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 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.21K+ 6.62% |
$100K - $109K
|
67.9K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.17K+ 19.11% |
$99.4K - $108K
|
26K
$669K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.01K+ 0.19% |
$95.4K - $104K
|
2.09M
$53.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
4K+ 3.72% |
$95.2K - $103K
|
112K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.91K+ 15.81% |
$93.2K - $101K
|
28.6K
$737K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.88K+ 15.17% |
$92.4K - $100K
|
29.5K
$758K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.29K+ 8.94% |
$78.4K - $85.1K
|
40.1K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2.92K+ 2.8% |
$69.5K - $75.4K
|
107K
$2.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.88K+ 2.45% |
$68.5K - $74.3K
|
120K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 0.36% |
$59.2K - $64.2K
|
694K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.46K+ 2.46% |
$58.5K - $63.5K
|
102K
$2.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.38K+ 51.26% |
$56.7K - $61.5K
|
7.03K
$181K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.37K+ 3.02% |
$56.5K - $61.3K
|
80.9K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.34K+ 0.13% |
$55.8K - $60.5K
|
1.78M
$45.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.01K+ 3.9% |
$48K - $52K
|
53.6K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.01K+ 12.82% |
$47.9K - $52K
|
17.7K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1.98KNew |
$47.2K - $51.2K
|
1.98K
$50.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 1.23% |
$45.7K - $49.6K
|
157K
$4.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.87K+ 7.37% |
$44.4K - $48.2K
|
27.2K
$699K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.71K+ 12.21% |
$40.8K - $44.2K
|
15.7K
$405K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 12.76% |
$40.4K - $43.9K
|
15K
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 1.43% |
$38.7K - $42K
|
115K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.58K+ 2.0% |
$37.6K - $40.8K
|
80.4K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54K+ 1.31% |
$36.7K - $39.8K
|
120K
$3.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.43K+ 1.64% |
$34K - $36.9K
|
88.7K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.35K+ 5.55% |
$32.1K - $34.8K
|
25.6K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25K+ 10.6% |
$29.8K - $32.3K
|
13.1K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.22K+ 0.58% |
$29K - $31.5K
|
212K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.15K+ 4.56% |
$27.4K - $29.7K
|
26.4K
$679K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07K+ 3.99% |
$25.4K - $27.5K
|
27.8K
$715K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.05K+ 1.99% |
$25K - $27.1K
|
53.7K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 1.86% |
$24.6K - $26.7K
|
56.6K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1K+ 2.76% |
$23.8K - $25.9K
|
37.3K
$960K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
948+ 0.91% |
$22.6K - $24.5K
|
105K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
938+ 1.38% |
$22.3K - $24.2K
|
69K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
924+ 10.93% |
$22K - $23.9K
|
9.38K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
893+ 0.89% |
$21.3K - $23.1K
|
102K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
887+ 2.5% |
$21.1K - $22.9K
|
36.4K
$937K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
853+ 0.58% |
$20.3K - $22K
|
148K
$3.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
850+ 4.59% |
$20.2K - $22K
|
19.4K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
820+ 7.66% |
$19.5K - $21.2K
|
11.5K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
782New |
$18.6K - $20.2K
|
782
$20.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
750+ 1.56% |
$17.9K - $19.4K
|
48.8K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
730+ 1.41% |
$17.4K - $18.9K
|
52.5K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
726+ 1.2% |
$17.3K - $18.8K
|
61.3K
$1.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
693+ 3.69% |
$16.5K - $17.9K
|
19.5K
$502K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
674+ 1.78% |
$16.1K - $17.4K
|
38.5K
$990K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
635+ 2.25% |
$15.1K - $16.4K
|
28.8K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
592New |
$14.1K - $15.3K
|
592
$15.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.01% |
$13.7K - $14.9K
|
29.2K
$752K
|