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
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-311- 1.67% |
$7.41K - $8.04K
|
18.3K
$470K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-322- 1.2% |
$7.67K - $8.32K
|
26.6K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-325- 0.37% |
$7.74K - $8.4K
|
87.2K
$2.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-331- 0.44% |
$7.88K - $8.55K
|
75.7K
$1.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-340- 1.34% |
$8.1K - $8.79K
|
25.1K
$646K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-350- 0.26% |
$8.34K - $9.04K
|
137K
$3.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 2.72% |
$8.34K - $9.04K
|
12.5K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-356- 3.5% |
$8.48K - $9.2K
|
9.81K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-399- 4.08% |
$9.5K - $10.3K
|
9.38K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-401- 0.23% |
$9.55K - $10.4K
|
172K
$4.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-417- 2.86% |
$9.93K - $10.8K
|
14.2K
$364K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 0.04% |
$10.5K - $11.4K
|
1.05M
$26.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-465- 0.1% |
$11.1K - $12K
|
472K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-508- 4.71% |
$12.1K - $13.1K
|
10.3K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-513- 1.54% |
$12.2K - $13.3K
|
32.8K
$844K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-559- 1.95% |
$13.3K - $14.4K
|
28.1K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-576- 3.38% |
$13.7K - $14.9K
|
16.5K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-588- 2.43% |
$14K - $15.2K
|
23.6K
$607K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-600- 4.86% |
$14.3K - $15.5K
|
11.8K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-613- 0.61% |
$14.6K - $15.8K
|
99.9K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-621- 1.55% |
$14.8K - $16K
|
39.6K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-646- 3.48% |
$15.4K - $16.7K
|
17.9K
$461K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-750- 7.02% |
$17.9K - $19.4K
|
9.94K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-750- 3.2% |
$17.9K - $19.4K
|
22.7K
$583K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-791- 2.71% |
$18.8K - $20.4K
|
28.4K
$730K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-813- 4.23% |
$19.4K - $21K
|
18.4K
$473K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-854- 0.41% |
$20.3K - $22.1K
|
210K
$5.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-929- 96.47% |
$22.1K - $24K
|
34
$875
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-977- 1.12% |
$23.3K - $25.2K
|
86.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-988- 11.65% |
$23.5K - $25.5K
|
7.49K
$193K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 1.42% |
$23.8K - $25.8K
|
69.6K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.01K- 1.46% |
$24K - $26K
|
67.8K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.15K- 2.54% |
$27.4K - $29.7K
|
44.3K
$1.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.16K- 21.88% |
$27.7K - $30K
|
4.15K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-1.22K- 1.26% |
$29.2K - $31.6K
|
95.8K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 3.72% |
$30K - $32.5K
|
32.5K
$837K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.29K- 2.36% |
$30.7K - $33.3K
|
53.3K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.31K- 0.49% |
$31.3K - $34K
|
268K
$6.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 8.34% |
$31.8K - $34.5K
|
14.7K
$377K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.34K- 1.63% |
$31.9K - $34.6K
|
81K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 1.45% |
$33.1K - $35.9K
|
94.4K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-1.39K- 11.26% |
$33.1K - $35.9K
|
10.9K
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.44K- 0.98% |
$34.2K - $37.1K
|
145K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 1.5% |
$35.2K - $38.2K
|
97.2K
$2.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.48K- 2.08% |
$35.3K - $38.3K
|
69.8K
$1.8M
|
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.54K- 0.34% |
$36.6K - $39.7K
|
452K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 2.64% |
$37.2K - $40.3K
|
57.7K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.59K- 6.04% |
$37.9K - $41.1K
|
24.7K
$636K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.76K- 3.11% |
$41.9K - $45.5K
|
54.8K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.8K- 11.84% |
$42.9K - $46.6K
|
13.4K
$345K
|