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 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.53K- 14.52% |
$29.2K - $36.4K
|
8.99K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.56K- 1.13% |
$29.8K - $37.2K
|
137K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.96% |
$30.5K - $38.1K
|
52.4K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.69K- 9.91% |
$32.2K - $40.2K
|
15.3K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.82K- 1.64% |
$34.8K - $43.4K
|
109K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 3.76% |
$37K - $46.1K
|
49.6K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.05K- 9.9% |
$39.2K - $48.9K
|
18.7K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.1K- 0.71% |
$40.1K - $50K
|
292K
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 15.06% |
$42.6K - $53.1K
|
12.6K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.26K- 2.19% |
$43.1K - $53.8K
|
101K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.35K- 6.09% |
$44.9K - $56K
|
36.2K
$880K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.38K- 13.03% |
$45.5K - $56.8K
|
15.9K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.45K- 9.26% |
$46.7K - $58.3K
|
24K
$582K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.45K- 0.82% |
$46.8K - $58.3K
|
297K
$7.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.46K- 1.0% |
$47K - $58.7K
|
245K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.5K- 4.85% |
$47.8K - $59.6K
|
49.1K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.67K- 18.95% |
$50.9K - $63.5K
|
11.4K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.78K- 8.55% |
$53.1K - $66.3K
|
29.8K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.89K- 13.48% |
$55.1K - $68.7K
|
18.5K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.89K- 1.54% |
$55.3K - $69K
|
185K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.91K- 5.18% |
$55.5K - $69.3K
|
53.2K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.03K- 9.71% |
$57.9K - $72.2K
|
28.2K
$684K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 18.24% |
$59.2K - $73.8K
|
13.9K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.5K- 1.78% |
$66.8K - $83.4K
|
193K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3.6K- 3.52% |
$68.7K - $85.7K
|
98.7K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.84K- 3.81% |
$73.3K - $91.5K
|
96.9K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.88K- 0.8% |
$74.1K - $92.4K
|
478K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.9K- 15.87% |
$74.5K - $93K
|
20.7K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.94K- 13.03% |
$75.3K - $93.9K
|
26.3K
$639K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.03K- 1.32% |
$77K - $96.1K
|
302K
$7.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.18K- 0.66% |
$79.8K - $99.5K
|
625K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.19K- 1.95% |
$79.9K - $99.7K
|
211K
$5.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.56K- 14.54% |
$87.1K - $109K
|
26.8K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.56K- 3.74% |
$87.1K - $109K
|
117K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.59K- 3.68% |
$87.6K - $109K
|
120K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.04K- 1.44% |
$96.2K - $120K
|
346K
$8.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-5.47K- 1.19% |
$104K - $130K
|
454K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.49K- 11.58% |
$105K - $131K
|
41.9K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.63K- 5.44% |
$108K - $134K
|
97.8K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-5.75K- 3.43% |
$110K - $137K
|
162K
$3.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-6.28K- 26.09% |
$120K - $150K
|
17.8K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-6.7K- 4.03% |
$128K - $160K
|
159K
$3.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-6.89K- 3.17% |
$132K - $164K
|
211K
$5.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.94K- 5.56% |
$133K - $165K
|
118K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-6.95K- 26.58% |
$133K - $166K
|
19.2K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.1K- 0.67% |
$136K - $169K
|
1.05M
$25.4M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-7.36K- 0.75% |
$141K - $175K
|
980K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7.75K- 2.8% |
$148K - $185K
|
269K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.23K- 10.68% |
$157K - $196K
|
68.8K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8.44K- 1.56% |
$161K - $201K
|
532K
$12.9M
|