Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-229K- 39.85% |
$4.86M - $5.44M
|
346K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-268K- 38.46% |
$5.69M - $6.37M
|
429K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-269K- 8.89% |
$5.72M - $6.39M
|
2.76M
$67M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272K- 14.45% |
$5.77M - $6.46M
|
1.61M
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-293K- 46.13% |
$6.22M - $6.95M
|
342K
$8.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-298K- 20.25% |
$6.32M - $7.07M
|
1.17M
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-304K- 3.26% |
$6.46M - $7.23M
|
9.02M
$219M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-340K- 68.64% |
$7.21M - $8.06M
|
155K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-379K- 96.03% |
$8.05M - $9.01M
|
15.7K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-520K- 2.92% |
$11M - $12.3M
|
17.3M
$419M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.8M- 2.98% |
$38.1M - $42.7M
|
58.4M
$1.42B
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-4M- 69.22% |
$84.9M - $95M
|
1.78M
$43.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.31M- 88.1% |
$91.5M - $102M
|
582K
$14.1M
|