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 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.29K+ 4.45% |
$82K - $102K
|
101K
$2.59M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.26K+ 24.57% |
$81.4K - $102K
|
21.6K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.06K+ 43.37% |
$77.5K - $96.7K
|
13.4K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.04K+ 7.0% |
$77.2K - $96.3K
|
61.8K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.04K+ 10.72% |
$77.2K - $96.3K
|
41.7K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.04K+ 6.76% |
$77.1K - $96.2K
|
63.7K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4K+ 32.61% |
$76.4K - $95.3K
|
16.3K
$419K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.94K+ 209.52% |
$75.3K - $93.9K
|
5.82K
$150K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.93K+ 4.63% |
$75K - $93.6K
|
88.8K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.93K+ 2.42% |
$75K - $93.6K
|
166K
$4.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.93K+ 20.66% |
$75K - $93.5K
|
22.9K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.9K+ 38.58% |
$74.5K - $93K
|
14K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.9K+ 4.34% |
$74.5K - $93K
|
93.9K
$2.42M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
3.86K+ 0.3% |
$73.7K - $91.9K
|
1.28M
$33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.84K+ 1.49% |
$73.3K - $91.4K
|
261K
$6.72M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.78K+ 2021.93% |
$72.2K - $90.1K
|
3.97K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.75K+ 0.74% |
$71.6K - $89.4K
|
511K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.68K+ 10.47% |
$70.2K - $87.6K
|
38.8K
$998K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.62K+ 0.42% |
$69K - $86.1K
|
862K
$22.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.61K+ 9.6% |
$68.9K - $86K
|
41.2K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.52K+ 0.41% |
$67.3K - $83.9K
|
871K
$22.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.5K+ 4.67% |
$66.9K - $83.5K
|
78.5K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
3.39K+ 5.48% |
$64.7K - $80.8K
|
65.2K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.28K+ 6.9% |
$62.6K - $78K
|
50.8K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.27K+ 9.9% |
$62.5K - $77.9K
|
36.3K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.26K+ 2.75% |
$62.2K - $77.6K
|
122K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.13KNew |
$59.7K - $74.5K
|
3.13K
$80.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.09K+ 15.09% |
$59.1K - $73.7K
|
23.6K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.89K+ 12.87% |
$55.1K - $68.8K
|
25.3K
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.85K+ 1.28% |
$54.5K - $68K
|
226K
$5.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.78K+ 27.55% |
$53.1K - $66.3K
|
12.9K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.75K+ 7.3% |
$52.5K - $65.5K
|
40.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.71K+ 2.55% |
$51.7K - $64.5K
|
109K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 3.39% |
$50.9K - $63.5K
|
81.2K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.62K+ 9.49% |
$50K - $62.4K
|
30.2K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
2.59K+ 15.98% |
$49.5K - $61.7K
|
18.8K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.55K+ 25.65% |
$48.7K - $60.8K
|
12.5K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.36K+ 3.68% |
$45.2K - $56.3K
|
66.6K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.35K+ 2.2% |
$44.9K - $56K
|
109K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.34K+ 2.53% |
$44.8K - $55.8K
|
95K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 12.36% |
$44.5K - $55.5K
|
21.2K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32K+ 0.97% |
$44.4K - $55.3K
|
241K
$6.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24K+ 4138.89% |
$42.7K - $53.3K
|
2.29K
$58.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.22K+ 14.58% |
$42.3K - $52.8K
|
17.4K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.2K+ 2.26% |
$42.1K - $52.5K
|
99.5K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.17K+ 4.06% |
$41.5K - $51.8K
|
55.6K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.15K+ 0.74% |
$41.1K - $51.3K
|
291K
$7.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 1.4% |
$39.3K - $49K
|
149K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2K+ 12.74% |
$38.2K - $47.7K
|
17.7K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.93K+ 1.27% |
$36.9K - $46K
|
154K
$3.97M
|