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 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.79K+ 45.82% |
$168K - $210K
|
28K
$720K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.79KNew |
$168K - $209K
|
8.79K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.75KNew |
$167K - $209K
|
8.75K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8.72K+ 33.7% |
$167K - $208K
|
34.6K
$890K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.72K+ 14.54% |
$167K - $208K
|
68.7K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.72KNew |
$166K - $208K
|
8.72K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.61KNew |
$164K - $205K
|
8.61K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.59K+ 1.85% |
$164K - $205K
|
472K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.58KNew |
$164K - $204K
|
8.58K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
8.52KNew |
$163K - $203K
|
8.52K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
8.46KNew |
$162K - $202K
|
8.46K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.45KNew |
$161K - $201K
|
8.45K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.38K+ 2.05% |
$160K - $200K
|
416K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.25K+ 16.65% |
$158K - $197K
|
57.8K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.19K+ 73.2% |
$156K - $195K
|
19.4K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
8.11KNew |
$155K - $193K
|
8.11K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8.05KNew |
$154K - $192K
|
8.05K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.85K+ 6.77% |
$150K - $187K
|
124K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
7.58K+ 0.69% |
$145K - $181K
|
1.11M
$28.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
7.51K+ 3.9% |
$143K - $179K
|
200K
$5.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.5K+ 2.97% |
$143K - $179K
|
260K
$6.69M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
7.47K+ 28.61% |
$143K - $178K
|
33.6K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.44K+ 6.56% |
$142K - $177K
|
121K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.27K+ 1.59% |
$139K - $173K
|
464K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.13K+ 2.2% |
$136K - $170K
|
332K
$8.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.04K+ 70.29% |
$135K - $168K
|
17.1K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.92K+ 3.84% |
$132K - $165K
|
187K
$4.81M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
6.78K+ 19.37% |
$130K - $162K
|
41.8K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.17K+ 5.75% |
$118K - $147K
|
113K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.13K+ 4.0% |
$117K - $146K
|
159K
$4.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.99K+ 1.16% |
$114K - $143K
|
524K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.86KNew |
$112K - $140K
|
5.86K
$151K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
5.86K+ 0.32% |
$112K - $140K
|
1.86M
$48M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.67K+ 3.99% |
$108K - $135K
|
148K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 1.09% |
$107K - $134K
|
520K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.46K+ 15.06% |
$104K - $130K
|
41.7K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.4K+ 12.65% |
$103K - $129K
|
48.1K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.38K+ 1.42% |
$103K - $128K
|
386K
$9.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.94K+ 204.64% |
$94.4K - $118K
|
7.36K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.89K+ 1.99% |
$93.3K - $116K
|
250K
$6.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4.83K+ 4.66% |
$92.2K - $115K
|
108K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.74K+ 8.08% |
$90.6K - $113K
|
63.4K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.7KNew |
$89.8K - $112K
|
4.7K
$121K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.64K+ 1.79% |
$88.5K - $110K
|
263K
$6.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.53K+ 3.45% |
$86.4K - $108K
|
136K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.46K+ 12.6% |
$85.2K - $106K
|
39.9K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.46K+ 2.56% |
$85.2K - $106K
|
179K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 46.88% |
$83.6K - $104K
|
13.7K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4.36K+ 2.71% |
$83.3K - $104K
|
165K
$4.25M
|