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 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
555+ 1.37% |
$13.2K - $14.3K
|
40.9K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
547New |
$13K - $14.1K
|
547
$14.1K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
511+ 0.27% |
$12.2K - $13.2K
|
190K
$4.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
431+ 0.37% |
$10.3K - $11.1K
|
117K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
425+ 1.05% |
$10.1K - $11K
|
40.8K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
414+ 1.89% |
$9.86K - $10.7K
|
22.4K
$576K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
405+ 4.32% |
$9.65K - $10.5K
|
9.78K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$9.55K - $10.4K
|
401
$10.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
350+ 2.8% |
$8.34K - $9.04K
|
12.9K
$331K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
311+ 0.24% |
$7.41K - $8.04K
|
130K
$3.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
306+ 1.02% |
$7.29K - $7.91K
|
30.4K
$783K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
271+ 0.57% |
$6.46K - $7K
|
47.4K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 0.81% |
$6.38K - $6.93K
|
33.2K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
252+ 0.59% |
$6K - $6.51K
|
43.3K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
237+ 1.69% |
$5.65K - $6.12K
|
14.3K
$368K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
235+ 0.79% |
$5.6K - $6.07K
|
30K
$772K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
210+ 2.24% |
$5K - $5.43K
|
9.59K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 0.49% |
$4.84K - $5.25K
|
41.9K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
195+ 2.15% |
$4.64K - $5.04K
|
9.28K
$239K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$4.31K - $4.68K
|
181
$4.66K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
148+ 1.4% |
$3.53K - $3.82K
|
10.7K
$276K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
144+ 0.07% |
$3.43K - $3.72K
|
197K
$5.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
133+ 0.28% |
$3.17K - $3.44K
|
47.5K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
118+ 0.12% |
$2.81K - $3.05K
|
102K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
101+ 1.43% |
$2.41K - $2.61K
|
7.14K
$184K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
92+ 1.06% |
$2.19K - $2.38K
|
8.74K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
91+ 0.44% |
$2.17K - $2.35K
|
20.8K
$535K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
86+ 0.29% |
$2.05K - $2.22K
|
29.9K
$770K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
81+ 0.02% |
$1.93K - $2.09K
|
388K
$9.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70+ 0.05% |
$1.67K - $1.81K
|
135K
$3.48M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.1% |
$1.55K - $1.68K
|
66.8K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
63+ 0.12% |
$1.5K - $1.63K
|
53.3K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
63+ 0.09% |
$1.5K - $1.63K
|
66.7K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
57+ 0.21% |
$1.36K - $1.47K
|
27.2K
$701K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
51+ 0.3% |
$1.21K - $1.32K
|
17K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
40+ 0.19% |
$953 - $1.03K
|
21.6K
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 0.34% |
$905 - $982
|
11.2K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
37+ 0.07% |
$881 - $956
|
55.6K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
29+ 0.29% |
$691 - $749
|
10.2K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
29+ 0.27% |
$691 - $749
|
10.7K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
29+ 0.29% |
$691 - $749
|
10.1K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28+ 0.29% |
$667 - $724
|
9.67K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.29% |
$643 - $698
|
9.32K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
27+ 0.15% |
$643 - $698
|
17.7K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23+ 0.28% |
$548 - $594
|
8.13K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.18% |
$524 - $568
|
12.4K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
18+ 0.14% |
$429 - $465
|
13.1K
$337K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$381 - $413
|
11.2K
$289K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$357 - $388
|
23.5K
$605K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 0.07% |
$310 - $336
|
18.4K
$474K
|