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 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
600+ 1.51% |
$11.5K - $14.3K
|
40.4K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
584+ 0.97% |
$11.2K - $13.9K
|
60.6K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
571+ 2.34% |
$10.9K - $13.6K
|
24.9K
$641K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
570+ 0.75% |
$10.9K - $13.6K
|
76.1K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
566+ 56600.0% |
$10.8K - $13.5K
|
567
$14.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
552+ 2.6% |
$10.5K - $13.2K
|
21.8K
$560K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
517+ 1.19% |
$9.87K - $12.3K
|
43.8K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
508+ 4.94% |
$9.7K - $12.1K
|
10.8K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
506New |
$9.66K - $12.1K
|
506
$13K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 0.22% |
$9.55K - $11.9K
|
228K
$5.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
500New |
$9.55K - $11.9K
|
500
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
499+ 4.45% |
$9.53K - $11.9K
|
11.7K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
491+ 1.66% |
$9.38K - $11.7K
|
30.1K
$775K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
474+ 3.87% |
$9.05K - $11.3K
|
12.7K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
465New |
$8.88K - $11.1K
|
465
$12K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
461+ 4.78% |
$8.81K - $11K
|
10.1K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
460+ 0.23% |
$8.79K - $11K
|
197K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
454+ 2.84% |
$8.67K - $10.8K
|
16.5K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.3% |
$8.63K - $10.8K
|
14.2K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
452New |
$8.63K - $10.8K
|
452
$11.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
447+ 4.16% |
$8.54K - $10.7K
|
11.2K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
434+ 18.69% |
$8.29K - $10.3K
|
2.76K
$70.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
427+ 1.99% |
$8.16K - $10.2K
|
21.8K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
426+ 1.51% |
$8.14K - $10.2K
|
28.7K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
392+ 0.18% |
$7.49K - $9.34K
|
215K
$5.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
386+ 0.26% |
$7.37K - $9.2K
|
146K
$3.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
377+ 0.42% |
$7.2K - $8.98K
|
89.7K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
333+ 3.25% |
$6.36K - $7.94K
|
10.6K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
311+ 0.49% |
$5.94K - $7.41K
|
63.4K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
280+ 0.25% |
$5.35K - $6.67K
|
114K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
278+ 0.99% |
$5.31K - $6.62K
|
28.4K
$732K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
277+ 0.37% |
$5.29K - $6.6K
|
75.5K
$1.94M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
258+ 1.44% |
$4.93K - $6.15K
|
18.1K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
237+ 5.38% |
$4.53K - $5.65K
|
4.65K
$120K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
231New |
$4.41K - $5.5K
|
231
$5.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
228+ 0.47% |
$4.35K - $5.43K
|
48.5K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
223+ 9.33% |
$4.26K - $5.31K
|
2.61K
$67.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
214+ 0.9% |
$4.09K - $5.1K
|
24.1K
$619K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
212+ 2.31% |
$4.05K - $5.05K
|
9.38K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
212+ 1.43% |
$4.05K - $5.05K
|
15K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
193+ 1.1% |
$3.69K - $4.6K
|
17.7K
$455K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
192+ 0.43% |
$3.67K - $4.58K
|
44.9K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
175+ 0.98% |
$3.34K - $4.17K
|
18.1K
$466K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
173+ 0.39% |
$3.3K - $4.12K
|
44.7K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
162+ 0.39% |
$3.09K - $3.86K
|
42.1K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
162+ 0.83% |
$3.09K - $3.86K
|
19.7K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
157+ 0.22% |
$3K - $3.74K
|
71.2K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
153+ 0.15% |
$2.92K - $3.65K
|
102K
$2.62M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
142New |
$2.71K - $3.38K
|
142
$3.65K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
138+ 0.3% |
$2.64K - $3.29K
|
46.6K
$1.2M
|