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
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.81K- 7.56% |
$43.1K - $46.8K
|
22.1K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.86K- 0.64% |
$44.2K - $48K
|
289K
$7.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 9.96% |
$44.3K - $48.1K
|
16.8K
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.93K- 0.59% |
$46K - $49.9K
|
325K
$8.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.12K- 1.86% |
$50.4K - $54.7K
|
112K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.14K- 1.48% |
$50.9K - $55.2K
|
142K
$3.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.24% |
$52.6K - $57.1K
|
177K
$4.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.45K- 10.69% |
$58.4K - $63.3K
|
20.5K
$527K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-2.47K- 11.18% |
$58.9K - $63.9K
|
19.6K
$506K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.64K- 5.33% |
$62.9K - $68.2K
|
46.9K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.66K- 4.54% |
$63.4K - $68.8K
|
55.9K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.67K- 3.89% |
$63.7K - $69.1K
|
66.2K
$1.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 4.98% |
$68.2K - $74K
|
54.6K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.98K- 2.75% |
$70.9K - $77K
|
105K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.08K- 2.44% |
$73.4K - $79.6K
|
123K
$3.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.22K- 2.95% |
$76.6K - $83.1K
|
106K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.29K- 3.26% |
$78.3K - $85K
|
97.5K
$2.51M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.44K- 10.96% |
$81.8K - $88.8K
|
27.9K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.54K- 1.34% |
$84.3K - $91.4K
|
260K
$6.69M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.72K- 1.27% |
$88.6K - $96.1K
|
289K
$7.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.93K- 7.51% |
$93.7K - $102K
|
48.5K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.94K- 67.69% |
$93.9K - $102K
|
1.88K
$48.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-4.1K- 0.23% |
$97.7K - $106K
|
1.77M
$45.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.18K- 0.15% |
$99.7K - $108K
|
2.81M
$72.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.24K- 2.56% |
$101K - $110K
|
162K
$4.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4.25K- 0.68% |
$101K - $110K
|
620K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-4.76K- 9.77% |
$113K - $123K
|
44K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.82K- 4.14% |
$115K - $124K
|
112K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.86K- 0.13% |
$116K - $125K
|
3.83M
$98.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.88K- 1.47% |
$116K - $126K
|
327K
$8.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.89K- 6.48% |
$117K - $126K
|
70.6K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.9K- 20.42% |
$117K - $126K
|
19.1K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.39K- 0.87% |
$128K - $139K
|
614K
$15.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5.46K- 2.74% |
$130K - $141K
|
194K
$4.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.5K- 0.47% |
$131K - $142K
|
1.15M
$29.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.33K- 28.13% |
$151K - $164K
|
16.2K
$416K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7.16K- 7.39% |
$171K - $185K
|
89.7K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.25K- 0.68% |
$173K - $187K
|
1.06M
$27.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.28K- 2.26% |
$173K - $188K
|
314K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.61K- 7.78% |
$181K - $197K
|
90.2K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-7.72K- 4.65% |
$184K - $199K
|
158K
$4.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8.49K- 7.07% |
$202K - $219K
|
112K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.68K- 10.1% |
$207K - $224K
|
77.3K
$1.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-8.99K- 6.05% |
$214K - $232K
|
140K
$3.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.32K- 26.04% |
$222K - $241K
|
26.5K
$681K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-9.45K- 4.63% |
$225K - $244K
|
195K
$5.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.69K- 2.99% |
$231K - $250K
|
314K
$8.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.97K- 7.34% |
$237K - $258K
|
126K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11K- 1.44% |
$261K - $283K
|
750K
$19.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.4K- 2.65% |
$271K - $294K
|
417K
$10.7M
|