Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.32M+ 10.04% |
$31.5M - $34.1M
|
14.5M
$373M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$130M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
198K+ 3.04% |
$4.71M - $5.1M
|
6.69M
$172M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
192K+ 6.0% |
$4.57M - $4.95M
|
3.39M
$87.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 65.43% |
$4.1M - $4.45M
|
435K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
147K+ 15.87% |
$3.49M - $3.79M
|
1.07M
$27.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
115K+ 10.34% |
$2.73M - $2.97M
|
1.23M
$31.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108K+ 1.69% |
$2.57M - $2.79M
|
6.51M
$168M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
71.7K+ 31.81% |
$1.71M - $1.85M
|
297K
$7.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61.1K+ 8.41% |
$1.46M - $1.58M
|
788K
$20.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
58K+ 0.67% |
$1.38M - $1.5M
|
8.72M
$224M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42.5K+ 17.37% |
$1.01M - $1.1M
|
287K
$7.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ht Partners LLC
|
BUY
|
- |
41.2K+ 0.68% |
$981K - $1.06M
|
6.09M
$157M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40.8KNew |
$973K - $1.06M
|
40.8K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
36.1K+ 3.02% |
$859K - $932K
|
1.23M
$31.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.5K+ 0.97% |
$727K - $789K
|
3.18M
$81.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
27.4K+ 36.9% |
$653K - $709K
|
102K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.8K+ 5.17% |
$639K - $693K
|
546K
$14.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26.2K+ 24.04% |
$625K - $678K
|
135K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.2K+ 1.02% |
$553K - $600K
|
2.31M
$59.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
21.6K+ 2.5% |
$514K - $557K
|
884K
$22.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 347.55% |
$464K - $503K
|
25.1K
$645K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
18.5K+ 0.77% |
$441K - $478K
|
2.42M
$62.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
16.9K+ 1.94% |
$403K - $437K
|
888K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 11.24% |
$347K - $376K
|
144K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$334K - $362K
|
14K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.2K+ 0.59% |
$292K - $316K
|
2.07M
$53.3M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.1K+ 1.72% |
$289K - $313K
|
716K
$18.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 0.96% |
$288K - $312K
|
1.27M
$32.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.7K+ 9.03% |
$278K - $302K
|
141K
$3.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.16K+ 3.77% |
$218K - $237K
|
252K
$6.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.07K+ 54.63% |
$216K - $234K
|
25.7K
$661K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.9KNew |
$212K - $230K
|
8.9K
$229K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
8.77KNew |
$209K - $227K
|
8.77K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
8.19KNew |
$195K - $212K
|
8.19K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.08KNew |
$192K - $209K
|
8.08K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.67K+ 0.08% |
$159K - $172K
|
8.46M
$218M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 1.54% |
$148K - $160K
|
407K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6K+ 5.76% |
$143K - $155K
|
110K
$2.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.99K+ 4.93% |
$143K - $155K
|
127K
$3.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.54K+ 5.56% |
$132K - $143K
|
105K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.43K+ 1.59% |
$129K - $140K
|
348K
$8.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.07K+ 1.12% |
$121K - $131K
|
458K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5.05K+ 62.73% |
$120K - $130K
|
13.1K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5K+ 4.23% |
$119K - $129K
|
123K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.92K+ 19.52% |
$117K - $127K
|
30.1K
$776K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.89K+ 5.45% |
$117K - $126K
|
94.7K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.72K+ 3.11% |
$113K - $122K
|
157K
$4.03M
|