Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 0.14% |
$382 - $477
|
14.1K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19New |
$363 - $453
|
19
$461
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.6% |
$344 - $429
|
3K
$72.8K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
17+ 0.07% |
$325 - $405
|
25.2K
$612K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17+ 0.1% |
$325 - $405
|
16.3K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16+ 0.0% |
$306 - $381
|
388K
$9.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.06% |
$306 - $381
|
24.8K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
16+ 0.29% |
$306 - $381
|
5.52K
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$287 - $357
|
23.5K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$210 - $262
|
15.7K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10+ 0.27% |
$191 - $238
|
3.67K
$89K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$153 - $191
|
2.56K
$62.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.04% |
$153 - $191
|
21.5K
$521K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.0% |
$95.5 - $119
|
133K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5+ 0.32% |
$95.5 - $119
|
1.58K
$38.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.29% |
$76.4 - $95.3
|
1.4K
$34.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.32% |
$76.4 - $95.3
|
1.26K
$30.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.25% |
$57.3 - $71.5
|
1.22K
$29.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$57.3 - $71.5
|
25.9K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2+ 0.01% |
$38.2 - $47.7
|
23.9K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.32% |
$19.1 - $23.8
|
311
$7.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.01% |
$19.1 - $23.8
|
12.3K
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 2.7% |
$19.1 - $23.8
|
36
$874
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.02% |
$19.1 - $23.8
|
5.02K
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-1- -0.0% |
$19.1 - $23.8
|
24.8K
$602K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4- 0.03% |
$76.4 - $95.3
|
13.7K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5- 0.04% |
$95.5 - $119
|
12.3K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-22- 0.03% |
$420 - $524
|
73.7K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 0.06% |
$439 - $548
|
35.5K
$862K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.02% |
$478 - $596
|
156K
$3.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-43- 0.02% |
$821 - $1.02K
|
197K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-45- 6.11% |
$860 - $1.07K
|
691
$16.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-51- 0.03% |
$974 - $1.22K
|
159K
$3.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 0.58% |
$1.72K - $2.14K
|
15.5K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-90- 0.07% |
$1.72K - $2.14K
|
129K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 0.05% |
$1.74K - $2.17K
|
173K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-93- 0.07% |
$1.78K - $2.22K
|
132K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-114- 0.15% |
$2.18K - $2.72K
|
77.5K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-117- 0.12% |
$2.23K - $2.79K
|
101K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-128- 0.19% |
$2.44K - $3.05K
|
66.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-153- 1.51% |
$2.92K - $3.65K
|
9.97K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-154- 0.28% |
$2.94K - $3.67K
|
55.6K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-175- 0.15% |
$3.34K - $4.17K
|
118K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 0.51% |
$3.34K - $4.17K
|
34K
$825K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-210- 0.92% |
$4.01K - $5K
|
22.5K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-211- 0.44% |
$4.03K - $5.03K
|
47.4K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-220- 8.15% |
$4.2K - $5.24K
|
2.48K
$60.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-221- 24.94% |
$4.22K - $5.27K
|
665
$16.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-272- 0.99% |
$5.2K - $6.48K
|
27.2K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-276- 1.6% |
$5.27K - $6.58K
|
17K
$412K
|