20.01% |
$222K - $276K
|
69.6K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.4K+ 85.19% |
$219K - $273K
|
24.9K
$640K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
11.3K+ 7.54% |
$216K - $269K
|
161K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
11.3K+ 201.95% |
$215K - $268K
|
16.8K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 0.33% |
$215K - $268K
|
3.4M
$87.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2KNew |
$214K - $267K
|
11.2K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
11.2K+ 30.78% |
$214K - $267K
|
47.6K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.2KNew |
$213K - $266K
|
11.2K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 4.75% |
$210K - $261K
|
242K
$6.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$207K - $258K
|
10.8K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$206K - $256K
|
10.8K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$204K - $254K
|
10.7K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.5K+ 1.19% |
$201K - $251K
|
899K
$23.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2KNew |
$195K - $244K
|
10.2K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10.2KNew |
$195K - $243K
|
10.2K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 2.01% |
$194K - $242K
|
516K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$194K - $242K
|
10.2K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1KNew |
$194K - $242K
|
10.1K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.87KNew |
$189K - $235K
|
9.87K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.8KNew |
$187K - $234K
|
9.8K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.63K+ 28.34% |
$184K - $230K
|
43.6K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.35K+ 8.74% |
$179K - $223K
|
116K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9.32KNew |
$178K - $222K
|
9.32K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.29KNew |
$177K - $221K
|
9.29K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.23KNew |
$176K - $220K
|
9.23K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.22KNew |
$176K - $220K
|
9.22K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $219K
|
9.18K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
9.15KNew |
$175K - $218K
|
9.15K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.15K+ 24.07% |
$175K - $218K
|
47.2K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.12KNew |
$174K - $217K
|
9.12K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
9.11KNew |
$174K - $217K
|
9.11K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
9.1K+ 2.74% |
$174K - $217K
|
342K
$8.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
9.08KNew |
$173K - $216K
|
9.08K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.01KNew |
$172K - $215K
|
9.01K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9KNew |
$172K - $214K
|
9K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.98KNew |
$171K - $214K
|
8.98K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.97K+ 3.04% |
$171K - $214K
|
304K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.94KNew |
$171K - $213K
|
8.94K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
8.91KNew |
$170K - $212K
|
8.91K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.9K+ 7.44% |
$170K - $212K
|
129K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.86K+ 1.1% |
$169K - $211K
|
814K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.84KNew |
$169K - $211K
|
8.84K
$227K
|