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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.86K+ 2.39% |
$35.6K - $44.4K
|
79.8K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.8K+ 319.15% |
$34.4K - $42.9K
|
2.36K
$60.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 5.66% |
$33.1K - $41.3K
|
32.3K
$832K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 38.46% |
$32.5K - $40.6K
|
6.13K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.68K+ 2.0% |
$32.1K - $40.1K
|
85.8K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 6.33% |
$31.5K - $39.2K
|
27.7K
$712K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 7.04% |
$29.9K - $37.4K
|
23.8K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.56K+ 0.15% |
$29.9K - $37.3K
|
1.06M
$27.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.55K+ 18.54% |
$29.6K - $37K
|
9.92K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.53K+ 4.34% |
$29.2K - $36.5K
|
36.8K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.51K+ 5.52% |
$28.9K - $36K
|
28.9K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.48K+ 2.22% |
$28.2K - $35.1K
|
68.1K
$1.75M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.47K+ 5.79% |
$28.1K - $35.1K
|
26.9K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 5.5% |
$27.5K - $34.3K
|
27.6K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.39K+ 1.62% |
$26.5K - $33.1K
|
86.8K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.35K+ 4.46% |
$25.7K - $32.1K
|
31.5K
$811K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.24K+ 8.18% |
$23.6K - $29.5K
|
16.4K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.18K+ 2.67% |
$22.6K - $28.2K
|
45.4K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 11.6% |
$22.4K - $27.9K
|
11.3K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.14K+ 2.38% |
$21.7K - $27K
|
48.7K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1.08K+ 1.01% |
$20.6K - $25.7K
|
108K
$2.77M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 1.77% |
$20K - $24.9K
|
60K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1K+ 6.76% |
$19.1K - $23.9K
|
15.8K
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1K+ 0.17% |
$19.1K - $23.9K
|
596K
$15.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
996+ 33.2% |
$19K - $23.7K
|
4K
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
995+ 1.29% |
$19K - $23.7K
|
78.4K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
991+ 8.05% |
$18.9K - $23.6K
|
13.3K
$342K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
982+ 1.19% |
$18.8K - $23.4K
|
83.7K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
975+ 0.95% |
$18.6K - $23.2K
|
104K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
963New |
$18.4K - $22.9K
|
963
$24.8K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
930+ 9.46% |
$17.8K - $22.2K
|
10.8K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
900New |
$17.2K - $21.4K
|
900
$23.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
900+ 4.97% |
$17.2K - $21.4K
|
19K
$490K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
899+ 0.28% |
$17.2K - $21.4K
|
327K
$8.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
854+ 2.31% |
$16.3K - $20.4K
|
37.8K
$972K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
820+ 310.61% |
$15.7K - $19.5K
|
1.08K
$27.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
802+ 0.93% |
$15.3K - $19.1K
|
87.3K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
792+ 37.66% |
$15.1K - $18.9K
|
2.9K
$74.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
789+ 2.09% |
$15.1K - $18.8K
|
38.5K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
783New |
$15K - $18.7K
|
783
$20.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
782+ 0.65% |
$14.9K - $18.6K
|
122K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
767+ 0.12% |
$14.6K - $18.3K
|
621K
$16M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
764+ 1.5% |
$14.6K - $18.2K
|
51.8K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
730New |
$13.9K - $17.4K
|
730
$18.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
690+ 0.42% |
$13.2K - $16.4K
|
163K
$4.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
667+ 2.78% |
$12.7K - $15.9K
|
24.6K
$634K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
661New |
$12.6K - $15.8K
|
661
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
648New |
$12.4K - $15.4K
|
648
$16.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
620+ 0.71% |
$11.8K - $14.8K
|
88K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
619+ 0.84% |
$11.8K - $14.8K
|
74.1K
$1.91M
|