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
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.02K- 38.22% |
$172K - $215K
|
14.6K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.04K- 13.57% |
$173K - $215K
|
57.6K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.68K- 23.7% |
$185K - $231K
|
31.2K
$757K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-10.2K- 6.89% |
$195K - $243K
|
138K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10.2K- 1.08% |
$195K - $243K
|
936K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10.8K- 5.16% |
$207K - $258K
|
199K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11.5K- 0.98% |
$219K - $273K
|
1.16M
$28.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 2.7% |
$219K - $274K
|
414K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.6K- 20.82% |
$259K - $323K
|
51.6K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.6K- 50.88% |
$259K - $323K
|
13.1K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.8K- 2.06% |
$283K - $353K
|
704K
$17.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.1K- 19.0% |
$308K - $384K
|
68.8K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-16.4K- 2.57% |
$314K - $392K
|
624K
$15.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.2K- 15.97% |
$348K - $434K
|
95.8K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20.6K- 2.64% |
$393K - $490K
|
758K
$18.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21K- 6.57% |
$401K - $500K
|
298K
$7.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-21.6K- 41.99% |
$412K - $515K
|
29.8K
$725K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 8.69% |
$433K - $541K
|
238K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-27.6K- 15.67% |
$527K - $658K
|
149K
$3.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.9K- 53.58% |
$628K - $784K
|
28.5K
$692K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.5K- 1.42% |
$774K - $966K
|
2.81M
$68.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-41.3K- 11.3% |
$788K - $983K
|
324K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-43.7K- 2.6% |
$835K - $1.04M
|
1.64M
$39.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-44.6K- 9.0% |
$853K - $1.06M
|
451K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-50.6K- 1.98% |
$966K - $1.21M
|
2.51M
$60.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.4K- 9.01% |
$982K - $1.23M
|
519K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-52.9K- 5.03% |
$1.01M - $1.26M
|
998K
$24.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-79.7K- 54.87% |
$1.52M - $1.9M
|
65.6K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
SELL
|
- |
-80.1K- 7.97% |
$1.53M - $1.91M
|
924K
$22.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-90.7K- 50.26% |
$1.73M - $2.16M
|
89.8K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-126K- 89.01% |
$2.4M - $3M
|
15.5K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-168K- 16.57% |
$3.2M - $4M
|
844K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186K- 4.78% |
$3.55M - $4.42M
|
3.7M
$89.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-240K- 2.67% |
$4.59M - $5.73M
|
8.78M
$213M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-246K- 26.32% |
$4.7M - $5.86M
|
689K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-316K- 4.97% |
$6.04M - $7.53M
|
6.05M
$147M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-417K- 21.42% |
$7.97M - $9.94M
|
1.53M
$37.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562K- 6.24% |
$10.7M - $13.4M
|
8.45M
$205M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.75M- 49.67% |
$33.5M - $41.8M
|
1.78M
$43.1M
|