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 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-11.8K- 2.32% |
$281K - $305K
|
497K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 57.88% |
$284K - $308K
|
8.67K
$223K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 7.74% |
$301K - $326K
|
151K
$3.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13.1K- 4.86% |
$312K - $339K
|
256K
$6.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-14.2K- 2.67% |
$338K - $367K
|
518K
$13.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15.2K- 7.18% |
$361K - $391K
|
196K
$5.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.9K- 59.39% |
$379K - $411K
|
10.9K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16.7K- 44.98% |
$397K - $430K
|
20.4K
$524K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-17K- 12.33% |
$405K - $439K
|
121K
$3.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-17.5K- 5.36% |
$416K - $451K
|
308K
$7.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-17.5K- 1.61% |
$416K - $452K
|
1.07M
$27.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-18.2K- 35.63% |
$434K - $470K
|
32.9K
$846K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.4K- 18.75% |
$439K - $476K
|
79.8K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-18.5K- 8.17% |
$441K - $479K
|
208K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.8% |
$491K - $533K
|
1.12M
$28.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23.3K- 7.72% |
$556K - $603K
|
279K
$7.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.5K- 6.81% |
$560K - $608K
|
322K
$8.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-25.1K- 3.31% |
$598K - $649K
|
733K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-29.9K- 0.94% |
$712K - $773K
|
3.15M
$81M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-31.9K- 19.98% |
$759K - $823K
|
128K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-34.3K- 3.09% |
$818K - $887K
|
1.08M
$27.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.4K- 2.58% |
$844K - $915K
|
1.34M
$34.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.4K- 5.58% |
$915K - $992K
|
650K
$16.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39.5K- 59.77% |
$940K - $1.02M
|
26.6K
$683K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 1.61% |
$960K - $1.04M
|
2.47M
$63.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-40.3K- 6.77% |
$960K - $1.04M
|
556K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-43.9K- 4.4% |
$1.05M - $1.14M
|
954K
$24.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-48.9K- 5.22% |
$1.16M - $1.26M
|
887K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56.2K- 9.61% |
$1.34M - $1.45M
|
529K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-62.8K- 4.89% |
$1.5M - $1.62M
|
1.22M
$31.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-76.4K- 75.96% |
$1.82M - $1.97M
|
24.2K
$622K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-78.6K- 2.23% |
$1.87M - $2.03M
|
3.45M
$88.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155K- 4.19% |
$3.69M - $4M
|
3.54M
$91.1M
|