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 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13+ 0.05% |
$310 - $336
|
24.1K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$262 - $284
|
13.6K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.11% |
$238 - $258
|
9.34K
$240K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
8+ 0.06% |
$191 - $207
|
13.9K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.27% |
$167 - $181
|
2.57K
$66.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.01% |
$167 - $181
|
118K
$3.03M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.2% |
$143 - $155
|
3K
$77.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5+ 0.32% |
$119 - $129
|
1.58K
$40.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.04% |
$119 - $129
|
11.2K
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.01% |
$95.3 - $103
|
31.5K
$811K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.21% |
$71.5 - $77.5
|
1.41K
$36.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.4% |
$47.6 - $51.7
|
508
$13.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.28% |
$47.6 - $51.7
|
720
$18.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.01% |
$47.6 - $51.7
|
17K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2+ 0.01% |
$47.6 - $51.7
|
39.8K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1+ 2.78% |
$23.8 - $25.8
|
37
$952
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1- -0.0% |
$23.8 - $25.8
|
24.8K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-6- 0.01% |
$143 - $155
|
63.9K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$191 - $207
|
11.2K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.04% |
$214 - $233
|
21.5K
$552K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-16- 2.32% |
$381 - $413
|
675
$17.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-25- 0.05% |
$596 - $646
|
52.4K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.22% |
$596 - $646
|
11.4K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32- 0.23% |
$762 - $827
|
13.9K
$357K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-48- 0.09% |
$1.14K - $1.24K
|
50.7K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-51- 0.27% |
$1.21K - $1.32K
|
18.6K
$479K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-58- 0.12% |
$1.38K - $1.5K
|
47.3K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-69- 0.18% |
$1.64K - $1.78K
|
38.8K
$997K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-75- 0.02% |
$1.79K - $1.94K
|
410K
$10.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-100- 0.12% |
$2.38K - $2.58K
|
86.4K
$2.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-130- 0.23% |
$3.1K - $3.36K
|
57.5K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-135- 1.35% |
$3.22K - $3.49K
|
9.83K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-140- 0.06% |
$3.33K - $3.62K
|
228K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-142Closed |
$3.38K - $3.67K
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-145- 0.83% |
$3.45K - $3.75K
|
17.3K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-148- 0.68% |
$3.53K - $3.82K
|
21.8K
$560K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-150- 0.9% |
$3.57K - $3.88K
|
16.4K
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-165- 1.84% |
$3.93K - $4.26K
|
8.82K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-171- 0.79% |
$4.07K - $4.42K
|
21.5K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-179- 0.77% |
$4.26K - $4.63K
|
23.1K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-193- 12.12% |
$4.6K - $4.99K
|
1.4K
$36K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-228- 0.56% |
$5.43K - $5.89K
|
40.4K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-235- 1.28% |
$5.6K - $6.07K
|
18.2K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-246- 0.28% |
$5.86K - $6.36K
|
87.8K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-250- 2.77% |
$5.96K - $6.46K
|
8.76K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-257- 1.66% |
$6.12K - $6.64K
|
15.3K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-274- 0.49% |
$6.53K - $7.08K
|
55.2K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-276- 0.8% |
$6.57K - $7.13K
|
34.4K
$884K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-285- 1.78% |
$6.79K - $7.36K
|
15.7K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-300- 55.66% |
$7.15K - $7.75K
|
239
$6.15K
|